Chat Log      C:\Users\w.

memon\OneDrive - Marcura\Documents\ChatLog ERA_44

Business Model _ Industry Analysis 2021_08_14 13_02.rtf

Krishnamoorthy (to Everyone): 11:01 AM: Good morning all

Aayushi (to Everyone): 11:01 AM: Good morning
Manmohan Singh (to Everyone): 11:01 AM: Good morning Karan sir
Dr. Bhagyalakshmi Venkatesh (to Everyone): 11:01 AM: yes
Aayushi (to Everyone): 11:01 AM: yes audible
Urvi P Bhatt (to Everyone): 11:01 AM: yes
thiyagarajan (to Everyone): 11:01 AM: Good Morning Karan Sir
Rajesh Mehta (to Everyone): 11:01 AM: good morning sir
Manmohan Singh (to Everyone): 11:01 AM: yes you are audible
Prashant (to Everyone): 11:06 AM: Hi karan. You will be sharing this Excel note to us?
Prashant (to Everyone): 11:06 AM: Ok thanks
wajid memon (to Everyone): 11:06 AM: put up in whatsup grp
Rajesh Mehta (to Everyone): 11:14 AM: voice fumbles sir
Aayushi (to Everyone): 11:14 AM: voice breaking a lot
Shekhar Majumder (to Everyone): 11:14 AM: Voice issue
Vandana Mallipudi (to Everyone): 11:14 AM: Karan, your voice keeps getting cut in
between
Prashant (to Everyone): 11:14 AM: Voice is breaking
Vandana Mallipudi (to Everyone): 11:14 AM: Unlike yesterday
PRIYANSHU MORE (to Everyone): 11:14 AM: SIR YOUR VOICE ISNT COMING
FLUENTLY
Arpit Pandey (to Everyone): 11:16 AM: yes
Manmohan Singh (to Everyone): 11:16 AM: yhes
Rajesh Mehta (to Everyone): 11:16 AM: yes sir
Deepak Phogat (to Everyone): 11:23 AM: where to find data about customer of an
Business
Manmohan Singh (to Everyone): 11:23 AM:    Annual report
Deepak Phogat (to Everyone): 11:24 AM: Ok thanku
Vandana Mallipudi (to Everyone): 11:28 AM: Everytime some participant arrives/
leaves the meeting, this disturbance is seen.
Vandana Mallipudi (to Everyone): 11:29 AM: sure, thanks.
Ranadeep Saha (to Everyone): 11:33 AM: cyiclycal?
Ranadeep Saha (to Everyone): 11:34 AM: what it means
Pramod Pujari (to Everyone): 11:35 AM:    can we follow Porter's 5 forces model
additionally    to refine our search ?
Rajesh Mehta (to Everyone): 11:36 AM: VOICE AGAIN LOW
Rajesh Mehta (to Everyone): 11:36 AM: AND HAS ISSUES
Arpit Pandey (to Everyone): 11:36 AM: voice not clear
Ranadeep Saha (to Everyone): 11:36 AM: now ok
Deepak Phogat (to Everyone): 11:36 AM: yse
thiyagarajan (to Everyone): 11:36 AM: no
Akhil Babu (to Everyone): 11:36 AM: no
Bharat Choudhary (to Everyone): 11:36 AM: No, its ine
Vidhyanand (to Everyone): 11:36 AM: n
Pramod Pujari (to Everyone): 11:36 AM: n
Aayushi (to Everyone): 11:36 AM: fine now
Vandana Mallipudi (to Everyone): 11:36 AM: yes, sometimes
Arpit Pandey (to Everyone): 11:36 AM: now it is better
Manmohan Singh (to Everyone): 11:36 AM: it is clear
Krishnamoorthy (to Everyone): 11:36 AM: It's better to have mic near your mouth
Rajesh Mehta (to Everyone): 11:36 AM: ITS NT CONSISTENT THRUOUT THE CLASS
Tejas Seksaria (to Everyone): 11:36 AM: No it's fine
Arundathy (to Everyone): 11:37 AM: now ok
Vandana Mallipudi (to Everyone): 11:37 AM: yesterday there wasnt this problem
Jaimin Chauhan (to Everyone): 11:37 AM: It's fine.
Rajesh Mehta (to Everyone): 11:37 AM: mike quality sud be hifi
Vandana Mallipudi (to Everyone): 11:37 AM: haha
Dr. Bhagyalakshmi Venkatesh (to Everyone): 11:38 AM: I can hear you
Krishnamoorthy (to Everyone): 11:38 AM: Now it's better
Prashant (to Everyone): 11:38 AM: Segmental analysis comes under this qualitative
analysis or business model analysis? Like if they are into multiple segment businesses
Prashant (to Everyone): 11:39 AM: Ok thanks
pritam (to Everyone): 11:40 AM: it means we shoulod not check P/E ?
Ranadeep Saha (to Everyone): 11:48 AM: also dr are referring for commisions
Prashant (to Everyone): 11:54 AM: From where we get that 69300 cr?
Prashant (to Everyone): 11:55 AM: Ok got it thanks
Jatin Mehani (to Everyone): 11:56 AM: Sir as you finish your pov can you pls again tell
the calculation how you calculated
Aayushi (to Everyone): 11:56 AM: +1
Vidhyanand (to Everyone): 11:56 AM: pls explain calculation slowly once again
Arundathy (to Everyone): 11:57 AM: yes please repeat the calculation
Pramod Pujari (to Everyone): 12:01 PM: can we guess future    market capitalisation &
predict future share prices?
Ranadeep Saha (to Everyone): 12:02 PM: Why we are taking future numbers while we
have current data which is approx 27% as per current market share is concerned
Vidhyanand (to Everyone): 12:03 PM: no sound
Vidhyanand (to Everyone): 12:04 PM: audible now
Krishnamoorthy (to Everyone): 12:04 PM: No
Arpit Pandey (to Everyone): 12:04 PM: it's clear
Akhil Babu (to Everyone): 12:04 PM: no
Ranadeep Saha (to Everyone): 12:04 PM: What I meant to say cant we come to a future
numbers based on current market share
Pramod Pujari (to Everyone): 12:05 PM: no sound
Rajesh Mehta (to Everyone): 12:05 PM: voice???
Ranadeep Saha (to Everyone): 12:05 PM: proceed
Rajesh Mehta (to Everyone): 12:05 PM: pls
Jatin Mehani (to Everyone): 12:06 PM: Sir that calculation and fut price only nothing
else
Ranadeep Saha (to Everyone): 12:06 PM: I will come to later on this
Vidhyanand (to Everyone): 12:06 PM: Adding to Ranadeep query,    can be present and
past be a base for future preddiction?
Vidhyanand (to Everyone): 12:06 PM: prediction*?
Prashant (to Everyone): 12:06 PM: I think the question answer session would be better
if we take it after ending the session
Bharat Choudhary (to Everyone): 12:08 PM: Agreed!
K.L.N.Vara Prasad (to Everyone): 12:11 PM: Unable to hear
Sneha Singh (to Everyone): 12:11 PM: Able to hear all?
K.L.N.Vara Prasad (to Everyone): 12:11 PM: No
Dr. Bhagyalakshmi Venkatesh (to Everyone): 12:11 PM: yes
Arpit Pandey (to Everyone): 12:11 PM: yes
Arundathy (to Everyone): 12:11 PM: yes
Sahana Patwardhan (to Everyone): 12:12 PM: Yes
Akhil Babu (to Everyone): 12:12 PM: yes
Vidhyanand (to Everyone): 12:12 PM: y
Akhil Babu (to Everyone): 12:12 PM: yes
Prashant (to Everyone): 12:12 PM: Yes
Arundathy (to Everyone): 12:13 PM: yes please take q      at the end
Deepak Phogat (to Everyone): 12:20 PM: which one is better Screener or Tickertape
Dr. Bhagyalakshmi Venkatesh (to Everyone): 12:25 PM: It offers customer data,
income from different segements etc
Dr. Bhagyalakshmi Venkatesh (to Everyone): 12:25 PM: commenting, not asking
Manoj Kumar Gupta (to Everyone): 12:30 PM: Q/A Format
Rajesh Lahoti (to Everyone): 12:39 PM: please name the site of audio transcript
Karan Sharma (to Everyone): 12:39 PM: https://www.researchbytes.com/
Rajesh Lahoti (to Everyone): 12:39 PM: thanks
Deepak Phogat (to Everyone): 12:41 PM: yes
Siddardha Banala (to Everyone): 12:41 PM: yes
Raj PC (to Everyone): 12:41 PM: yes
Arundathy (to Everyone): 12:41 PM: yes
Raj PC (to Everyone): 12:41 PM: please zoom
Arundathy (to Everyone): 12:43 PM: please mail
PRIYANSHU MORE (to Everyone): 12:43 PM: YES SIR PLEASE MAIL IT TO US
Ranadeep Saha (to Everyone): 12:47 PM: No what I am saying is say Dr Lal has 1922Cr
current business then if it grows at 12% then it will become approx 6000Cr and which is
approx 9.39% of the future market of 63900Cr, so it can potential to grow beyond as it is
already producing the results, so it has scope beyond this number not with the current
number of their business, it should be above their then business growing at the rate we
assumed for the sector/industry its just my observation
Aayushi (to Everyone): 12:48 PM: Will the session also cover optimum portfolio
Rajesh Mehta (to Everyone): 12:48 PM: when recordings will be uploaded?
Vidhyanand (to Everyone): 12:48 PM: How growth is forecasted over 10 yrs    in
calculation considering CAGR? Say after 10 yrs or 15 yrs at the rate of 12% of CAGR?
Could you pls explain once again?
Rajesh Mehta (to Everyone): 12:48 PM: yesterdays still not
PRIYANSHU MORE (to Everyone): 12:48 PM: YES SIR PLEASE
thiyagarajan (to Everyone): 12:48 PM: Sir, in the long run ... Market cap is a reflection
of earnings..., but there are companies like trent..market cap went up...    profitbality
never went anywhere for the last 20 years ...somecase market cap is not reflection of
profitability.. why it so?
Rajesh Mehta (to Everyone): 12:49 PM: Ok
Ranadeep Saha (to Everyone): 12:51 PM: ok, got it
Prashant (to Everyone): 12:52 PM: In industry analysis do we also need to think about
economic environment and government contribution for that specific industry or
business?
wajid memon (to Everyone): 12:52 PM: You must give some home work to everyone
and track their development in Excel sheet , so that can understand how audience are
taking the things
Prashant (to Everyone): 12:53 PM: Agreed with wajid
Arundathy (to Everyone): 12:53 PM: how to ead market valuation?
Arundathy (to Everyone): 12:53 PM: sorry read
Rajesh Mehta (to Everyone): 12:55 PM: How is Reliance Power stock now?
Rajesh Mehta (to Everyone): 12:55 PM: How to evaluate ?
Dr. Bhagyalakshmi Venkatesh (to Everyone): 12:58 PM: Power sector does not have
pricing power. Regulated by government. Telecom
Prashant (to Everyone): 12:58 PM: Ok thanks
wajid memon (to Everyone): 12:58 PM: make sense
Prashant (to Everyone): 12:59 PM: Sounds good
Manmohan Singh (to Everyone): 1:00 PM: There are companies who are monopolist
like IRCTC, CDSL, Pidilite...growth rate is good comparatively and good to invest in....??
Manmohan Singh (to Everyone): 1:02 PM: ok...
Manmohan Singh (to Everyone): 1:02 PM: got it
Manmohan Singh (to Everyone): 1:02 PM: Thanks
wajid memon (to Everyone): 1:02 PM: No