Stock recommendation: A solid company, a sharp fall, a great opportunity
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18 thoughts on “Stock recommendation: A solid company, a sharp fall, a great opportunity”
I am logged in but cant read articles, why? I am a subscriber
Hello Sir,
We have raised a ticket and responded to your query. Kindly check your inbox for the same.
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Gaurav Menon
Hi Aarati,
Can you please tag the update on recommendation dated October 18, 2021 (https://staging.primeinvestor.in/prime-stocks-an-update-on-a-recommendation/) in some section in the “Rationale” page (https://staging.primeinvestor.in/stock-coverage/?co_code=23401) for cataloguing purpose?
Thanks.
Yes, thanks for pointing it out. – regards, Bhavana
Excellent analysis !!
There is one segment which they are trying to develop is tourism or like travel consultants. Few of my clients have experienced the same and were more than happy from value for money perspective!!
I wish next time when you review the stock, we consider this aspect also.
Best wishes!!
Thank you for that insight. Will definitely look into it.
Question to Arati. Am just curious about the disclosure of not owning the stock. Is there any reason why you don’t own it, but recommend it? I mean, why would you not buy it for your portfolio yourself if you are convinced it is a good buy? Not questioning you, but just want to understand the reasons. TIA.
Valid question. I have been wanting to buy it and that’s why had put it on watchlist for long. But when prices corrected I prioritised writing it over buying for my own portfolio. Regulations and ethics prevent us from buying a stock just before recommending it. That would be frontrunning. Still plan to buy once cooling off period is done.
Thank you, Aarati. Good to see you putting fiduciary responsibilities ahead of personal portfolio.
– Prem
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Govt might not want to disinvest IRCTC anymore since they know this is cash generating machine with ability to scale platform with minimum cost. They already did blunder with IPO pricing. Revenue streams you have mentioned can significantly increase EPS going forward. Also they can monetise their customer database which itself is game changer. Looking at valuation multiples for companies like Affle are commanding, PE of IRCTC is nothing esp. considering huge customer base. Well researched article asusual.
Thank you! Yes you have good points. But Govt can sometimes be irrational. Look how they waived convenience fees just before IRCTCs IPO!
Agree, Govt can be irrational also as you have rightly stated.
Excellent analysis. Thank you very much. My only concern is that it will be difficult for IRCTC to maintain the monopoly.
Thank you. Yes that risk exists
Maam, will it be possible to give a buy price and maximum buy price ?
The buy price is there in the table. Will move out of but list if price is too high
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