Hi, you seem to be confused between BLS international and BLS E services (citizen services) in which BLS international holds 51%, BLS international thesis is simple, it is in visa and consular services with tourism theme and they are acquiring companies like iDATA for good valuation, I have been invested since 2019
Posts in category Value Pickr
Kama Holdings Limited (13-08-2024)
@Mayank.mail you are seeing consolidated results which includes financial of subsidiary, SRF. Look for standalone financial results
VP Cyclicals 2.0: Cement Industry Key Issues & Cyclicality (13-08-2024)
yes, tracking clinker capacity is a better way but let’s also keep on eye on Conversion factor (cement made per ton of clinker) as companies can increase blending with materials like flyash and slag. Flyash can be added upto 30-35% and Slag upto 50% of cement. Some of the grinding units are near to power plants were flyash is available.
However, in last few years demand supply has been a less of driver and more driven by coordination among industry players
Kama Holdings Limited (13-08-2024)
Can someone pls help explain the cost structure for Kama Holdings.
Being a holdco why does it have such high material and energy costs?
Plus the employee expense has gone up from 225cr (Q1FY23) to 260Cr(Q1FY24); in a year when NP has dipped from 361 to 251Cr… Anyone following this firm and have any inputs pls…
Zydus Lifesciences (Erstwhile: Cadila healthcare) (13-08-2024)
Any view on the surprsing price action in Zydus? Stock is down 12% despite stellar results plus news of MSCI inclusion (although it was expected since a month). It’s not even as if it is extremely overvalued (major large cap pharma are in 25-40X P/E band). While Q1 margins are non sustainable but management has guided 28-29% for entire year.
Any news on USFDA front or something expected?
Oil India- has its time come? (13-08-2024)
Have you checked Aban Offshore too? A beaten down stock, company now hopefully on a turn around.
ASM Technologies – Engineering innovation (13-08-2024)
It’s hard for me to say anything substantial about the earnings and what it means for my investment in ASM Technologies.
All I can say at this point is that it’s good to see the very decent improvement in revenue from the previous quarter, and it’s of course great to see it becoming net income positive again.
What I am waiting for is to see how the 170 cr from the preferential allotment is deployed. Till then, I am waiting and watching.
Piccadily Agro Industries Ltd (13-08-2024)
I have dropped a mail to the MD, let’s see if we get a response. Will try getting in touch with the company and let you all know if things move further so that we can have a few questions answered.
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (13-08-2024)
Management is doing well in running business and they did very well in reducing debt. Offcourse they are over optimistic, they are ahead of 3 to 6 months actual results. This qtr the shock is merger, so a 5% dilution, else one should be ready to see these bouncers in investing journey. If not for these, why else stock trades in discount?