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Spectrum Talent Management Limited IPO Message Board (Page 3)

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808. Anuj agarwal |   Link |  Bookmark | July 13, 2023 9:12:07 PM (300+ Posts)
Exited all lots today shifted money to better opp
808.2. Dowg |   Link |  Bookmark | July 13, 2023 9:35:26 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
Bro, Kis rate PE exit liya ???
808.3. Anuj agarwal |   Link |  Bookmark | July 14, 2023 5:04:19 AM (300+ Posts)
155
807. aandy |   Link |  Bookmark | July 13, 2023 2:48:40 PM
When everything will be calm and ppl will neglect this share and switch to other shares, ths will rise. I have often observed that even after good results, scrip falls a bit. Patience is de key
807.3. aandy |   Link |  Bookmark | July 13, 2023 9:29:42 PM
sab jagah positivity spread karni hai 😀😀
807.4. Dowg |   Link |  Bookmark | July 13, 2023 9:34:22 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
😆😆😆 good one👍👍👍
806. Sandapaul |   Link |  Bookmark | July 13, 2023 3:40:41 PM
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Socha tha Aaj push aayega with result , but ye to ulta pad gaya, Paisa bhi fans gaya warna dusre IPO me recover ho jaata . We as a retailer suffer from bias that iska loss issise poora karna h
Abusive language
805. Ram kariya |   Link |  Bookmark | July 13, 2023 3:15:08 PM
There is something we as a retailers don't know but market is aware. Otherwise why after this result stock fall like that.
804. kishenharendra |   Link |  Bookmark | July 13, 2023 2:22:27 PM
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Wow...forget UC guys...stock is in red! 168 to 153 now...
803. Anuj agarwal |   Link |  Bookmark | July 13, 2023 1:38:02 PM (300+ Posts)
155 to 165 super busy zone... will revise my sl to 152 now... once it sustains abv 165 we can see busy zone from 165 to 173...
802. Sandapaul |   Link |  Bookmark | July 13, 2023 9:33:32 AM
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Seller bhar bhar ke pade huye hain, ho liya result burst jo hona tha, lucky people 168 pe nikal gaya, ab dobara 150 aayega ye as 6 month wait for next quarterly result is big time. Unless some QIB do bulk deal this sell pressure cant be absorbed
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802.1. Anuj agarwal |   Link |  Bookmark | July 13, 2023 10:39:55 AM (300+ Posts)
20 cr seller pending approx ... daily absorptn is arnd 1.25 cr average... it will take atleast 15 to 20 days for this to absorb
801. Mas |   Link |  Bookmark | July 13, 2023 9:22:38 AM (200+ Posts)
Ample supply available, lack of big buyers till now, positivity in majority of retailers.
Due to above factors it will move up so quickly.
800. Hiren rock |   Link |  Bookmark | July 13, 2023 9:09:24 AM
163 par open hua hai muze nahi lagata upper circuit lagega.... results achha hota to upper circuit pe hi khulta...
799. kishenharendra |   Link |  Bookmark | July 13, 2023 8:02:08 AM
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The stock market is such a funny place...with so much positivity around I am absolutely sure there will be no UC...
798. Ipoaspire |   Link |  Bookmark | July 13, 2023 5:25:34 AM (300+ Posts)
Hoping for 20 UC today.confident that even if not this will reach to 300 levels by sept 23.best time to buy now.
798.1. Ipoaspire |   Link |  Bookmark | July 13, 2023 5:26:27 AM (300+ Posts)
Good company and has all the potential to reach 300 levels by sept .
797. Finexpert |   Link |  Bookmark | July 12, 2023 11:24:12 PM
Top Contributor Top Contributor (400+ Posts, 200+ Likes)
Magson*
796. Akhil IPO |   Link |  Bookmark | July 12, 2023 10:59:44 PM
Solid results in my opinion.
16 eps
FY23 PE - 9.5
Quesscorp and Teamlease both are trading at 35 PE.
I don’t know why the market is not acknowledging this big gap.

The fair price is at least double of cmp.
Disclaimer - Holding 8 lots and will hold for the long term.
796.1. Finexpert |   Link |  Bookmark | July 12, 2023 11:16:35 PM
Top Contributor Top Contributor (400+ Posts, 200+ Likes)
You are so underrated analyst, i read your comment on magazon . It was nice analysis.
I hope apki bavishyavani yaha bhi sach ho!
796.2. Dowg |   Link |  Bookmark | July 13, 2023 9:45:51 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
I remember SWARAJ SUITINGS was also lingering at PE of 6-7 for months like more than 6 months, and now it has tripled in less than month.

If u extrapolate 6 month EPS to 12 month EPS, then the PE is around 8. It may give UC +20% tomorrow or may take 6-9 months to become rocket 🚀🚀🚀.

3. Core business is growing, further growth is unpredictable

Concerns -
1. Reduction of profit from trading of goods, company is planning to close this trading business, that will hit top and bottom line but overall margin% on topline will increase.

2. UK subsidiary ceased, so likely zero business from UK and may cost exceptional item (negative) in P&L statement.
795. IPOFreak |   Link |  Bookmark | July 12, 2023 11:11:07 PM
Iss stock ki to nayiyya paar lag gayi (will cross issue price soon), ab tera kya hoga Aatmaj? Any idea when are the results of Aatmaj?
795.2. Dowg |   Link |  Bookmark | July 13, 2023 9:33:20 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
Tomorrow UC possible+20%
795.3. IPOFreak |   Link |  Bookmark | July 13, 2023 10:51:44 PM
@Sandapaul Bhai, Keep patience. Stock will not move as your expect. Company has shown good results and on growth path. Price will come sooner or later. Making money from stock market is not easy and need lot of conviction & risk bearing capacity.
794. Sandyp |   Link |  Bookmark | July 12, 2023 4:08:11 PM
@MRavichandran Ji
Please tell your views on Spectrum results.
Thanks & Regards
794.3. CoolAsh |   Link |  Bookmark | July 12, 2023 9:04:36 PM
Top Contributor Top Contributor (500+ Posts, 100+ Likes)
Wow Ravi sir. What a prediction. Bang on
794.4. PLAZA |   Link |  Bookmark | July 12, 2023 9:08:50 PM
IPO Guru IPO Guru (1800+ Posts, 1100+ Likes)
Can any one explain what is purchase of stock in trade as shown expenditure side of financial data as this increased sizeable whereas diff of inventory more or less same . This expenditure impacted a lot to profits of the company in large ..

If all is well then only we have to keep patience for some more time....
793. Finexpert |   Link |  Bookmark | July 12, 2023 7:06:20 PM
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Can anyone senior member summarise the results here? As per my understanding, results are not that good as expected by @mravi sir.
793.6. Sanchit Jain |   Link |  Bookmark | July 12, 2023 8:34:34 PM
IPO Mentor IPO Mentor (600+ Posts, 200+ Likes)
@MRavichandran  Totally agree with you. The results look good and the PE ratio would be around 15 now..
793.7. Finexpert |   Link |  Bookmark | July 12, 2023 8:42:59 PM
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Thanku@ mravi sir
792. Sandapaul |   Link |  Bookmark | July 12, 2023 8:34:47 PM
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Gaanv faad result aaye hain guys
Abusive language
791. ManishDwiv |   Link |  Bookmark | July 12, 2023 7:33:51 PM
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Good EBITDA n PBT growth

Deferred tax aids PAT
Good set even excluding deferred tax

Rev at 768cr vs 483cr

PBT at 22cr vs 15cr
H2 did 11cr PBT

PAT at 28cr vs 15cr
H2 did 17cr
5.6cr deferred tax

EPS at 16.04rs vs 8.5rs
H2 did 9.7rs

OCF sees a sharp improvement
At 9.2cr vs -7.3cr

RoE n RoCE upwards of 40%+

Debt free comp
791.1. Finexpert |   Link |  Bookmark | July 12, 2023 8:10:39 PM
Top Contributor Top Contributor (400+ Posts, 200+ Likes)
Sir can you please elaborate the terms h1 h2 ocf and all? Thanks
791.2. WealthyRam |   Link |  Bookmark | July 12, 2023 8:24:49 PM
Can anyone shed some light, why the margins are very less? is it okay if we compare this with IT company?
790. CoolAsh |   Link |  Bookmark | July 12, 2023 7:29:49 PM
Top Contributor Top Contributor (500+ Posts, 100+ Likes)
NP 27 crores, EPS 15.59. Results as expected

789. SJogi |   Link |  Bookmark | July 12, 2023 7:14:19 PM
IPO Mentor IPO Mentor (800+ Posts, 800+ Likes)
great results.
revenue increased (75.24 CR) 59% yoy
profit increased (27 CR) 78% yoy
EPS: 15.59
it will cross 180 level soon.
789.1. Anuj agarwal |   Link |  Bookmark | July 12, 2023 7:19:48 PM (300+ Posts)
Console results are superb
.. eps 16 ...its avlble at 9.5 eps..
789.2. K.Atar |   Link |  Bookmark | July 12, 2023 7:23:49 PM
IPO Guru IPO Guru (1000+ Posts, 700+ Likes)
This is at a sweet spot to be accumulated by big investors.
Pain to see investors suffered so much. Hopefully it will cross its issue price soon.