Any idea what caused this degrowth in revenue in last qtr? Should we be comparing it QoQ or YoY?
Posts tagged Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (30-05-2024)
Very high risk, had defaulted to banks. Could be now a turnaround story. Attached report gives some more details.
CreditAccess Grameen: Traditional MFI model, efficiently operating at scale (30-05-2024)
Hi Guys,
I am new to the entire value investing thing and while I was scouting for stocks to invest and found out CreditAccess. However, I am confused with the recent price movement of CreditAccess.
While I understand that there is ambiguity due to RBI’s stance on NBFC and MFI, however, I felt that this stock has fallen sharply compared to other peers in the industry.
I was trying to list down possible reasons for the same:
- RBI policies [impact seen in the entire industry]
- Increasing D/E [?]
- Future guidance towards the cautious side [?]
- Increasing NPAs [?]
- Also, this industry is cyclical and we are at the cusp of a “bad cycle” now [?] …somewhere increasing NPAs would point towards that [?]
- Election uncertainty: I noticed that a few politicians are talking about loan waivers [?]
IMO, the scrip looked strong fundamentally and rudimentary DCF shows that the stock is undervalued by 20-25%. Also, whenever the fed rate cuts happen, it would have helped with the overall growth of the industry as well.
I was surprised to see a sharp correction of this stock even with good Q4’24 results.
It would be helpful if someone who has a strong understanding of MFI or tracking this stock for a longer period could present their hypothesis.
Thank You.
Narayana Hrudayalaya Ltd (30-05-2024)
Im expecting it to bounce back from this level,
Looks like there was a gap to be filled.
Will hold till 50dma crosses 200 dma
Disc. No reco
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (30-05-2024)
can anyone help with detail break down of provisions done on warrants and tax !!! sudden rise in expenses have gone by 24%!!
Monte Carlo Fashions-Branded Apparel Stock at Good Valuation (30-05-2024)
I refrained from buying Monte Carlo despite low valuations because I observed such brands stores are located on 2nd or 3rd floor of a typical mall. When someone reaches that floor, either he/she has bought clothes already or there is no intent to buy by then and go to a food court
Even the store aesthetics were not great to appeal consumers.
Jagran prakashan (30-05-2024)
That is so though not quite there yet for regional language newspapers as I understand it. Which is why I mentioned that I underestimated how much the terminal value issue would affect it. On paper (ah, a nice pun there!), Jagran is still undervalued assuming no outsize litigation impact due to the promoter group squabble. However, I have changed my mind about the importance/weight given to terminal value and growth by investors. I would like to be proven wrong given my investment :), but I don’t expect it will happen.
Jagran prakashan (30-05-2024)
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