Confidence comes from revenue/profit numbers.
Will surely look to exit if bad numbers comes in Q2.
Posts in category Value Pickr
DCX Systems Ltd (16-08-2024)
Syrma SGS an Export Substitution opportunity in EMS sector (16-08-2024)
ICICI recommends Syrma.
20240808054545_ICICI_Syrma-SGS-Technology.pdf (368.4 KB)
DCX Systems Ltd (16-08-2024)
You shouldn’t hold any company where you don’t have complete confidence.
There are many other opportunities.
DCX Systems Ltd (16-08-2024)
This order will not save the sinking ship.In Q4 management said we have very high receivables which will reflect in Q1.
Nothing like that happened and company posted the worst quarter in last five years.Promoter is offloading,He is very smart, Talking smartly and delivering Nil.You ask anything and anwer is “This will be accounted in next quarter.”Management has habit of posting about orders whenever they post bad results .
#Holding with lost hope
3B Blackbio DX Ltd (16-08-2024)
I think this is not a challenge. Equity capital can be increaed by issuing bonus shares.
It seems listing is not a priority items as this comment is common on past 3 quarterly updates.
Manappuram Finance (16-08-2024)
Dear @maheshkumar … I too have manappuram finance and I have started buying it from 89 levels and kept on accumulating when all ED fiasco is happening. I have heard management commentary on ED raids and some how got the feeling that management is innocent in this case. It forms good portion of my portfolio. My exit criteria from manappuram will be value unlocking after Asirvad listing. What is your exit criteria for manappuram. As an investor , I feel lot of difficulty in getting the right exit criteria. This is where I am struggling a lot. I like to know your prespective?
DCX Systems Ltd (16-08-2024)
DCX has received contracts/orders for INR 107,08,89,320/- from Domestic and Overseas Customers.
BOOM 
New stock Gujarat Toolroom Ltd. Anyone has any Idea why its quarterly profit zooms and promoters exited to null. It will be very helpful in understanding such companies. It may be a another fraud or another CG Power (16-08-2024)
@HarshVijay @Indian
Please read the community guidelines for starting a new thread.
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Raj
New stock Gujarat Toolroom Ltd. Anyone has any Idea why its quarterly profit zooms and promoters exited to null. It will be very helpful in understanding such companies. It may be a another fraud or another CG Power (16-08-2024)
Great that you brought it up and the topic has not been removed yet (hopefully it’ll not be). A weeks ago I initiated a topic regarding the rise of Guj Toolroom and investigating potential investment opportunities but to my disappointment it was removed by the admins…
Let’s all take it up and seriously discuss as to what’s happening with this company.
Pidilite Industry : Fevicol ka Jod (16-08-2024)
What I learned after reading the Pidilite Industries Q1FY25 Earnings Call.
Industry-wise
Investors should keep an eye on this. If it’s a widespread trend, it could impact other consumer goods companies too.
Could be a good sign for Pidilite’s bottom line. Let’s see how this plays out.
Company-wise
C&B at 8% is steady, but B2B shining with 18% is impressive. Exports & domestic demand driving the B2B engine. This is a positive sign for the company’s overall performance. Let’s see if this momentum can be sustained.
If this trend continues, Pidilite’s profitability could reach new heights.
Eight quarters of double-digit growth is no small feat. This shows the increasing purchasing power in rural India and Pidilite’s strong distribution network.
Pidilite’s new product launch is still in pilot mode. They’re playing it cautious, testing the waters.This is where the real work begins.
Pidilite’s capex plans are steady as she goes. 3-5% of sales for growth seems reasonable. This indicates a balance between expansion and financial prudence.
Let’s see how deep they can penetrate these markets.
