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On 7/16/2021 at 5:28 AM, NBK NTR said:

yeah you can. 

IRCTC is monopoly. If you prefer to hold for long term then its must buy.

how do you justify the valuation bro.... just for my understanding.... 

EPS 11.87, PE 204.25 & Share price 2424.5... 0

Net profits - 214cr (FY16), 219cr (FY17), 308cr (FY19), 528cr (FY20), 189cr (FY21)... indicating YoY profit growth is non-linear.... 

Govt trying to privatize Railways.... 

how is it a must buy?

With its financials..... and assuming a 50% (very optimistic and the best of companies doesn't have this growth rate) YoY growth in profit.... ~1300 - ~1500 seems to be 'value' pick....  at 2424.5, how is it a must buy anedi ardam kaledu bro... 

P.S - growth rate 10-15% anukunte... value price would be less than 1000

 

Edited by Gunner
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3 minutes ago, Gunner said:

how do you justify the valuation bro.... just for my understanding.... 

EPS 11.87, PE 204.25 & Share price 2424.5...  how is it a must buy?

For long term bro....if we check PE and EPS then we cant enter good scrips for long term. For instance, check valuation of Asian paints and Pidilite which are number one in their sector, they have expensive valuation but still I consider them as must buy for long term (5 yrs and above).
"IRCTC is a monopoly business".  I feel this reason is enough. Better to buy in dips at support levels only.

Even for short term also, IRCTC is still a safe bet.

There are many good stocks with affordable valuation and expensive valuation in same sector but I select and buy very few for long term only.

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24 minutes ago, Gunner said:

how do you justify the valuation bro.... just for my understanding.... 

EPS 11.87, PE 204.25 & Share price 2424.5... 0

Net profits - 214cr (FY16), 219cr (FY17), 308cr (FY19), 528cr (FY20), 189cr (FY21)... indicating YoY profit growth is non-linear.... 

Govt trying to privatize Railways.... 

how is it a must buy?

With its financials..... and assuming a 50% (very optimistic and the best of companies doesn't have this growth rate) YoY growth in profit.... ~1300 - ~1500 seems to be 'value' pick....  at 2424.5, how is it a must buy anedi ardam kaledu bro... 

P.S - growth rate 10-15% anukunte... value price would be less than 1000

 

hmm ok bro....valuation prakram choosi less than 1000 anukunte then we can wait at that price bro

nenu 2425 lo must buy ani cheppindi for long term.....meeru annatu Govt trying to privatize Railways valla stock price meeda debba padithe good support levels lo average cheskovachu because IRCTC delist ayye company kaadhu and monopoly kabatti.

ee valuations lekkalu chooskunte then one should wait for such prices.

I still stand on my opinion IRCTC is a must buy.

 

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Just now, NBK NTR said:

hmm ok bro....valuation prakram choosi less than 1000 anukunte then we can wait at that price bro

nenu 2425 lo must buy ani cheppindi for long term.....meeru annatu Govt trying to privatize Railways valla stock price meeda debba padithe good support levels lo average cheskovachu because IRCTC delist ayye company kaadhu and monopoly kabatti.

ee valuations lekkalu chooskunte then one should wait for such prices.

I still stand on my opinion IRCTC is a must buy.

 

OK bro.... if you have a reason for must buy recommendation then good bro...

Naku, too expensive anipinchindi.... sector PE 108.5 aithe IRCTC PE 204.25... double the sector PE......  bull market valla aivundochu... 

anyway, mi analysis meeku vuntundi....

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18 minutes ago, NBK NTR said:

For long term bro....if we check PE and EPS then we cant enter good scrips for long term. For instance, check valuation of Asian paints and Pidilite which are number one in their sector, they have expensive valuation but still I consider them as must buy for long term (5 yrs and above).
"IRCTC is a monopoly business".  I feel this reason is enough. Better to buy in dips at support levels only.

Even for short term also, IRCTC is still a safe bet.

There are many good stocks with affordable valuation and expensive valuation in same sector but I select and buy very few for long term only.

Asian Paints PE - 91.11 Sector PE - 93.25

Pidilite PE - 101.54 Sector PE - 69.84

IRCTC PE - 204.25 Sector PE - 108.50

naku both Pidilite & IRCTC ee price lo too expensive..... even if we give premium to their market dominance... 

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1 minute ago, Gunner said:

OK bro.... if you have a reason for must buy recommendation then good bro...

Naku, too expensive anipinchindi.... sector PE 108.5 aithe IRCTC PE 204.25... double the sector PE......  bull market valla aivundochu... 

anyway, mi analysis meeku vuntundi....

TV5 business breakfast same question adigaru....Analyst Kutumba rao also suggested bull market all time high lo konakandi....wait for corrections ani but oka vela konte hold it for long term annaru

Just shared the same. 

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Just now, Gunner said:

Asian Paints PE - 91.11 Sector PE - 93.25

Pidilite PE - 101.54 Sector PE - 69.84

IRCTC PE - 204.25 Sector PE - 108.50

naku both Pidilite & IRCTC ee price lo too expensive..... even if we give premium to their market dominance... 

I agree bro....konni sarlu Mutual fund houses, FIIs/DIIs ivvani pedda patinchukoru and they buy in bulk at All time high also.   

Nenu Deepak nitrite All time high lo 5 shares konna and waiting for correction to add....but deepak nitrite peers are many giving competetion but IRCTC is monopoly. Anyhow market is always unpredictable bro :D

ipudu CMP lo IRCTC konna kuda nenu long term 5 yrs antunna apudu oka sari IRCTC price check cheddam after 5 yrs....Am not trying to prove correct/wrong but my confidence is monopoly business unna companies every 5 years growth untadi maintaining consistent ROE

 

 

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I tried for ircts at 1500-1600...nenu pettina gtt varku redu.... 1700 somewhere..nunchi jump aipoindi.... 2000above ante chala expensive anipichi teskoledu.... 

 

But many stocks which have given gud returns and monopolies or particularly it sector lo some.... P/e asal too much untu di.... Aina vati craze ala continue avtundi.... 

 

Difficult to judge.... Small percent of portfolio pettukotame... Motham pettakunda... 

Ircts e price lo nen aithe teskonu

 

Edited by chanti149
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16 minutes ago, chanti149 said:

I tried for ircts at 1500-1600...nenu pettina gtt varku redu.... 1700 somewhere..nunchi jump aipoindi.... 2000above ante chala expensive anipichi teskoledu.... 

 

But many stocks which have given gud returns and monopolies or particularly it sector lo some.... P/e asal too much untu di.... Aina vati craze ala continue avtundi.... 

 

Difficult to judge.... Small percent of portfolio pettukotame... Motham pettakunda... 

Ircts e price lo nen aithe teskonu

 

Happiest minds inka peruguthundi ga masteru :D

 

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3 minutes ago, kanagalakiran said:

Happiest edo pichi patti nattu perigipotondi 

Happiest lo inka steam undi invest cheyyochu at correction antunaru TV5 analysts

vadi business endo kani meeru anattu pichi patti nattu perigipotondi 

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8 minutes ago, kanagalakiran said:

Eeroju economic times Tata motors kuda buy echaru 310 range lo vundi 400+ target echaru 

Airtel ki reputed brokers like Motilal and Sharekhan  650 to 700 target icharu :D

Nenu 4 months nunchi hold chestunna....stock is between 525 and 545.....inko ITC in making :P 

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21 minutes ago, kanagalakiran said:

Eeroju economic times Tata motors kuda buy echaru 310 range lo vundi 400+ target echaru 

Nenu average cheskunna tata motors from 305 level....long term ayithe 400+ possible. 

Tata power ki kuda ET vadu target ichadu and slow moving stock idhi...

Daily volumes are good for Tata stocks...retail investors crazy ga buy chestunaru only bcoz of news based

one best example is TTML stock....52 week low 2 rs nunchi 50 reach ayyi correct ayindi....asalu TTML fundamentals endo last 5 yrs performance ento kuda chudakunda huge buy volumes were seen  in the last 3 months.

image.thumb.png.4646aa01660a351acf5b8d5b90418a0e.png

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4 hours ago, NBK NTR said:

Happiest minds inka peruguthundi ga masteru :D

 

Thats wat i was mentioning aboht such stocks....... Endo adi..... Hmmm anavsaranga  50%ammesa 900deggara....

Subex also in watchlist.... Enter avdamani thinking

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13 minutes ago, chanti149 said:

Thats wat i was mentioning aboht such stocks....... Endo adi..... Hmmm anavsaranga  50%ammesa 900deggara....

Subex also in watchlist.... Enter avdamani thinking

Everything appears ‘rosy’ in bull market… biggest mistake most investors make in bull market is to compromise on the ‘quality’ of portfolio in pursuit of quick/high returns…. :dream:

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6 hours ago, Gunner said:

Everything appears ‘rosy’ in bull market… biggest mistake most investors make in bull market is to compromise on the ‘quality’ of portfolio in pursuit of quick/high returns…. :dream:

True.... Aa itching untundi mostly... 

So better thing is to allot a small% of portfolio... Not to dump all the money in such stocks

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7 hours ago, chanti149 said:

Thats wat i was mentioning aboht such stocks....... Endo adi..... Hmmm anavsaranga  50%ammesa 900deggara....

Subex also in watchlist.... Enter avdamani thinking

Today market baaga correct ayyindi....good chance to buy or accumulate holding stocks.

 

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53 minutes ago, NBK NTR said:

Thanks for this heads up....meeru anattu banking stocks baaga correction ayyayi

Nenu antha active kaadu brother at the same time my knowledge is very minimal

over all ga correction mode vubtundi emo enka ee 2 weeks

but good time to average out some good stocks ....and wait for long time 

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37 minutes ago, kanagalakiran said:

Nenu antha active kaadu brother at the same time my knowledge is very minimal

over all ga correction mode vubtundi emo enka ee 2 weeks

but good time to average out some good stocks ....and wait for long time 

naaku kuda minimal knowledge bro....twitter official handles nunchi and youtube choosi koddiga ardam cheskunna. And also booked profit with help of their calls. F&O cheyyali ani interest undi soon or later :) 
 

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2 hours ago, NBK NTR said:

  

naaku kuda minimal knowledge bro....twitter official handles nunchi and youtube choosi koddiga ardam cheskunna. And also booked profit with help of their calls. F&O cheyyali ani interest undi soon or later :) 
 

FnO lo digithe buggi faaaale

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