but the shares got listed in oct 2022. this jump is in august 2023?
Posts in category Value Pickr
KEI Industries Ltd – A consistent performer over the last decade (11-06-2024)
Valid question @Raghav_Gupta. KEI has an A class management, good growth visibility for next few years, solid moat in UHV cables and industry having tailwinds. Perfect storm (+ve one) to prop up PE. Look at the entire industry – Polycab, KEI, Universal, Finolex – all of them have been related in the last 18-24 months. Sales and Profit growth CAGR for last 3Y > 5Y > 10Y for all of them which clearly indicates the sector is in tailwinds.
I agree with @Parakh on using some technical indicators to choose an exit. Only way to sleep peacefully if you have a high allocation of your portfolio to cables sector.
Jyoti Resins & Adhesives Limited (with bloated reserves) (11-06-2024)
Probably, they were adressing market size in those states.
Shabdon se zyada bhavnaon ko samjhna hoga. Reading between the words rather than lines 
KEI Industries Ltd – A consistent performer over the last decade (11-06-2024)
One of the exit strategy is the whole sector doing unwell or the utilisation capacity is 100% and sales are flat and management won’t do capex…
But that seems highly unlikely.Cables and wires are proxy to Railways, Industries,power sectors till next 10 years.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (11-06-2024)
That jump is due to listing of the shares. Pre-listing PE should not be looked at.
Kontor Space Limited (11-06-2024)
One issue I find in this industry is that it is a very low entry barrier industry which can face unorganised competition as I know of many unlisted players that operate at a smaller scale, when these co-working spaces earn higher returns on capital more competition will get attracted to kind of replicate their model of giving value added features such as high speed internet, cafe, security guards etc.
Borosil Limited (11-06-2024)
On 5th December 2023 (which was demerger date) share price of Borosil Ltd reduced from 445 to 375.
So you have paid around 70rs for Borosil Scientific.
Even if your cost of Borosil Scientific is showing as 0 but you have actually paid around 70rs which is deducted from your Borosil Ltd on 5th December.
Indian Energy Exchange (IEX) (11-06-2024)
One view of such a scenario :
- There will be nothing uniform about the Uniform price as it would be a moving target in order to be feasible for both producers and consumers of electricity.
- Uniform Price fully implemented means MBED is a success.
- MBED success means more than 90% of the electricity buy-sale is through exchanges and not PPAs.
- Which means more volume , more volume is good for the exchanges.
Other scenarios welcome.