共同基金在股价因现金流和会计问题下跌导致的Kaynes Technology India股票中出售了5亿卢比,尽管分析师认为跌幅过大。
Mutual funds sold Rs 500 crore of Kaynes Technology India shares amid stock declines over cash flow and accounting concerns, though analysts say the drop is excessive.
11月,共同基金出售了Kaynes Technology India股份500卢比,将股份减少了10万卢比。
Mutual funds sold Rs 500 crore of Kaynes Technology India shares in November, reducing holdings by 10 lakh shares.
11月股票下跌18%,12月又下跌24%,原因是人们担心现金流动和会计做法,特别是与Iskraemeco收购的商誉有关。
The stock fell 18% in November and another 24% in December amid concerns over cash flow and accounting practices, particularly related to goodwill from the Iskraemeco acquisition.
管理层澄清了会计处理方法,包括在抵消资本储备之后净确认1 000万卢比的商誉。
Management clarified accounting treatments, including a net goodwill recognition of Rs 10 million after offsetting capital reserves.
Elara证券公司保持了“Buy”评级, 称市场反应不成比例,
Despite a 41% three-month drop, Elara Securities maintained a 'Buy' rating, calling the market reaction disproportionate, citing strong orderbook growth and stable revenue outlook.
经纪公司预计,Q4FY26公司将缓解现金流动压力,并将目标价格降至5 365卢比,现在对库存估值为42x前期P/E。
The brokerage expects cash flow pressures to ease by Q4FY26 and lowered its target price to Rs 5,365, now valuing the stock at 42x forward P/E.