@Sharad9Dubey SKM cannot easily pass domestic structural inflation onto international buyers, which structurally compresses their operating margins and is negative for them.
@livemint@DipaliBanka@NehalChaliawala Indigo Paints grew sales by just ~2% two years ago and ~5% last year. Also now Birla Opus is aggressively undercutting the entire market.
Honestly... is this 25% growth comeback possible at this point? ๐คทโโ๏ธ #INDIGO#StockMarket#PaintsSector
At first glance, the Lalithaa Jewellery IPO looks like an absolute steal. ๐คฉWith a Price-to-Earnings (P/E) ratio of just ~11.1x and a Price-to-Sales (P/S) at a mere 0.45x, it seems too good to pass up. But is this a value trap? Letโs dig into the real numbers. ๐งต๐
For at least the past decade, there have been consistent reports of numerous engineering colleges facing zero enrolments. Given the oversupply of these institutions, students are unwilling to risk admission unless a college can guarantee strong infrastructure and reliable placement opportunities.
@cricket_is_lyf Even Chris Gayle faced a massive number of dot balls compared to global averages, but his ability to hit sixes meant he could completely ignore the need to rotate the strike. Why can't Pant?
In red-ball cricket, he's a nightmare for bowlers. In T20s, he looks trapped. Is it the field settings, the pressure to hit from ball one, or something else? ๐ค #RishabhPant#Cricket#SLvIND
Once Sammaan Capital Ltd Book Value was around 275. The stock was languishing at less than 0.5x Price to Book. It looked like a screaming bargain.
Today? That Book Value has collapsed to just 164 as the poor quality of assets was finally recognized.
The market is a forward-looking machine. What looks like an "irrational" discount is often just the market accurately pricing in future reality. It knew the assets were bad before the balance sheet admitted it.
When a stock is dirt cheap, ask yourself: is the market wrong, or does it know something you don't? ๐๐ง
#FinTwit #ValueInvesting #StockMarket #InvestingLessons
DAM Capital: "Buy Milky Mist IPO! Target โน175! ๐"
Also DAM Capital: Stock casually bleeding from โน286 down to โน147 ๐๐ซ
The ultimate irony, the guys selling you the growth dream are currently sitting on a 50% drawdown. Physician, heal thyself first!
#DAMCapital#MilkyMist #FinTwit #StockMarketIndia