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#GodrejProperties (Multi-Timeframe Analysis) by Ravi Patel
🧵explaining Multi-Timeframe Analysis (Monthly - Weekly & Daily)
Retweet🔁Like❤️ to spread learning with all
Stock may fire 🔥 above 1310 SL 1125 for TGT 1650/1700.
@KommawarSwapnil (Views Invited)
#TechnicalAnalysis
🧵explaining Multi-Timeframe Analysis (Monthly - Weekly & Daily)
Retweet🔁Like❤️ to spread learning with all
Stock may fire 🔥 above 1310 SL 1125 for TGT 1650/1700.
@KommawarSwapnil (Views Invited)
#TechnicalAnalysis
@kMakrandIAS @dtcphry Pls order STRUCTURAL AUDIT of #GodrejSUMMIT BY #IIT.
Rebinding of 2,000+ Balconies in 640 flats within 3 years of OC raises serious questions on Construction Quality of @GodrejProp Simplex Infra
Repair not complete in 2+ years
@DEEPAKKAHUJA🙏
@GodrejGroup
Rebinding of 2,000+ Balconies in 640 flats within 3 years of OC raises serious questions on Construction Quality of @GodrejProp Simplex Infra
Repair not complete in 2+ years
@DEEPAKKAHUJA🙏
@GodrejGroup
Severe water leakage in basement throughout the year
@CBRE_India identified leakages from the structure which needs specialized contractors and shared all details with @GodrejProp , but no action by Godrej Properties since 2020
#GodrejProperties
@GodrejGroup #CheatedHomeBuyers
@CBRE_India identified leakages from the structure which needs specialized contractors and shared all details with @GodrejProp , but no action by Godrej Properties since 2020
#GodrejProperties
@GodrejGroup #CheatedHomeBuyers
#GodrejSUMMIT Terrace of Tower H of Godrej Summit, water logging even in month of February 2022 when there are no rains. Water seeping into the flats. What will be the situation in monsoons? @GodrejProp
#valuations #GodrejProp
Godrej Properties, Consol. Networth
March 2009 Rs 299 cr,
March 2019 Rs 2469 cr
change Rs 2170 cr
Securities Premium (on account of capital raised)
March 2009 Rs 148 cr
March 2019 Rs 2695 cr
Change Rs 2547 cr
Godrej Properties, Consol. Networth
March 2009 Rs 299 cr,
March 2019 Rs 2469 cr
change Rs 2170 cr
Securities Premium (on account of capital raised)
March 2009 Rs 148 cr
March 2019 Rs 2695 cr
Change Rs 2547 cr
In 10 years, Networth change < Capital raised, meaning company has lost money for 10 years. It has reported profit every year but then there are adjustments to PAT! Net effect - negative earnings for 10 years.
Not paid dividend after March 2015. Has raised capital every 2 years. I havent included the latest raise of Rs 2100 cr in June 2019.
Yet trades at mind numbing valuations of almost Rs 24k crores.
Yet trades at mind numbing valuations of almost Rs 24k crores.
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
