@ameydesai @hitesh2710 Fundamentally, Next year can be soft for Neuland labs, that’s why the stock has corrected. But 2026 should be a bumper year. So it’s a long term story and the journey is going to be lumpy.
Posts in category Value Pickr
Unihealth Medical Consultancy – The Caplin of Hospitals? (12-06-2024)
There is an Analys/Institutional Investor Meeting scheudled tomorrow at 2:00 PM, I believe this meeting is to raise funds towards further expansion?? or anyone has any updates over this?
HBL POWER SYSTEMS: Booting-up for the Race of the Century (12-06-2024)
Aren’t they known for talking less and walking more?
Ptc india ltd (12-06-2024)
The rotten apples are forcefully removed!
PTC will make a fresh start with SEBI removing its CMD Mr. Rajib Kumar Mishra from his position and barred from holding position in any listed company.
Board will now appoint a new MD and all the issues that plagued the company during the last few years will be resolved. Onward and upward for both PTC and PFC.
Disclosure: Been holding position in PTC from lower levels and added recently.
MSTC Ltd.: Growth through to E-Commerce (12-06-2024)
Mutual Fund houses are seeing traction in MSTC
Sarla performance (12-06-2024)
Sarla performance gave a multi year breakout
Clean Science and Technology Limited (CSTL) – A clean and green future ahead (12-06-2024)
Pretty neat work. What do you think about making it live online in Google Sheets or Microsoft SharePoint so that we can subscribe to live updates, and also possibly make updates
Companies with 20%+ growth guidance for next few years (12-06-2024)
Expecting the growth to be tepid for the next year. CV industry volumes are expected to remain flat or show minimal growth in FY25, which can impact overall volume growth for the company. However, expecting the margins to improve over the next few years due to higher mix of alloy wheels.
Sanghvi Movers (12-06-2024)
Difference is due to depreciation, Saghvi movers have huge depreciation expenses. Depreciation is an accounting expense not a cash expense. So, the cash generated is far more than net profit in P&L. This is what made me invest in saghvi movers during 2019 to 2020 at an average price of 80. In P&L they are making loss but generating cash and reducing debt during that time.
Disclosures: No holding exited all at above 600 and made huge profits
Hitesh portfolio (12-06-2024)
Dear Knowledge sharers and seekers,
Entered this counter today and looking gradually to build up position.
Rationale –
- Promoter (Gateway Distripark) is aggresive in enhancing it’s stake.
- It’s presence in growing Cold chain logistics and getting consolidated.
- Breaking out of multi year consolidation (double bottom formation), subsequently forming bullish flag pattern.
Hitesh bhai & members, looking for inputs which I may have missed.