Kama Holdings Limited

If one were to guess a discount threshold, we will have to look at similar holding companies in terms of capital allocation (non-core operating activities, how the company is investing it’s dividend yields etc). Bajaj Holdings is one which comes close and the market gives it a discount of 56%. If one was bullish about Kama Holdings to converge to that same discount levels, the marketcap should be inching towards 18k-20k.

Here is a slightly older report that tries to estimate Kama’s discount convergence in bull, bear scenario.


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same, I got out too before this jump :frowning:

what would be the credit date for the bonus shares?

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Kama Bonus.pdf (257.8 KB)

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