| Author | Message | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4159 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
Ledu naaku valupickr lo chese range analysis raadu, edo db varaku maatrame Valupickr link pettandi Valupickr lo mention cheyyagane every stock min 50% pruguddi adento asalu artham kaadu | ||
Jalsa Legend Username: Jalsa Post Number: 31902 Registered: 02-2008 Posted From: 107.77.76.45 Rating: N/A |
Awara brother valyepickr lo kioda padindhi thaadu deeni meedha kothhagaa. Meerenaa vesindhi? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18314 Registered: 02-2014 Posted From: 153.2.247.32 Rating: N/A |
wow.... | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4136 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
almost anni schools ippudu same strategy notebooks nunchi anni valla daggare teesukovali nursery kid ki books and stationery etc kinda 2000+ teesukunnaru | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18297 Registered: 02-2014 Posted From: 153.2.247.30 Rating: N/A |
wowo guru..superb business strategy idi maatram | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4101 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
Margin easy ga untundi maa kid ki bachpan lo nursery ki around 30,000 charge chesaru which my friends say is a lot cheap so class ki 25 members 7.5 lakhs per one section ala three sections unnai ivi kaka lkg 3 sections ukg 2 sections enta ledanukunna around 60 lakhs oka branch maata idi teachers ki 10,000 istunnaru anukunna with 10 teachers (overestimating this) still cost will be 12 lakhs per year infrastructure etc vesukunna kuda chala migultundi dressess books ani valla daggare konali, malli adi etc charges | ||
Jalsa Legend Username: Jalsa Post Number: 31851 Registered: 02-2008 Posted From: 159.53.78.141 Rating: N/A |
Yes, margins are too good to believe  Metro cities lo they already have significant presence and looks saturated with other players. Few other states lo Tier 1 cities lo expansion is possible with some profits. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4100 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
Huge chunk of cash aithe undi invest cheyyadaniki expansion mida how successful it will be anedi is a question mark as of now | ||
Jalsa Legend Username: Jalsa Post Number: 31850 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
We need to see how can they scale in tier 2, tier 3 cities. Just hyderabad lo they have 34 locations! Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4084 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
entering is easy sustaining may be difficult growing middle class is slowly turning towards brands and brand names vallu complete eliminate avutharu ani kaadu but organized may have a better growth rather than unorganized ones | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4083 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
chaala unnai Mahindra vallavi Mom n Me ani unndai kids dress aithe Lilliput etc | ||
Asdf Side Hero Username: Asdf Post Number: 9306 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
off topic, ee madhya babies and kids ki specific shops bagane vastunnai. shop peru marchipoya, nellore lo ne 3 branches vunnai. its a franchisee model. | ||
Vjawarrior Hero Username: Vjawarrior Post Number: 18109 Registered: 02-2014 Posted From: 153.2.247.32 Rating: N/A |
montessory laanti vaatillo training teeskunna vaallatho pettochu ilaantivi. | ||
Jalsa Legend Username: Jalsa Post Number: 31825 Registered: 02-2008 Posted From: 159.53.174.140 Rating: N/A |
We need to know how difficult it is to enter into this segment. Few education background unna valla tho advisory board petti, people can enter into this segment kadha? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31824 Registered: 02-2008 Posted From: 159.53.174.140 Rating: N/A |
Looking at the link you gave, except kidzee no one else has a significant presence. Tier 1 cities lo almost saturation vachinattundhi and Tier 2 cities lo they can expand. But, local vallu chaalaaney unnaru bro. As I said, in our area (meaning one section of Miyapur for e.g) lo 3-4 unnaru. But, quality education demand will only pick up and people might look for seamless transition from pre-school to regular school. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4051 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
good thing is they will get fees first then they will have operating expenses | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4050 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
http://education.sulekha.com/top-ten-play-schools-in-india_6 01423_blog ee link prakram only Euro kids and Kidzee has more presence than this | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4049 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
peers or competitors http://www.startingfranchise.in/2013/07/top-5-preschool-fran chises-in-india.html | ||
Jalsa Legend Username: Jalsa Post Number: 31815 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
http://www.treehouseplaygroup.net/pdf/Corporate_Presentation .pdf pre-schools is primary business. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31814 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
I looked at their investor presentation - the margins are simply outstanding! I looked at their location near our place in hyderabad and found 2 other such centers. As more and more families are becoming nuclear and both parents working, their model of extending pre-school centers as day-care centers might work out. Even otherwise, quality education is an aspiration for many esp in tier 2, 3 cities/towns. Major cities lo ne undhi significant presence like 31 centers in hyderabad out of 34 in telangana. Market size is pretty big - pre-schoolers are getting lot of courses now a days. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Jalsa Legend Username: Jalsa Post Number: 31813 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
Revenue and net profit are growing at 30% Who are the competitors? future growth potential/plans enti? Reputation ela undhi for schools? Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4046 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
yes schools now started day care operations | ||
Asdf Side Hero Username: Asdf Post Number: 9266 Registered: 12-2014 Posted From: 76.109.165.236 Rating: N/A |
sorry schools aa, nenu inka books and accessories anukunna. | ||
Asdf Side Hero Username: Asdf Post Number: 9265 Registered: 12-2014 Posted From: 76.109.165.236 Rating: N/A |
ee sector lo unorganized players are not going away ani naa idi. sinapudu pustak mahal ,ttk lanti brands tappa emi kanpinchevi kaadu shops lo. now there are 100s of players, in my last desam trip. anyways, its my view as a layman. fundamentals etc telidu | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4038 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
would like to see fellow dbers comments | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4037 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
I am not sure whether owning the schools on its own rather than through franchise model is a pro or con easy to understand business | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4036 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
Cons: Huge cash reserves without much deployment or dividend pay out low ROE (due to huge reserves) | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4035 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
more than 30% growth in the last year also margins have been improving | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4034 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
Pros as per me in accordance with book: An organized player in the market of large number of unorgnaized players Huge market potential and lot of space to grow Good CAGR from the past 5 years Operating margins near 50% and have been the same from past four years already FIIs and few mutual funds invested in it | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4033 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
pros as per screener.in - Company is expected to give good quarter - Company has good consistent profit growth of 144.76% over 5 years cons - Promoter's stake has decreased - Promoter holding is low: 29.75% - Company has a low return on equity of 11.62% for last 3 years. - Promoters have pledged 28.66% of their holding | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4032 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
wanted to compare the stock with what BM book have told about stocks | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4031 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
entered into the stock on friends advice at a price of around 240 rs still holds it investment in db terms is small but as part of my portfolio it is around 10% | ||
Awara1984 Side Hero Username: Awara1984 Post Number: 4030 Registered: 12-2010 Posted From: 183.83.91.175 Rating: N/A |
https://www.screener.in/company/?q=533540#bs |