Tagged: Investor presentation
- This topic has 14 replies, 8 voices, and was last updated 3 years, 11 months ago by jmathew.
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December 23, 2020 at 11:45 pm #9905vstvmRegistered Boarder
Hi friends, please find the new research report of dec-2020 found on the net. Please provide your views.
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December 24, 2020 at 12:09 am #9907December 24, 2020 at 11:08 am #9910odyseeRegistered Boarder@vstvm1981, thank you. A fantastic report.
December 24, 2020 at 2:33 pm #9912sateannaRegistered BoarderVery nicely done report. Perhaps the most comprehensive till date. Kudos to Harbeer Singh Chadha ji for coming up with it at such a crucial juncture and thanks to @vstvm1981 for sharing with us.
6+December 24, 2020 at 9:26 pm #9911MunirajuRegistered BoarderIt is a n excellent report and contains lots of data on industry and Company. Hats of the writer!!!
3+December 24, 2020 at 11:08 pm #9919VALUEBUYER001Registered BoarderDecember 24, 2020 at 11:10 pm #9921VALUEBUYER001Registered BoarderAnother research report is enclosed as above
4+December 25, 2020 at 9:29 am #9923odyseeRegistered BoarderCan any forum member assist in putting up the above research reports on the Moneycontrol board?
Would certainly help in countering the nay-sayers.2+December 25, 2020 at 9:30 am #9924odyseeRegistered BoarderSorry, both the above reports.
1+December 26, 2020 at 11:41 am #9937@odysee it is not possible to upload the link in the MC as the entire team is completely deleting the messages. If they hide the message by posting numerous useless messages, it is different, but they are completely deleting the messages without any trace. I think the naysayers are aware of all the developments, that is the reason they don’t want let others to be aware.
5+December 26, 2020 at 12:18 pm #9940raviblkRegistered BoarderMost of the points higligted in the report was already explained in detail by MR.Logan in this forum. Hats off to him. May be Mr. Logan can publish his own new reserch report in Jan 2021 insted of looking elswhere.Tahks again
December 30, 2020 at 11:39 pm #9982jmathewRegistered Boarder##9905 based on this report (5 years target) a blind buy at this level. BUY And hold for couple of months and Take the capital out and hold the remaining shares for long term Even 5 years target can be history by Dec 31 2021. Cheers and all the best to BCG investors.
6+January 1, 2021 at 9:57 pm #9997jmathewRegistered Boarder#9905
Just for your info.
Tanla total revenue is around 1100 Cr and the Market cap is 9300 Cr
Affle total revenue is around 200 Cr and the market cap is around 10000 Cr.
BCG total revenue is around 2800 CR and Market cap is below 500 CRThe market is fully aware that, BCG’s management is very serious in closing all outstanding issues and expects it will be done before Q4 result. BCG will be debt-free by April 2021 with an adjusted book value of Rs.35 and eps of Rs. 6 (I may be wrong in BV and EPS) and BCG’s will move very quickly to a minimum market cap of 5K by Q1 2021, before finding its fair value by April 2022.
January 1, 2021 at 10:38 pm #9998LoganRegistered Boarder@jmathew, Affle’s revenue is not 200crs, for FY20 it was 340crs and this year it may make more than 400 or 450crs.
3+January 2, 2021 at 7:59 pm #10000jmathewRegistered Boarder@Logan Sir, Thank you very much for correcting me.
Dears,
Tanala Book value is rs 32 and trading near to Rs.700
Affle Book value is rs 90 and trading near to Rs. 4000
BCG current Book value is rs. 55 and trading below 10 ( after PO and Daum settlement, expected BV is around Rs.35. Lycose BV and EPS will be added to BCG after Daum settlement).
Averager industry pe is 28. Bamboo/OAK tree, BCG is fully loaded with fundamentals and will be the share of the year 2021. Best wishes to all the BCG investors and see you all after the Q3 result. -
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