The results are good YoY . Media release is appended
Jupiter Wagons.pdf (794.0 KB)
Posts in category Value Pickr
Jupiter Wagons Ltd (previously CEBBCO) (25-07-2024)
Texmaco rail and engg. – A high tech total rail solutions provider (25-07-2024)
Healthy acquisition –
Lt foods (daawat) (25-07-2024)
(post deleted by author)
Smallcap momentum portfolio (25-07-2024)
@Mudit.Kushalvardhan Thank you sir
Smallcap momentum portfolio (25-07-2024)
@visuarchie , Vishwanath ji, one query , since you are following this from 18 months, how much maximum drawdown you have seen in any individual company share price, before it going out of your list?
And can we butt in and sell it before it going down that much? Can we keep a maximum threshold of 10% or 15% ? And in small cap and in microcap what is the ideal stop loss we should keep, keeping in mind the high volatility of these universe stocks?
Smallcap momentum portfolio (25-07-2024)
If I could answer this, yes you could use VCP and accordingly shortlist them…But then it wont be pure price momentum followed under this method.
Tips Industries Limited – Ready to RACE ahead! (25-07-2024)
Well I will defer to management on that. I believe they have had the luxury to not acquire overpriced content because they saw they were growing still as per their targets of 30%. At some point that will wear off. Probably not for the next 3 quarters as the new revenue should kick in from the recent deal for YoY results.
However, i was more concerned about the margins and the bottomline. So far have stopped tracking the stock closely since it is compounding nicely without effort. 
However, because of the elevated margins, I would like to see what kind of returns I should expect for the next year.
Saregama used to trade around 60 p/e with a worse business model (because of writeoff strategy and other lumpy businesses) when it was delivering 30% growth. So there is still some room here for peak valuations.
Tips Industries Limited – Ready to RACE ahead! (25-07-2024)
The movie arm of the business is Tips films. And there was 30 cr revenue from netflix from the movie plus some for the satellite rights and music. Net net it would be no profit no loss. I was previously tracking tips films
Mutual Funds I am investing (25-07-2024)
For gold, an alternative approach could be…
instead of 1K/month, try approx. 7K for every 7 months roughly… Till then park 1K /month in separate account earmarked for investment.
hope this helps.
CFF Fluid Control Limited – SME (25-07-2024)
It looks like a different order from the last order declared on 01.07.2024. That was for 266.94 crores from Garden Reach Shipbuilders; this is from Cochin Shipyard. Product description is also different.
Such back to back orders for a topline company of 107 crores will put the company in a different league.