I need to claim the warranty for the water purifier repair request at my new relocated address within same city but the app is not allowing to do it. And your AI chatbot is not redirecting me to any agent.please help
@urbancompany_UC
@makemytripcare@makemytripcare@makemytrip STILL NO ACTION! This is my 2nd tweet regarding Booking ID: NV2C00224771008. My parents Singapore visa process hasn't even started despite the documents being with you. We travel on May 21, and delay is putting our entire trip at risk.
@makemytripcare I have applied for a Singapore visa through your platform but haven't received any updates yet. I’m concerned about the processing time. Could you please look into this and let me know the status?
@Suresh_kumar047 Thanks 4 ur response Suresh. Just one more doubt so if the nifty stays below the 24800 by May end then will you be exiting the dec ce 26000 position or will you carry forward this to next month since ideally its a dec expiry then the premium should not decay much!!! Please help
@airindia hi team i have raised a refund request with your team through your website on 26 march 2025 and case id 19652229. However till now i haven't recevive any response. Could you please check
@airindia The flight has been cancelled. From ams to delhi and all passengers have been deboarded. Please help me with the cancellation with delhi to amritsar flight
Trading View - Option Chain
Experimental Indicator that shows CE/PE Ltp, Volume, Traded Value (Ltp x Volume) for the chart timeframe
Once OI data is available on Trading View , OI data will be added as well.
Link [https://t.co/iku2vCRwjc]
Animation - Traded Value per min.
@bankofbaroda Hi Team, I have opened a account with BOB , whenever I try to call 18005700 helpline and enter last 4 digit of the account number - it says your account number is not valid. Could you please help
Real Estate Sector - Sector for next 1-2 Years🟢
Many of the players will do extremely well🔥
Do not miss this golden opportunity of the real estate upcycle🌆
4 Stocks, Important Metrics, Valuations - Everything covered in detail
Bookmark 🔖 for future reference
🔸Sunteck Realty: Market Cap - 5700 Cr (CMP 390)
~ Strong foothold in MMR market.
~ Plans to double GDV in the next 3 years, 30,000 Cr --> 60,000 Cr.
~ 25% Growth, Pre-Sales Guidance of 2000 Cr in FY24.
~ Annual Rental Portfolio, Expansion from 35 Cr Current to 320 Cr by FY27.
~ Average return of rented properties 30%.
~ Rs 16,000 Cr of net surplus to be generated from 7 large projects.
~ Embedded EBITDA 35% margin.
~ Net Debt 45 Cr (0.02 D/E), Net Worth 3028 Cr.
~ Net Cash Surplus FY23 - 428 Cr, Surplus Yield - 22%.
Valuations: Mcap/Pre-Sales - 2.8 x, Ev/Embedded EBITDA - 10 x
🔸Prestige Estates: Market Cap - 47,000 Cr (CMP 1170)
~ ₹20,000 Cr Pre-Sales in FY24.
~ 15-20% Growth in FY25, Pre-Sales may exceed ₹24,000 Cr in FY25.
~ Annuity Income Portfolio of 3900 Cr by FY28.
~ Targeting ₹5,000 Cr in FY 2025, with the potential to go up to ₹10,000 Cr.
~ 32,000 Cr Top line will be recognized in the next 3 years.
~ 53 Mnsf project in the pipeline 42,000 Cr + 16,000 Cr of Inventory.
~ Aggressive Expansion in New Geographies Mumbai, Delhi NCR.
Valuations: Mcap/Pre-Sales - 2.35 x.
🔸Max Estate: Market Cap - 4050 Cr (CMP 276)
~ Best plays in Delhi NCR Region expanding its commercial & real estate portfolio.
~ 2200-2400 Cr Pre-Sales in FY25.
~ 15-20% Growth over the next 3-5 Years.
~ Targeting Sales of 4000-4500 Cr by FY29.
~ Rental Portfolio to expand to 300 Cr by FY27-28 and 400-475 Cr by FY29.
~ Plans to add 2 Mn sqft every year across NCR.
~ Estate 128 (First Luxury Residential Project) Sold out, Total Sales Booking 1800 Cr, Total Collections 441 Cr, Topline Contribution from FY28.
~ Valuations: Mcap/Pre-Sales - 2 x.
🔸Suraj Estates: Market Cap - 1150 Cr (CMP 260)
~ Suraj Estate is a South Central Mumbai-based real estate company focused on redevelopment projects.
~ The company has a legacy of 37 years and has completed 42 projects.
~ Enjoys 40% Margins for Redevelopment projects.
~ Total 29 Projects (13 - Ongoing sites, 16 - Upcoming Projects).
~ 13 Ongoing sites with a pipeline of 7.44 Lakh sqft.
~ GDV of Rs 708 Cr from ongoing projects.
~ Balance Cash flow of Rs 1,458 Cr to flow from FY25-FY29.
~ The company owns 16 land banks in Mumbai and 80% of them already have approvals.
~ 3 Launches in Q4, will exceed FY23 sales value of 635 Cr.
~ High-Cost Debt Repaid, Repaid 285 Cr Debt and 23.5 Cr additional secured debt, Interest Cost will reduce drastically. Net Debt - 219 Cr
- Mcap/Sales < 2
WHY REAL ESTATE?
- Real estate sector is in the middle of a long upcycle.
- Usually, real estate cycles are long and last for 6-8 years.
- Pre-sales growth has been solid for most of the players.
- As the interest cycle may come down in the next 6 months, the real estate sector will be the biggest beneficiary.
- Housing inventories continue to be at record low levels.
Checklist for Real Estate Companies:
- Pre-sales growth guidance of > 20%.
- Increase in Rental portfolio.
- Pipelines across various geography, Healthy Launches Pipeline.
- Leverage at monitorable levels.
- Strong Execution and Track Record.
- Embedded EBITDA Margin, Cashflows, Pre-Sales, Realisations, Collections, Inventory.
- While tracking Real Estate Stocks, Profit & Loss Statement makes no sense.
- At the end what matters the most is Cashflows, It should be monitored like a hawk.
Pre-Sales & Collections are the most important metrics to track.
VALUATIONS
Mcap/Pre-Sales is a better metric to value real estate companies.
Other Metrics - Embedded EBITDA/Mcap, OCF/Mcap
#PRESTIGE #Prestigeestates #SUNTECK #sunteckrealty #SURAJEST #surajestate #MaxEstates #MAXESTATES #RealEstate #stockmarkets #StocksToWatch
* Covered call with Strangle adjustment *
Before explaining everything will show my results and as I am against to show profits in social media will show only my wining strikes .
Here it is the results of the strategy and risk management.