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Posts in category Value Pickr
DCX Systems Ltd (18-06-2024)
@anmol_satyam please share your calculations.
InterGlobe Aviation – Indigo (18-06-2024)
It is unlikely Indigo would be facing increased competition for peers due to tight supply of aircrafts from Boeing and Airbus, also if crude oil increases competiton will suffer due to less efficient aircrafts and thus higher costs.
Also since the world is moving towards renewables and with the increasing adoption of EVs the demand of crude oil will reduce.
Earlier crude oil demand was mostly inelastic as our major lived depended on it now having a substitute for this commodity reduces elasticity.
Thus the power of OPEC should reduce and we should be moving to a regime where prices of crude oil remain low and this should benefit the aviation sector.
Also we are still many years away from commercial EV aircrafts so currently technological disruption risk should be very low.
IMO the only thing we need to track is supply of airplanes from Airbus and Boeing if that outpaces demand then suddenly we can see yields getting affected.
DCX Systems Ltd (18-06-2024)
Did any body notice that fixed assets has tripled in balance sheet (From 15 to 45 ).I see it as a big positive.Have done the maths and it gives me 5X target.
InterGlobe Aviation – Indigo (18-06-2024)
Are operating margins computed in same way under Ind AS and US Gaap. Better to check PBT levels.
But agree that current 12% difference in margins (even if not uniformly computed) is a big one and likely to correct.
Disc. Forcefully Exited due to shares lost in Karvy scam.
Kotyark Industries – Only Listed pure Biodiesel Player (18-06-2024)
Vikas is right. Indent is different from. (Letter of) Intent.
LOI is a mere wish to do (procure)…indent is request to supply against issued purchase orders.
Regards
Disc. Tracking not yet invested
Hariom Pipes Ltd: A Capex Play! (18-06-2024)
Here, they have guided… How they will
Also, CF turns positive after long time in last Q + Inventory, Receivables turnover ratio also improved
Hope for the best from Q1
Kotyark Industries – Only Listed pure Biodiesel Player (18-06-2024)
The company issued statement says indent, and specified what order the system follows,
What you have seen may be different.
Disc: invested
Godawari Power – Any Trackers? (18-06-2024)
Amazing to see that GPIL is now going for buy-back
What an amazing wealth creation story this has been! 5 years back this company was available at a Mcap of just 700-800 Cr and today they are doing a buyback of 300 Cr!
Like discussed in the past in this thread, this sector has gone through big changes and GPIL has done superb execution and adopted good practices.
Ayush
Disc: Invested