In our next business analysis on Sunday. We will be analysing a company that can grow at 20% for next 3-4 years and is trading at 14 times cash flow. It's a large cap and has a mcap of over 1L crores.
Can any of you guess the name?
There's a special gift planned for whosoever gets it right first!
Rt the tweet and comment to participate :)
Another update:- it trades in a band of 14-17 times Price to cash flow. Socho, socho. Ignored name hai bohot
Banks are valued on P/B basis. Cash flow doesn't matter here.. please think before commenting
• • •
Missing some Tweet in this thread? You can try to
force a refresh
NSE IFSC - How to Invest in US Stocks 🇺🇸 from India 🇮🇳? #NSEIFSC#USSTOCKS
A detailed Thread on the NSE IFSC route for investing in US Stocks for Indian Retail Investors 🧵
RETWEET FOR MAX REACH
Major FAQ’s 🙋♂️❓ 1. What is this all about? 2. What can we buy? 3. How can we buy?
4. Who can buy? 5. How much can we buy? 6. What benefits? 7. Exchange timings & modalities? 8. Any risks?
Ever heard of FAANG, Metaverse Stocks & a whole host of stocks that seem so promising but yet so out of reach. Within this global village, information is traveling at a speed of light, so are our expectations from our PF.
6 Bullets of Revolver Loans 🔫 1. What is a Revolver Loan? 2. Any examples? 3. Don’t I have to pay just the min amount? 4. But I don’t have the cash flow. 5. What about my credit score? 6. Wait, wasn’t a credit card for convenience?
First, let’s understand an old proverb, ‘excess of anything is bad’. Anything & everything that has been developed, discovered or invented has 1 core limitation. When used or consumed in excess, no matter how beneficial it could have been,
it will raise its head like a cobra & can strike with lethal venom leaving one paralysed or slain.
Sona BLW Precision Forgings Ltd. (SONA COMSTAR) #SONACOMS
Annual Report 2021 Elec-thread ⚡🧵
RETWEET FOR MAX REACH
Let’s put the plug into 5 sockets: 🔌 1. Company 2. Industry 3. Products 4. Strategy 5. Risks
(Not a Recommendation)
First, let’s understand a mental model called VALUE MIGRATION. Simply put it means the migration of value from obsolete businesses to new more effective businesses. This was first introduced by Adrian Slywotzky, an American professor of Ukrainian descent in his book by the same
name ‘Value Migration’.There are numerous examples of industries or businesses where value has migrated to new or better business or product. One which all can relate to is the music industry. From gramophone to streaming online, we have migrated far & so has VALUE.
(Disc:- Not invested. Part of my substitute bench if it becomes favourable, Not sebi registered)
🧵🧵🧵🧵🧵
Privi has Commissioned the Prionyl project on 31st of December. In January the primary production has started. For Prionyl spot market is something that they will tap around before they get in a position to get into the long-term contractual business.
The other two projects the camphor as well as the Galaxmusk is on track and they expect that by March most of these projects will also be capitalized and they will start bringing in the revenues from the Q1 2023.
Capacity utilisation essentially means how much of the capacity is currently being used for production.
Capacity utilisation is a very good concept when it comes to cyclicals or companies where a substantial capex has been done but the capacity remains unutilized due to low demand or regulatory approvals not being completed.
Coming to Asset turns:
Gross Asset Turns or also known as gross block turnover. Reflects the sale that is generated per Rs of gross asset on the balance sheet.
🧵Thread on Warrants, Share Buybacks & Right Issues
🧵Let's unroll:
What are Warrants?
Equity warrants are instruments that bestow upon the holder of the instrument the right to buy a particular stock at a predetermined price within a stipulated time frame.
Who can apply?
Warrants are issued by the way of preferential allotment to promoters, institutional investors, and other strategic investors.
How to apply?
Warrants are issued by the way of preferential allotment to promoters, institutional investors, and other strategic investors.
In case the warrants are not exercised, the entire upfront payment is forfeited.