Supreme Power Equipment Ltd. has a rich history and a diverse product portfolio, specializing in the manufacturing, upgradation, and refurbishment of various types of transformers, including Power, Generator, Windmill, Distribution, Isolation, Solar, Energy Efficient, Converter, and Rectifier Transformers. The company caters to several industries and has established a strong presence, particularly in Tamil Nadu, with significant expansion plans
Posts in category Value Pickr
Kothari Petrochem Ltd~ A hidden moated small-cap company? (17-06-2024)
Hey, any Update on this Stock.
It seems they are able to sustain double digit operating margins from Mar’21 (QoQ and YoY). The market rewarded this stock for some time with sustained growth in sales. The debt to equity ratio looks very health and even the re-investment rate is 11% of their operating income. Looks like they are able to fuel there capex requirements adequately from the income as of now.
Aavas Financiers :: Banking on the unbanked (17-06-2024)
Wow! Thanks for sharing this @aadhar.aggarwal. Such a nice way to track and understand/evaluate management quality basis the guidance. Some managements keep on shifting the goalpost but have proven themselves in the past. Not sure how one would analyze such scenarios.
This is specially helpful as a quick feedback mechanism for working professionals. Gratitude for sharing the file
Great articles to read on the web (17-06-2024)
12 Predictions for the Future of Technology | Vinod Khosla | TED
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Most expertise will be near free
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Most labour will be free
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Computers will be more pervasive
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AI will play a large role in entertainment and design
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Internet access by bots/agents
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Medicine will go from sick care to proactive and personalized care
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New food and fertilizers
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Cars will not be there…
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Fly at 4000 mph
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Fusion power
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Resources will be plentiful (deep mining)
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Climate/carbon solved
Dhinakaran US Portfolio (17-06-2024)
But there is no fun in Investing in ETFs or Mutual funds I agree, ETFs are the best way. I like reading the balance sheets and the Investing process. So I invest directly in Stocks. I have been investing in Indian Markets for a while – You can take a look at how I evolved as an Investor – Dhinakaran Portfolio
Hence I prefer investing in stocks Directly.
Olectra Greentech – Electric Bus Opportunity (17-06-2024)
Wrote a short update on the Q4 results – here
Disclosure: Invested, looking to exit at current valuations.
Dhinakaran US Portfolio (17-06-2024)
Thank you , Valid Point, Removed the Dollar Amount.
Dhinakaran US Portfolio (17-06-2024)
Thanks for sharing . If 12% is the target than lot of large cap mutual funds are available with cagr returns of 12% over 3 and 5 year period. Curious why are you not deploying money through them if the return expectation is 12%. Thanks
Radhika Jeweltech – Small base Large aspiration (17-06-2024)
RADHIKA JEWELTECH LTD RESEARCH REPORT DOWNLOAD FROM THIS LINK
DISCLAIMER: I AM NOT A SEBI REGISTERED RESEARCH ANALYST/ADVISORY. THIS REPORT JUST FOR EDUCATIONAL PURPOSE.