00:01Shankara Bilkoon, this question is about corporate action after its construction product and its material trading company.
00:12It will be two different lists, so which share will be fundamentally better for the company?
00:21I don't have to track this, so I don't have a lot of ideas, but one thing I can say
00:27is that
00:29if you have a trading company, you don't have a lot of ideas.
00:35The material, the building material company, you can relate to the real state.
00:40You can relate to the real estate, but the company of the trading company, I don't know what business is.
00:50Shankara is building products.
00:59Shankara building products.
01:16Shankara building.
01:22Business growth.
01:49Shankara building.
01:50If you know that, that is the price of the Cocked
01:51men, $1.99.
01:54quarter down or September is a December quarter up and that too numbers ka evaluation
02:01bhoot jyadha clarity clarity to Mujhe nahi lag raha hai but margin is the bohati come
02:07hai hai 2% 3% margin bhoat kam margin hai itni kam margin may I think is for you
02:17valuation
02:18ham de raha hai na 11 times ka meri saab se toh very expensive ho jayega na margin bhoat risk
02:23pa otherwise me always soja raha ki itne come valuation me is to take leave kaha hai
02:31so problem is this itna wafer thin margin hai ki even 11 times b price earning hai
03:06yeah the a
03:11is
03:12is
03:12is
03:13is
03:13I think that if I can evaluate the margin of the multiple,
03:21if I can maintain it,
03:26it may be 10-15% of your risk.
03:31In terms of price earning multiple.
03:33It's 11 times.
03:34If you take 10% off,
03:37it's about 9.
03:3815% off,
03:39it's about 10-15% of your risk.
03:43Provided,
03:44their growth maintained sales route.
03:48What you can see,
03:49I can tell you more.
03:53Yes,
03:54there is a little bit of pressure.
03:56It will be necessary.
03:58After that,
03:59we will be able to take a more clear view.
04:01But now,
04:02we are seeing you as Shomeshji.
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