One more latest video on Vasa Dentisity
A Special Scenario (Vasa Denticity)
I hope you find it useful
dr.vikas
Posts in category Value Pickr
Navneet Publications – a good com in education sector (25-11-2024)
Continuation of existing government in Maharashtra is positive for the company – NEP implementation should accelerate now.
Kalpesh’s Portfolio (25-11-2024)
Now sitting on 60% cash in equity portfolio
| Equity Portfolio | ||||
|---|---|---|---|---|
| NAME OF COMPANY | CMP 25-11-2024 | Allocation | UNREALISED GAIN | |
| AVG INVST PRICE | ||||
| Punjab Chemicals | 772.45 | 989.05 | 17.40% | 28.00% |
| Innova Captab | 499.09 | 1004.75 | 13.70% | 101.30% |
| IRM Energy | 537.21 | 364.2 | 4.70% | -32.20% |
| Prevest Denpro | 377.47 | 555 | 4.50% | 47.00% |
| CASH | – | 59.80% | 0.00% | |
| EQUITY | 100.00% |
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (25-11-2024)
How is the cost of acquisition of the newly issued ITC Hotels to be calculated by existing shareholders of ITC?
Kalpesh’s Portfolio (25-11-2024)
Sold Prime Fresh complete position.
Reason: Management itself is saying second half will not be that great.
Hope to get better entry point some point in next 6-8 months.
Patels airtemp limited (25-11-2024)
Yes, I also saw the recent order book number in the rating report, from what I understand is they wanted to focus on orders whereby they have more control in respect to profitability and delivery times…but 300 Cr in general is low end order book, In AGM they mentioned that they have an inquiry of about 150-200 Cr which will materialize shortly…
Tilaknagar Industries- Potential Turnaround Candidate (25-11-2024)
good comparison amongst the industry players and Tilaknagar Indusries EBIDTA margins appear to be better compared with others in the list.
Awfis Space Solutions: Flexing its Muscles in the Market (25-11-2024)
Awfis Space Solutions To Build & Manage NSE’s New Office | NDTV Profit
Latest interview ,H2 will be better than H1
PSP Projects – Construction Company (25-11-2024)
I exited my holdings for PSP yesterday.
Thesis for entering the stock (some 6 months ago) :
PSP came across as a company hungry for growth, with a solid track record of timely execution and a negative cash conversion cycle. With the growth happening in Gujrat and UP, the company appeared to be a beneficiary of urbanization theme.
Thesis for exiting just days ago:
- Primarily I saw a number of issues related to failures in either execution or challenges from the clients who delayed payments / cancelled projects etc. Plus the order book growth started to stall.
- Uncertainity with respect to case with Adani
- Finally, there are other good buys in the EPC space which are somewhat better with respect to order book growth and the business uncertainties.