Finallyy!! Assam plant will start contributing to business. Once the old business margin is back we will see good bottom line.(Depend on raw material prices)
Eaisly gulpoly will see top line of 1800-2100cr.
Posts in category Value Pickr
Yash Pakka – (Previously Yash Paper) – Rising from ash (08-06-2024)
During the Q4 conference call, Ved clarified that there would be a moratorium period for the loan, meaning that principal repayments will begin only after the commencement of commercial production for the Jagruti project. Additionally, the interest on the debt incurred until commercial production starts is included in the project cost.
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (08-06-2024)
Reasons for Slow Growth and Low Volatility
- Market Saturation and Stiff Competition: ITC operates in highly competitive sectors such as FMCG and tobacco, which are mature and saturated, leading to slower growth prospects.
- Regulatory Challenges: The tobacco business faces stringent regulations, affecting its growth and contributing to overall volatility.
- Diversification Impact: While diversification into FMCG is beneficial for long-term growth, it is also a slow process with lower margins compared to the tobacco business, thus affecting overall stock performance.
- Economic Conditions: Economic slowdowns and fluctuating consumer demand have impacted revenue growth, particularly in non-core segments like agriculture and paper products.
Overall, ITC’s consistent dividend payouts and stable revenue growth in the FMCG segment are positive, but the decline in profitability and challenges in other business segments contribute to slower stock growth and low volatility.
Swiss Military Consumer Goods (08-06-2024)
A 1 month old development
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (08-06-2024)
Highlights:
- Key Buyers: Major buyers of ITC shares included ICICI Prudential Mutual Fund, the Government of Singapore, and Capital Group.
- Transaction Value: The block deals amounted to nearly Rs 17,500 crore.
- Share Price Impact: ITC shares closed at Rs 422.40, a 4.49% increase after the deals.
- Analysts’ View: Positive outlook due to ITC’s strong brand and potential for FMCG volume growth.
Lowlights:
- Concentration Risk: High volume of shares being traded might indicate significant offloading by certain entities, potentially hinting at some investors reducing their exposure.
Refer to the full article – (Who are buyers of ITC shares in nearly Rs 17,500 crore block deals? – BusinessToday).
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (08-06-2024)
Highlights:
- Key Buyers: Major buyers of ITC shares included ICICI Prudential Mutual Fund, the Government of Singapore, and Capital Group.
- Transaction Value: The block deals amounted to nearly Rs 17,500 crore.
- Share Price Impact: ITC shares closed at Rs 422.40, a 4.49% increase after the deals.
- Analysts’ View: Positive outlook due to ITC’s strong brand and potential for FMCG volume growth.
Lowlights:
- Concentration Risk: High volume of shares being traded might indicate significant offloading by certain entities, potentially hinting at some investors reducing their exposure.
Refer to the full article – (Who are buyers of ITC shares in nearly Rs 17,500 crore block deals? – BusinessToday).
Smallcap momentum portfolio (08-06-2024)
12 month date: 6/9/2023
6 month date: 12/8/2023
RANKING →
JAIBALAJI
COCHINSHIP
ANANDRATHI
HUDCO
POWERINDIA
JWL
SOBHA
SCHNEIDER
MOTILALOFS
EXIDEIND
KPIL
BLUESTARCO
APARINDS
NBCC
SIGNATURE
GODFRYPHLP
BRIGADE
GPIL
EIHOTEL
SWSOLAR
HINDCOPPER
A-Z ORDER
ANANDRATHI
APARINDS
BLUESTARCO
BRIGADE
COCHINSHIP
EIHOTEL
EXIDEIND
GODFRYPHLP
GPIL
HUDCO
JAIBALAJI
JWL
KPIL
MOTILALOFS
NBCC
POWERINDIA
SCHNEIDER
SIGNATURE
SOBHA
SWSOLAR
I don’t understand why, but my list always differs from you @Anand_Jain
There are 4 difference i can see that are in my list and not yours.
@visuarchie waiting for your list as well.
Smallcap momentum portfolio (08-06-2024)
12 month date: 6/9/2023
6 month date: 12/8/2023
RANKING →
JAIBALAJI
COCHINSHIP
ANANDRATHI
HUDCO
POWERINDIA
JWL
SOBHA
SCHNEIDER
MOTILALOFS
EXIDEIND
KPIL
BLUESTARCO
APARINDS
NBCC
SIGNATURE
GODFRYPHLP
BRIGADE
GPIL
EIHOTEL
SWSOLAR
HINDCOPPER
A-Z ORDER
ANANDRATHI
APARINDS
BLUESTARCO
BRIGADE
COCHINSHIP
EIHOTEL
EXIDEIND
GODFRYPHLP
GPIL
HUDCO
JAIBALAJI
JWL
KPIL
MOTILALOFS
NBCC
POWERINDIA
SCHNEIDER
SIGNATURE
SOBHA
SWSOLAR
I don’t understand why, but my list always differs from you @Anand_Jain
There are 4 difference i can see that are in my list and not yours.
@visuarchie waiting for your list as well.