New Research Report for Dec-2020

Viewing 16 posts - 1 through 16 (of 16 total)
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  • #9905
    vstvm1981
    Registered Boarder

    Hi friends, please find the new research report of dec-2020 found on the net. Please provide your views.

    #9907
    vstvm1981
    Registered Boarder
    Topic Author

    My sincere thanks to the author for the research report.

    #9910
    odysee
    Registered Boarder

    @vstvm1981, thank you. A fantastic report.

    #9912
    sateanna
    Registered Boarder

    Very 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+
    #9911
    Muniraju
    Registered Boarder

    It is a n excellent report and contains lots of data on industry and Company. Hats of the writer!!!

    3+
    #9919
    VALUEBUYER001
    Registered Boarder

    Please find the research report

    Attachments:
    1. 1608827391773.pdf
    #9921
    VALUEBUYER001
    Registered Boarder

    Another research report is enclosed as above

    #9923
    odysee
    Registered Boarder

    Can any forum member assist in putting up the above research reports on the Moneycontrol board?
    Would certainly help in countering the nay-sayers.

    2+
    #9924
    odysee
    Registered Boarder

    Sorry, both the above reports.

    1+
    #9937
    vstvm1981
    Registered Boarder
    Topic Author

    @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+
    #9940
    raviblk
    Registered Boarder

    Most 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

    #9943
    Logan
    Registered Boarder

    Thanks @raviblk.

    I’m working on few reports like BCG and other adtech companies, valuation of subsidiaries, cash flow issues, why market sentiment towards BCG was/is extremely negative, how new age companies are valued compared to older tech companies etc.

    I wanted to know the yearly results of other adtech companies to compare with BCG. In the US, the FY is Jan-Dec (ours is April-March) so after the companies report their results I’ll start working on the article on BCG and it’s competitors.

    #9982
    jmathew
    Registered 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+
    #9997
    jmathew
    Registered 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 CR

    The 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.

    #9998
    Logan
    Registered 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+
    #10000
    jmathew
    Registered 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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