Chem Pulse update on PVC-VCM
Posts in category Value Pickr
Sanofi india ltd (07-08-2024)
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MACPOWER CNC – In a sellers Market (07-08-2024)
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Indotech – A turnaround story? (07-08-2024)
Dont know what the market was factoring.
Please note ICRA credit rating note was released on July 10, 2024 well post 1QFY25 when the 1 month strike happened. So the Rs 700 crs revenue and 14% EBITDA margins expectations for FY25 factor in the 1 month strike impact.
It is also possible people who got in at very low levels are booking profits. Stock is anyway illiquid and moves in upper and lower circuits.
Disclosure: Invested and buying more.
Triveni Engineering & Industries – A deep value Opportunity? (07-08-2024)
No sugar company can do well if red rot has hit the region.
First it was Balrampur in East UP – only when the cylce of changing the cane variety which took 2 years they could come out of it. Central UP was hit after that and companies like Dhampur Bio were affected.
Now West UP has been affected, Triveni, Dhampur Sugar and the like will face significant drop in recovery… Triveni other businesses will do well but Sugar is on the decline for 2 years.
Shivalik Bimetal Controls Ltd (SBCL) (07-08-2024)
My understandign was that they have always said that material costs are passed on to the customer. Thus this seems a bit odd.
HBL Power: Signs of change (07-08-2024)
Superb Karan. S0 a minimum of 8000 sets from the current vendors like Medha/HBL/Kernex and a maximum of 2000 sets from developmental vendors.
HBL Power: Signs of change (07-08-2024)
The document of 10,000 sets tender mentions that a developmental order of Max 20% will be given to ‘Sources appearing in RDSO Vendor Directory for KAVACH SYSTEM Version 4.0 with conditional approval and who have obtained Technical Clearance for Field Trials from RDSO on the date of opening of tender’.
It also mentions CLW reserves the right to procure entire or bulk quantity (min 80% of Net procurable Quantity) from ‘sources appearing in RDSO Vendor Directory for the supply of Version 4.0 of KAVACH SYSTEM or who have supplied or installed and commissioned Loco Kavach of minimum 10 nos. as per Version 3.2 as certified by RDSO’, on the date of tender opening.
Combining AI and Equity Market (07-08-2024)
Hey ValuePickr Community,
I’m excited to introduce Screener Specter, a Chrome extension I created to improve our experience on Screener.in. It provides real-time data, adds a forensic summary to company pages, and makes complex financial metrics simpler and more insightful.
I’d love your feedback and suggestions to make Screener Specter even better. Your insights can help make it more valuable for all of us. If you encounter any issues or have ideas for new features, please let me know. I’m eager to learn and grow with your help! Next version will even use AI to give further insights and projections.
FII/DII activity – and what we can make out of that! (07-08-2024)
Net Investment data for the month of July is out. The data shows the Net investments done by the Foreign Portfolio Investors (FPI) in the equity segment.
From July 16-31, the sectors which have seen massive Net inflows of more than 2,000 crores are Automobiles and Auto Components, Healthcare, Information Technology, Metals and Mining followed by Telecommunication. From these 5 sectors, the Net inflows in Automobiles and Auto Components sector has observed a gradual increase in its investments for the past three fortnights.
In the Information Technology sector, there is a massive jump in Net Investments. If you observe closely, FPI’s have significantly decreased their holdings in Financial services by 8,119 crores and on the other hand, they have increased their holding in the IT sector by 8,998 crores. Will there be a boom in the IT sector?
Metal and Mining sector have also experienced a good amount of Net inflows. Does this show a trend reversal in this sector?
The FPI’s are continuously decreasing their holdings in the Power sector from the past two months. However, the Government is very positive on the same sector.
The grand total increase in Net Investments made by the FPI’s for the month of July is 32,365 crores as compared to 26,564 crores for the month of June. An increase of 21.83% on monthly basis.
This shows the global confidence in the Indian markets.
Your thoughts and feedback are encouraged.