Very clear explanation. As there is lot of moving parts in Tata Motors ( If china slows down then JLR sells gets hurt, if Europe slows down again JLR sells gets hurt, if indian manufacturing slows down then CV sales gets hurt, if registration and other charges starts to be leaved on electric cars then their EV sales will slow down). Many are considering Tata’s are building strongest cars with 5 star rating but in reality they are building low quality cars and selling it through worst dealer network. In social medias we can see how many new car owners are complaining against their new cars built quality and their service experience in Tata’s dealerships compared to other brand. With these many issue I think Tata Motor cannot command high valuation.
Posts tagged Value Pickr
Screener Specter – Companion for screener.in (19-08-2024)
Thank you for sharing your experience with Screener Specter! I’m glad you found the explanations helpful. I completely understand your point about the total score—it’s definitely important to dive deeper into the details rather than relying solely on a single number. I’m considering ways to better emphasise the commentary and provide even more insights in future updates. Your feedback is really valuable, and I appreciate you taking the time to share it!
Screener Specter – Companion for screener.in (19-08-2024)
Thanks so much for using Screener Specter and for your thoughtful feedback! I totally get what you’re saying about not relying solely on a total score—it’s important to dig into the details. I’m thinking about how to make the commentary even more central in future updates. Your input means a lot, and I really appreciate you taking the time to share it!
Jyoti Resins & Adhesives Limited (with bloated reserves) (19-08-2024)
bhai ye kya ho raha hai is company mein guidance ko leke. guidance karte hai yoy 25 %, ata 3% hai??
Ranvir’s Portfolio (19-08-2024)
Thank you sir for guiding new investors like -me.Sir through your concall analysis i found many good companies.Thanks for doing such a great work.
Ranvir’s Portfolio (19-08-2024)
I think, u r on the right track. Once u r done with basic investment books by the likes of Lynch, Buffett, Fischer etc … the only thing that needs one to do is to keep following company’s concalls and investor presentations. Most of them are self explanatory and don’t need much of hand holding
U Tube channels run by the likes of Ishmohit Arora, Sahil Bhadvia etc are helpful – Yes
On technical sectors like pharma, hospitals, diagnostics – I would recommend u to go through Youtube videos of Sajal Kapoor and Aditya Khemka
IRM Energy – A new kid on the (listed CGD) block (19-08-2024)
Any information on Enertech Distribution Management Pvt Ltd holding 21% in IRM energy. Are they strategic shareholders? If so, what do they help the company with?
TIA
Disc. Tracking. Not invested
Indiabulls Housing – A compounder from here? (19-08-2024)
Thanks for insight by learned contributors.
Can someone also project Book Value for FY26 or 27 with all foreseen Equity Dilution ?
Rategain – Fast Growing SaaS Leader (19-08-2024)
One thing I would like to point out that, Mgmt had guided for 20% rev growth in Q4fy24 and did achieve that guidance, despite some issued faced by the mgmt.
^ One of the Expedia partner sites is getting consolidated & it was a big volume generator for us. And so, as a result of that strategic direction, we are seeing those volumes get reduced on one of these OTA sites.
^ One customer, renegotiate the pricing , because of the larger volumes we had to discount. We usually do not entertain, volume discounts. This was a one-off case where it was a, very large customer & the footprint that we have with them is quite significant. We had this one contract from DISHCO acquisition, where we were charging significantly & given the importance of this large customer, we had to entertain lowering the price. I don’t see this as a systematic trend.
^ On Martech, we had like a big large chain that bought like a mid-sized chain, which was a customer for us on the Martech side. So, we’ve seen some bumps.
Had these issues not been there, I think they would achieve higher revenue growth.
Disc: Invested & Biased.