Prime Stock Recommendation: A play on urbanisation and premiumisation
N V Chandrachoodamani
Chandrachoodamani started his capital market career in mid 2000s with Equity Intelligence India and then worked with several capital market Intermediaries in various roles over the last 15 years. Most of his career experience has been in equity research and PMS. Most recently, he was with MOAT, a PMS firm. He is a graduate in mathematics, a post graduate in finance, and holds a CFP certification. LinkedIn|Twitter
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4 thoughts on “Prime Stock Recommendation: A play on urbanisation and premiumisation”
Dear Chandrachoodamani
I am fan of your analysis, crisp one yet insightful as always.
Thank you sir
Good story and fundamental thesis. But wrong time, rates are going up, energy prices are going to skyrocket. This will impact RE and Auto, both of which are consumers of this business. Moreover, at the valuation of 36x, when the broader market is 22-24x, and given the reasonable leverage in the business, I would wait for cheapening. I will add it to my watchlist however. Thanks
Welcome your comments sir
Good to hear that you are taking into account the risk factors clearly.
The valuation of 36 times is based on trailing 12 month earnings where Q1 was impacted by lock-downs. Would have been 31 times otherwise and is poised for good growth.
Please continue to be cognizant of various risk factors and take a staggered buying approach.
Thank you
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