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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
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JP Power great value buy, says Prakash Diwan 
CMP: Rs.10.55
Photo: Moneycontrol.com
Prakash Diwan of Altamount Capital Management is of the view that Jaiprakash Power is a great value buy at the current level.

Prakash Diwan of Altamount Capital Management told CNBC-TV18, "Keeping the steam on the energy side alive, Jaiprakash Power  is undergoing a lot of repair work. It has continuously had some over leverage issues. Two of the largest lenders for them, IDBI Bank  and ICICI Bank  have agreed to lend them significant quantity, Rs.5000 crore plus each and that is under the 5:25 scheme which was introduced for beleaguered power companies.

The interesting part was JP Power has moved down from the Rs.28-29 all the way close to Rs.10-12, it is under-owned completely today, everybody has kind of exited with despondency saying nothing is going to happen till they divest or do something about it. 

However, the repair work is finally going to help because it is timed well and the interest rate cycle coinciding with it." "If we look at the likes of a Ashok Leyland  or some of the infrastructure companies which have benefitted from any repair in terms of leverage, JP Power is also one of them. 

The only reason why it was not doing well was overleveraging. So, that out of the way could mean it could get re-rated but it will take time. It is a great value buy at this point in time. You need to be patient for just two quarters and it could start throwing up some very good numbers," he said.

Courtesy: Moneycontrol.com

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