Lead Prices ideally should not have any impact on Gravita’s margins, as it is a conversion business and lead price exposure is hedged upfront. However, lead shortages can increase physical premium so minor improvement in margins can happen.
Posts in category Value Pickr
Wheels India Rights – Free money for minorities? (29-07-2024)
Looks management is walking the talk. Good set of numbers for Q1-FY25.
YoY | ||
---|---|---|
Sales | 1167.86 | -3.77% |
PBT | 31.47 | 186% |
PAT | 23.24 | 172% |
https://nsearchives.nseindia.com/corporate/BoDOutcome27July2024_29072024141120.pdf
Management commentary:
https://nsearchives.nseindia.com/corporate/WHEELS_29072024141248_WILReg30PressrelaseJune2024.pdf
Disc: Invested
Bull therapy 101-thread for technical analysis with the fundamentals (29-07-2024)
SMC Global is a small cap stock broking firm also having an NBFC arm. It is available at a reasonale PE of approx 8-9 times earnings and is a dividend paying company. In its short listing journey so far one can make out that post a breakout it has been travelling within a parallel channel and the cross over of the 50DEMA has been resulting in the price travelling to the resistance end of the channel…
Q1 results are out tomorrow. They have an NCD on offer (75 cr + 75 cr) presently which is closing on 1st August (0.89x subscribed so far as per chittorgarh dot com) and the post results conference call is slated for the evening of 1st August. Q3 and Q4 of FY23-24 were growth quarters for them after many quarters of stagnating performance.
The sector was in the grip of correction due to the percieved hit on growing F&O trading by the regulatory bodies as well as some rule changes on brokerage recently announced by SEBI… .
Equitas Small Finance Bank: A Profitable lender to small businesses (29-07-2024)
yes my bad. you are correct.
Hitesh portfolio (29-07-2024)
On nse site there is category called SLBM. You can check prices there historic as well. Period is generally month or 2 price is higher for 2 months than 1 month it folows F&O expiry date for lending
Shares are credited back in your account.
Generally from what i have observed is yield is around 0.5 -1% max. Opportunity is infrequent.
I have done slbm 2 years back where hdfc bank had everymonth opportunity. For once in a while i dont know if it makes sense personally doesnt even make 0.1 -0.3 % of portfolio yield in a year .
Broker can help facilitate the same dont know for online platforms.
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (29-07-2024)
उत्तर प्रदेश में बिल्डिंग और इंफ्रास्ट्रक्चर डेवलपमेंट का नया आयाम लाई सीन्सिस टेक लिमिटेड
Ceinsys Tech event at Lucknow
Sealmatic India Limited (29-07-2024)
Sealmatic has shared its annual report. There is nothing new in the report, in the sense that the company has been very prompt in reporting developments to Stock exchanges. One para I like-
“The business area of Defence and Nuclear is now well covered by achieving the certification of ISO 19443 (Nuclear) and the DGQA (Defence), it would be noteworthy to mention that Sealmatic was the second company in India to get the ISO 19443 certification and also to get the coveted DGQA certification for Defence through a very stringent process, having achieved both these certificates it has paved way for us to penetrate the coveted markets, which are long term, profitable and sustainable. We have established a team of engineers who will exclusively pursue this business in the Defence and Nuclear sector.”
There have also explained middle east and Russian opportunity. A good read.
Annual report of Sealmatic:
Sealmatic AR.pdf (6.1 MB)
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (29-07-2024)
All will be clear once the results for the June quarter set in. Looks more of an operator play with lower circuit being hit as on 2pm. It is a sunshine sector no doubt but still its TTM PE 115.58 compared to 76.68 sector average. Watch this link below for a great reound up on the company
All E Technologies, making businesses ready for AI (29-07-2024)
Disc: Invested
Please verify
AET | YonY |
---|---|
Revenue | 22% |
Expenses | 15% |
PBT | 52% |
PAT | 52% |
EPS | 53% |
Long term investment strategy (Buy, hold but don’t forget) (29-07-2024)
I totally agree …most of investors dont put stop loss and keep on holding even beyond 20 % loss but profits they always book faster.