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Posts in category Value Pickr
Shree Ganesh Remedies Limited (SGRL) – A pioneer in API intermediaries and Speciality chemicals? (13-08-2024)
Does China’s dumping in the chemical sector impact this stock? Aarti is also down by 15% today
Global Vectra Helicorp (13-08-2024)
The debt to equity ratio is 1.86x since Rs 476 cr is lease liabilities since more than 20 helicopters are on lease.
Since last 2 quarters company is reporting healthy operating margins. You can observe the replacement cost of the business against the market cap. I believe the stock is fairly valued.
Stock SIP boring yet powerful (13-08-2024)
Hello Sir,
First of all thank you very much for your valuable feedback.
I completely agree that most of the good companies have performed very well in last 5 years, but if we test with last 10 years data also the results are very good.
Let’s take a very simple example of Reliance with 10 years time frame with 5,000 SIP amount.
From Jan 2014 to July 2024
Total Investment = 2,67,192
Holding Qty = 323
Average Price = 827.22
LTP = 2927
Current Value = 9,45,421
P&L = 6,78,229
(253.84% and CAGR is 13.47%)
I have tested this strategy with many stocks with different time frame and in most of the stocks CAGR is greater than 13% and worst is 10-12%.
(Dividends and bonuses are not calculated.)
The back test result list is very huge so it is difficult to share it all at once, I will try to share individual stock performance in last 5 years and 10 years.
Companies With First ever concalls OR Investor Presentations (13-08-2024)
First Detailed Presentation by Shree Ganesh Remedies:
Company/Equity Research using NSE/BSE website (13-08-2024)
Most learned community is hereby requested to kindly post how to get different types of reports and data from nse/bse website.
Tips Industries Limited – Ready to RACE ahead! (13-08-2024)
The only reason for this sudden upmove I feel is that the market has now started to realise the value of the intangible assets that the company has which will keep on making money for the company for atleast next 20-25 years.
also the recent quarterly earnings growth of 13% yoy has given an indication to the market that the current year earnings will again easily surpass the 30% YOY EPS and Sales growth guidance given by the management of the company.
My Personal opinion: I am extremely bullish on the entire music sector and I feel that this stock can easliy cross 1000+ levels if the company posts another 8-10% QOQ growth (which is extremely likely given the mutiple tailwinds in the industry).
My current position size in the stock : 30lacs (20lacs invested amount)
My strategy : upwards average or pyramiding, I will keep on adding the stock at every 10-15% corretion and will keep a stop loss at 28 W EMA
I hope this helps 
Time technoplast (13-08-2024)
Time technoplast is playing out well good part is story is 2-3 year story . Management expects to grow topline by 15% atleast. 7500 cr in 3 years.
Company should be debt free in 2 years this would save good amount of interest cost around 80-100 cr which will add to bottmline
Margin expansion may slowly reflect .
Overall a good story for next 2 years .
Some insitituation and HNI interest also lately in stock
Disc – Invested