Quarterly results were pretty decent…other than that no major updates as of now. Trying to connect with some employees…will update if understanding about any new developments come.
Posts in category Value Pickr
DCX Systems Ltd (18-06-2024)
This maths is very conservative and has excluded the order book pipe line.Comapny is doing back ward integration,so pat % will improve further.Dcx assets tripled in 2019-2020 also,you can see how it changed the revenue.
Anant Raj Limited (18-06-2024)
Anant Raj going ahead to set Anant Raj Cloud their own data center. As highlighted in concall own cloud service have 4 to 5 times higher margin then renting data center.
Interesting time ahead.
D: Invested
PNC Infratech Ltd (18-06-2024)
Any trackers on this one?
The recent bribery event of 10 lacs seems like a small amount for such a huge company. Just worried if MORTH or NHAI could debar the company for 1-2 months from participating in any recently floated tenders, or fine them a marginal penalty instead.
Disc: Invested
Smallcap momentum portfolio (18-06-2024)
Hi Vishwanath. If I need to start a momentum portfolio now, is it ok to buy this basket at the current prices? The reason I am asking is because many stocks would have already run up a lot. Or is it still ok as the portfolio is based on momentum strength.
Indiabulls Housing – A compounder from here? (18-06-2024)
The risk in IB housing is writeoffs of old loan book… Which market is factoring by giving discount to book value.
Considering the dividend stream has started, the recovery in IBHFL looks plausible
As per the filings and company guidance, the next two years roe etc looks conservative to me(i think its already factoring further writeoffs) , any bad hiccups can be severely punished though. They have not been fulfilling their name change dreams, been listening since 3 quarter concalls, but the name remains same.
Risk reward looks favourable at 120-100 per share, however the price has already gone up and hence any further jump from here will be linked to company performance. Dont expect a quick re-rating.
Disclaimer: invested with good allocation.
Hindustan Foods (18-06-2024)
I have noticed from the screener that the JFM and AMJ quarters for this company shows less sales than the JAS and OND quarters. Can any expert confirm if this analysis is correct. Also, where can I grab the Order book of this company?
Buy Unlisted Shares (18-06-2024)
Possible to purchase Hyudair motor india ?