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Useful analysis. Thanks
Thank you, Venky.
Awesome Video Always a pleasure to watch your videos. Learn so much. Thanks
Thank you Harjeev Ji, for your constant support 😊
Compare it with CreditAccess Gramin!
Well explained ❤
Thank you 🙏
Please make videos on your all smallcap companies holding in your model portfolios ❤
This is a very good initiatives. Please make videos on your all smallcap companies holding in your model portfolios ❤
❤Thank you so much for such educational videos 🎉
Nice presentation krishna, Hoping you will cover QSR/logistics/matrimony/Reits in the upcoming videos.
Nice explanation and walk through Krishna. Hope you'll cover any QSR / logistics sector in upcoming videos.
What would be the near term growth in EPS if it is not being saturated??
👌
Good Video.. Thanks for sharing..
Thanks for this❤
Good😊❤
Thank you.
Again a good storytelling Krishna👍🏼
Thank you
Sir now mere pass 100 shares hai is stock ke so abhi lower ckt chl raha hain.. can I hold ??
Nice to see you Krishna. Keep up the good work.
Thank you, Arun.
Very good analysis. Could you please discuss PB Fintech? Thank you!
Thank you, Pranav. Sure, will pick up PB Fintech to analyze.
Good stock...good sector...good deep analysis ❤
Thank you, Rishi.
What about Avalon tech
EXCELLENT ANALYSIS. CONGRATULATIONS FOR THIS ANALYSIS.
Enjoyed the data backed analysis. Thanks
Thank you, so much. Glad that you liked it.
Very nice analysis with data base keep it up ❤.
Thank you, Rishi.
Super Krishna appala (KK) ❤
Thank you, Raveendra garu.
I'm holding kotak at 1617 and want to exit when will it bounce back
Bluestar & Voltas
421st subscriber!! Us se pehle chaar sau beesi ho rahi thi
😄 Promo SM
can you analyse ZFC India which I believe is also in the same sector as Craftsman auto
Good content, good work in informing the audience
Confidence of speaker is missing. Same was the case with CG Power video.
Thank you for your feedback. Will work on it 👍
Great presentation. Pls analyse Craftsman Automation in the upcoming videos.
Thank you. Sure, will cover Craftsman Automation in next video.
Hi @helloworld20202: Here is our video on Craftsman Automation: kzread.info/dash/bejne/gayKw6-CaLHbnps.html
I thank you Krishna ji for giving detailed presentation on CG Power. It is a very informative article and thanks for starting new series for discussing one company every week. I request you to kindly give us a detailed presentation on Repco Home Fiancé company in the next week. Thanks again for your expert presentation.
Thank you 🙏
Hi Krishna, Have been following you CM premium from long ago. Can be slightly dumb to ask but What's the meaning of Turn-around story and Growth story? Thanks for helping us grow... cheers!
Hi Ankit, On the turnaround & growth story part: Initially when Poonawalla took over Magma Fincorp three years back, they had to clean up the balance sheet, replace the core team, introduced new product segments etc. This clean-up process can be broadly termed as a Turnaround. Once the turnaround is completed, the NBFC had identified a few areas to focus on (MSME & Retail). Now they are looking to grow aggressively in these segments, which is a growth story for the next 3-5 years.
Got it@@KrishnaAppala... Thanks for the help.
Please do a study on antony waste handling cell
1. Was surprised to see Norges Bank ready to participate in delisting. There was a time when Norges bank used to be a champion for fighting for minority shareholders. 2. May be RBI should have done some background analysis on how bank would misuse the guidelines 3. Is this a cockroach in the kitchen event?
Awesome video. Loving this new format of deep diving of stocks in videos. ❤
Zudio, Misbu, Utsa - why such strange names? or do they make sense in Parsi?
Too slow conversation
Nice explanation
Thank you Vineet.
Great insights. It's rare to find such companies with high cash reserves and low debt levels with the main customer being PSUs or the government. One little suggestion Krishna, try looking at the camera. It will help take your amazing delivery skills to the next level.
Thank you, Vinit. Will surely incorporate it.
Great analysis anazing insights. Which city you are from ??
Thank you. We are based out of Bangalore.
Super video thanks keep them coming
Thank you.
The company is an asset owner, but the analysis is done for a hotel operator. I would expect the focus to be on revenue per room and not things like daily room rent and revenue per available room which is more of operational metrics. ROA and ROCE would have been helpful too. When it comes to tailwinds, I would expect that a lowering of interest rates would be beneficial to a company of this nature. Execution and Financial Leverage risks are really table stakes for any business. You could've called out the risk of the revenge tourism ramping down once household savings returned to pre-pandemic levels putting pressure on lease renewals. If they have 40 properties, the average google maps rating across those properties could be a good metric to see and track.
Very valid points. This is a video summary of our blog post on the same. Hence couldn't able to cover all the points. Here is the complete write-up if you are interested: www.capitalmind.in/2024/02/samhi-hotels-analysis/
loved it!
Glad that you liked it Nithin.