If #AsianPaints went back to its ATH of 3600 by 2033 (28% upside from CMP) + profits tripled to ~12,000 Crs (12% CAGR - Last 3/5/10/15 yr PAT CAGR was on an avg 13%)
The 25 Yr Stock Px CAGR would STILL be 15% and the stock would STILL be trading at ~30x FY33 PAT
1/n
The 25 Yr Stock Px CAGR would STILL be 15% and the stock would STILL be trading at ~30x FY33 PAT
1/n
If #Fevicol (Pidilite) went back to its ATH by 2033(22% upside from CMP) + Profits tripled to +4,000 crs, (12% CAGR - last 3/5/10 yr PAT CAGR avg was 8%)
The 25 Yr Stock Px CAGR would STILL be 15% & the stock would STILL be trading at 35x FY33 Earnings
2/n
The 25 Yr Stock Px CAGR would STILL be 15% & the stock would STILL be trading at 35x FY33 Earnings
2/n
Did similar exercise on 5 BAAP stocks with a total Mkt Cap of $110 bn
All of them r trading between 5-12x PEG
DII + Retail are currently holding a Stinky bag worth ~$30bn in JUST THESE 5 NAMES
May the good Lord bless those poor souls for a world of pain awaits them
~Fin~
All of them r trading between 5-12x PEG
DII + Retail are currently holding a Stinky bag worth ~$30bn in JUST THESE 5 NAMES
May the good Lord bless those poor souls for a world of pain awaits them
~Fin~
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