Any thoughts why the stock was down despite decent numbers? Industry leading RevPAR growth while PAT also turning profitable?
Posts tagged Value Pickr
SKM Egg Products – thinking out of the shell (30-05-2024)
NIA_SKM vs Ovobel short note.pdf (559.6 KB)
Megatherm – Mega Opportunity (30-05-2024)
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TAAL Enterprise – cheap valueations (30-05-2024)
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52 week highs and all time highs strategy (30-05-2024)
Update: HERITAGE FOODS: 155-245-413 CMP
- Long term trend reversal seems to be possibly taking shape
- RSI has broken out on Monthly chart
- Downward Slant line broken - (Confirmation would be monthly close above)
- Hidden Bullish Divergence (Brown TL) played out well with price almost nearing the Previous ATH.
Safe to assume bullish bias ahead.
Investing Basics – Feel free to ask the most basic questions (30-05-2024)
Do companies that demerge have a draft red herring prospectus (DRHP)? If so, where does the public get to access it? If not what other official document is provided with the demerge and capital allocation and all other details?
I was searching Nuvama Wealth Management DRHP and was not able to source it on NSE/BSE or even SEBI website.
IDFC First Bank Limited (30-05-2024)
Banks with a strong growth focus will continue to experience equity dilution at regular intervals. IDFC First is a particularly growth-oriented bank, so we can expect ongoing capital raising efforts.
However, it’s important to note that from a valuation perspective, if equity dilution is conducted above the current book value per share, it is accretive to the book value and helps maintain attractive valuations.
Arman Financial Services Ltd (30-05-2024)
Saif has been invested since 2018, it’s very natural for PE funds to exit after a few years. Mud slinging on companies without any facts is something that should be avoided on this forum. It’s a cyclical business which will go through its own ups and downs. Doing 2 successful fund raises over last 18-24 months gives them enough capital to grow aum till 5k crores.
Disc: holding since last 3 years. Biased
Hitesh portfolio (30-05-2024)
Dear @hitesh2710 Hiteshji,
Thank you for regular wisdom on both technical and fundamental wisdom time to time to calm the nerves.
Now another result season is coming to an end amid election related volatility.
So, would you mind giving a review of your Techno fundamental picks like Usha Martin, Delhivery, Housing finance companies like Repco/PNB Housing, Banking stocks like IDFC first bank/Maharastra Bank ? Are you holding them amidst this volatility or did you sold some of them due to fundamental/technical reasons? What are the new names interests you post this results season?
Thanking you once again.
Samhi Hotels – Turnaround with Tailwinds (30-05-2024)
Dear @kanishq
The finance cost of Rs. 3451.10 million is related to NCDs. This amount is mentioned in the “cash flow from operating activities” section of the cash flow statement.