Yeah that makes sense! Thanks for simplifying tge underlying tone for me… but still if you see the PnL statement of the co the OP both short and long term are constantly on the rise…
Posts in category Value Pickr
Motilal Oswal Financial Services (29-07-2024)
Motilal is 4x from last year when I explained there is huge margin of safety. These opportunities come very rarely and you should allocate heavy and then let compounding do it’s magic. It was my top allocation and yes you could always add more in hindsight but it had reached my maximum allocation. Yes all its earnings are linked to market but it was great play to FnO mania that’s going on. You are casino owner and collect money from gamblers.
Premco Global — Narrow Fabric (A critical component for inner wear) (29-07-2024)
As expected flat sales with lower margins… margins will be under pressure and go down to 10 to 12%. Competition is very high in this business…
Titan Intech Limited: Empowering Data Center Infrastructure (Turnaround story?) (29-07-2024)
I guess what Akash is trying to highlight is that the promoter is just trying to run up the share price and make gains using all the hot words in today’s market, with nothing substantial under the hood. Correct me if I am wrong @akash_das
Further, simply saying “Serial Entrepreneur” highlights lack of tangible achievements, and issuing warrants is again a red flag that promoter is engaged in making money in capital markets by simply playing with the tools
Diamines and Chemicals Ltd – Navigating for a long-term growth (29-07-2024)
its given to subsidiary – check consolidated statements
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (29-07-2024)
Company announces QIP for 150 Cr, will be interesting to note the incoming investors and use of the QIP proceeds.
https://nsearchives.nseindia.com/corporate/ANNAPURNA_27072024135731_ASL_intimation.pdf
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (29-07-2024)
Couple of interesting developments over the weekend:
- Full repayment of the NCD’s : https://www.bseindia.com/xml-data/corpfiling/AttachHis/9d2a9fc5-e858-428c-b356-4496e5f0261a.pdf
- Promoter pledge release process initiated subsequent to above: https://www.bseindia.com/xml-data/corpfiling/AttachLive/d76e3744-a541-4fa3-8831-2f5face2d4cb.pdf
With the above, at least the overhang of high promoter pledge/ balance sheet cleanup issues will be sorted. The only missing aspect is the revenue/ebitda growth , if the company delivers, might be rerated soon. Q1 results will set the baseline for Fy25 , historically the last couple of years has been sub 70 Cr, lets see what they deliver.
Aavas Financiers :: Banking on the unbanked (29-07-2024)
Link to Concall
Titan Intech Limited: Empowering Data Center Infrastructure (Turnaround story?) (29-07-2024)
Hi akash, thanks for all the insights! Just wondering why does you reply still feel like it carries a sarcastic tone :’) ?? If there’s anything else I am missing on this co please let me know! Thanks again
Ravi’s Portfolio – Log and Review (29-07-2024)
Portfolio was getting consumer heavy so decided to reduce one, so Nestle gone
Since I added Bajaj Finserv – insurance sector is covered, so removed HDFC Life.
United Spirits top position is mainly because of price appreciation. Once it crosses 15%, may trim a bit.