hey, anyone with updated views on this? Thanks!
Posts in category Value Pickr
Sunshield Chemicals Ltd (10-06-2024)
yasho industries and there is another one that is unlisted and smaller in size/capacity
TCI Express – Logistics Sector niche player (10-06-2024)
Delhivery_ET prime.pdf (1.9 MB)
An article to be read. Is Delhivery’s aggressive pricing strategy impacting the express logistics business? If one reads TCI Express’s concall over the last 6 qtrs, one can see their inconsistency in forecasts. Either they don’t want to acknowledge that competition is eating into the available pie or they are extremely rigid about their strategy in pricing.
Disc: Invested from higher levels
Confidence petroleum (10-06-2024)
I have written a note on Confidence Petroleum. You may read it here – Blogs
I feel the value of confipet can double in 2-3 years and the company can achieve Rs. 500 crs in EBITDA.
SmallCap Hunter : Trying to find the dark horses with triggers (10-06-2024)
This should interest many, a beneficiary of growth in the Railways, e-buses, healthcare, hotel industry, etc…
Kernex: TCAS led multi year growth story (10-06-2024)
Any thoughts on current levels around 350…stk corrected significantly from highs. The takeover news by Alstom is faded but the order book is packed. Can promoter b able to execute ??
Lincoln Pharma … the next mid-cap pharma in the making …? (10-06-2024)
SAST update: Promoter Munjal Patel bought 35,000 shares in the open market. I think promoter will continue to buy smaller quantities of share in the open market of the next 12 months.
Indiabulls Housing – A compounder from here? (10-06-2024)
Yeah but it was a way after ILFS crisis (around 2018) and this guidance was given in Sep2020 (after covid) besides my point was not regarding any specific details but was to highlight that we need to take whatever they mentioned in IP with a lot of salt. Thanks!
Disc. Has holding. may be biased.
Royal Orchid Hotels – Available at good valuation! (10-06-2024)
Multiple factors –
The Hotel Industry is the strongest at the top end – 4 star, 5 star level. Royal Orchid has a large presence at the 3-star level. That’s one source of skepticism
FY 25 is gonna be a year of consolidation. That’s another
Royal Orchid / Regenta – is still not an established brand. I think, they need to put in another 2-3 yrs of good work in areas of quality control etc to make their brand – more robust