Trade Brains

MAY 24, 2023

2019 0 1,402.52 appears to be a fundamentally strong company with consistent revenue and growth, healthy profitability, and a reasonable valuation. As the company has merged with Mahindra & Mahindra, which has a 40% share in the Indian market. Fiscal Year ROCE ROE 2023 51.41 2022 0 2,160.23 2021 0 42,925.79 2020 0 6,555.40

Engineering 59

Engineering Planning Manufacturing Accounting 59

Trade Brains

MARCH 1, 2024

2019 ₹1,066.34 ₹47.98 Fiscal Year Operating Profit Margin (%) Net Profit Margin (%) 2023 11.24% 3.61% 2022 15.98% 7.84% 2021 22.51% 10.66% 2020 15.94% 6.82% 2019 11.56% 4.67% 5 Year Average 15.45% 6.72% Return Ratios Genus Power Infrastructure reported an ROE of 3.06% in FY23, halving its FY22 ROE from 6.27% in FY22. Market Cap (Cr.)

Planning 59

Planning Manufacturing Distribution Government 59

Trade Brains

MAY 1, 2023

The company had its IPO in September 2019 with the government of India selling its stake partially. Fiscal Year RoCE RoE 2022 47 40 2021 18 14 2020 56 40 2019 45 29 2018 36 23 (figures in %) Debt/Equity and Interest Coverage We’ll keep the debt analysis of IRCTC short as it is largely a debt-free stock with a debt-to-equity ratio of 0.06

Planning 52

Planning Food Government Budgeting 52

Investing Caffeine

APRIL 1, 2022

As I pointed out last month, we are coming off a heroic advance over the last three years (2019/2020/2021) with the S&P 500 soaring +90%. They certainly could, but valuations remain attractive given where interest rates currently stand. Source: Yardeni.com. Could the headwinds previously described cause prices to go lower?

Economy 59

Economy Economics Valuation Investments 59

Trade Brains

APRIL 23, 2023

TCPL) was formed in 2019 after the merger of the consumer business of Tata Chemicals Ltd. Along with this, they should take a rather holistic view of the stock giving due consideration to valuations, profitability, earnings growth, and more. .) ₹66,750 EPS ₹12.5 and Tata Global Beverages Ltd. And why do you prefer them over others?

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Trade Brains

MAY 22, 2023

Fiscal Year Operating Revenue Net Proft 2022 13,391 1,550 2021 8,958 746 2020 6,556 357 2019 7,248 472 2018 5,228 300 5-Yr CAGR 20.7% 2019 3,359 14.1 The present valuation at a high P/E of 56 and P/B of 18.5 This happened as the company changed its tax regime to follow a more favorable one. 2021 4,197 17.8 2020 3,589 10.0

Sales 52

Sales Manufacturing Distribution License 52

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness.

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

NOVEMBER 20, 2022

After a sixfold jump in two-and-a-half years, it has got a lofty valuation! We’ll take a look at its business, its clients, its financials, and more. Dixon Technologies – Financials. 2019 2984 63. Mar 2019 4.29 Mar 2019 16.75 In this article, we shall take a look at a similar Indian company.

Electronics 52

Electronics Manufacturing Medical Clients 52

Brown Advisory

MARCH 24, 2021

Electricity consumption worldwide in 2019, by select country (in terrawatt hours) Source: Statista, IEA. Survey period 2018 and 2019. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Data from 31 December 2019 to 18 March 2021. Data is for 2018.

Assets 52

Assets Economics Investments Investing 52

Brown Advisory

MARCH 24, 2021

Electricity consumption worldwide in 2019, by select country (in terrawatt hours). Survey period 2018 and 2019. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Data from 31 December 2019 to 18 March 2021. Data published in November 2019.

Assets 52

Assets Economics Investments Investing 52

Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?”

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January.

Math 52

Math Assets Investments Investing 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Jobless claims rose to 219,000, up from the previous week’s 190,000 and in line with 2019’s average. Stocks Start Strongly. from a year ago.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Tue, 11/12/2019 - 16:31. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. financial markets, to be a global leader for more than a century.

Investing 52

Investing Investments Assets Economics 52

Bell Investment Advisors

MARCH 15, 2023

Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. stock market. The 10-year bond, which is often one of the key interest rates that’s measured in financial markets, actually got to about half a percent.

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. And that lasted until 2019, until the covid to 19 pandemic. That’s very much a top down view from what Howard Marks was setting up.

Banking 130

Banking Investing Investments Clients 130