Great. How many days it takes to a
Trascribe to notes ? I am.looking for some concalls happened last few days
Hei @ValueInvesting
BSE and NSE have increased their security checks due to the ongoing issues.They have restricted access to data from outside India.
We canât do much around here as access is denied by the exchanges and not by us.
You can read more about it here; BSE, NSE restrict access to websites for overseas users: Reports - The Economic Times
Currently, we donât have any other solutions other than using VPN at the moment. Our users from Singapore and Switzerland were able to access the document using the below VPN: urban-vpn.com
Hi James, Once. the companies publishes their Transcript, the data gets updated on the same day. In few cases, the audio recording is published by the company and transcripts on a later basis causing delays.
You can see thet latest updated concall data on screener in this page: Register - Screener
thanks, one request.. can you add filter on watchlist here as well? rather than going by each company if one wants to see the companies they are interested in
Did you guys just broke the Industry sorting?
Not showing the Industry where this company belongs to..
Hey @kowshick_kk
Is there is any consolidated watchlist dashboard that show filing of all companies that i follow in the different watchlists.
I have multiple watchlists for different set of stocks. If I want to see if there are any filings made by the companies, then daily I have to switch between all the watchlists and since i have 10 watchlists it becoming difficult to track all. As a workaround, now I am adding the stocks in both core watchlist and also in my custom one.
Is there is better way to do it
Are you using any addon, as I cant see last 4 rows in my login?
Hi
On screener, there is one screen featured on the main page under âresultsâ, by Satya Prakash, called âBest of latest quarterâ. Following ratios have been used to create this screen:
Net Profit latest quarter > .5 AND
YOY Quarterly sales growth >= 0 AND
Other income latest quarter < Net Profit latest quarter * .5 AND
Market Capitalization < 40 * Net Profit latest quarter AND
Tax latest quarter > .10 * Net Profit latest quarter AND
Debt < 4 * Market Capitalization AND
Market Capitalization > 20
Can anyone help me understand why these criterion lead to âbest quarterly resultsâ.
Thanks
I will try to dissect the screen based on my understanding.
This screenâs purpose seems to be identifying fundamentally strong companies that have shown recent quarterly performance strength, while filtering out low-quality and over-leveraged stocks.
- Net profit < 0.5
This is to eliminate companies with negligible or negative profit. Consider it as a minimum profit threshold to ensure that only real, functioning, profit-making businesses are considered. - YOY Quarterly sales growth >= 0
This checks whether revenue has grown or remained stable YoY. Flat or positive sales growth signals that demand hasnât declined. It removes companies with declining topline. - Other income latest quarter < Net Profit latest quarter * .5
This ensures at least 50% of the profit comes from core operations, not from non-operating items like interest or asset sales. If most profit is from âother income,â earnings may not be sustainable. - Market Capitalization < 40 * Net Profit latest quarter
This is a valuation filter, similar to checking if the company has a reasonable Price-to-Earnings (P/E) ratio, based on its latest quarterâs profit (not full-year). - Tax latest quarter > .10 * Net Profit latest quarter
This is to avoid companies that show profits but pay little or no tax. It confirms the profit is real, not accounting trickery. - Debt < 4 * Market Capitalization
This condition screens out debt-heavy businesses or those in financial distress. A company with debt more than 4Ă its market cap is heavily leveraged, which increases risk. - Market Capitalization > 20
This is to exclude microcap or illiquid stocks, where there is a high risk of manipulation.
Hi, thanks for replying. Itâs a very useful screen and covers basic hygiene. I want to ask, if we want to also screen out companies by adding an additional ratio which tells us about the cash situation of a company, what ratio it will be.
To elaborate, not a ratio that tells us weather a company has cash, but a ratio that protects us/guards us against discrepancies in cash flowâŚat a very basic level, and in the spirit that Satya Prakash has done it.
There are two ratios that I think fits in the above criteriaâ
-
Cash Conversion ratio- Cash flow from operations/Net profit
If this ratio is more than 0.75 then it means that profits are backed by real cash movement. -
Accrual ratio- (Net profit -CFO)/ total assets
A high accrual ratio means earnings are not cash backed. A red flag.
Thanks
How high is a high accrual ratio?
It depends but <0.2 is ideal, beyond 0.3 means a significant part of profit is non-cash.