Nothing extraordinary, still a subpar operating performance compared to previous FY, compare the PBT.
Bottom-line gets beefed up by Deferred tax Assets, which is not a given in every quarter
Posts in category Value Pickr
Microcap momentum portfolio (25-05-2024)
This is my list for 27th May, in ranking order of 1-25.
12 months before date: 25/5/2023
6 months before date: 24/11/2023
KIRLOSENG
KPIGREEN
PURVA
VOLTAMP
IFCI
NETWEB
CHOICEIN
TECHNOE
RTNPOWER
TVSHLTD
ANANTRAJ
MSTCLTD
ARVIND
TARC
ELECTCAST
KESORAMIND
STAR
SCI
WOCKPHARMA
BALMLAWRIE
TIMETECHNO
KIRLOSBROS
JPPOWER
AHLUCONT
IIFLSEC
A-Z order of ranking:
AHLUCONT
ANANTRAJ
ARVIND
BALMLAWRIE
CHOICEIN
ELECTCAST
IFCI
IIFLSEC
JPPOWER
KESORAMIND
KIRLOSBROS
KIRLOSENG
KPIGREEN
MSTCLTD
NETWEB
PURVA
RTNPOWER
SCI
STAR
TARC
TECHNOE
TIMETECHNO
TVSHLTD
VOLTAMP
WOCKPHARMA
@visuarchie Please check if this matches your list
Zen technologies – A micro cap in the defense space! (25-05-2024)
Has the management told about this poor cash from operstions this year. Is this trend likely to continue this FY too @Manojlion
Pls help to under stand this. Is it better to exit or hold as per your view … due to this poor cash from operation performance. Asking as I am also invested.
Piccadily Agro Industries Ltd (25-05-2024)
What I like most about Piccadily Agro is “Focus”.
Compared to others such as Radico & USL, who seem to be doing random stuff such as launching products with weird names – victory of xxxx year, launching a few dozen bottles of super expensive whisky at (Rs. 5 lacs per bottle) and struggling with their mass market biz which constitutes majority of their revenue, Piccadily has abondoned the mass market end of the market, gone all out with just one product – Indri, made it super successful with amazing brand recall and consequently brand value. And now, Piccadily is getting ready to repeat the success of Indri with its new award winning product – Camikara rum which aims to create a new category of premium rum altogether. It seems they are on a mission to reach the pinnacle of alco-bev market in India.
BMW Industries Ltd (Steel Service center) (25-05-2024)
Earnings Call Q4 FY24 happened of 16 May 2024
BMW Industries Ltd Q4 FY2023-24 Earnings Conference Call
Transcript PDF:
transcript.pdf (1.1 MB)
PPT:
b97e85f1-7374-42fe-a63d-116576f1e3d9.pdf (5.3 MB)
Antony Waste – Long Term (24-05-2024)
Thank you for sharing
Antony Waste – Long Term (24-05-2024)
You are not looking at the consolidated results.
They came up with an extraordinary result!
Godrej Properties – Brand, Business model & Scale (24-05-2024)
Defence Ministry points gun at Godrej’s housing project with revenue potential of Rs 7,000 crore in Mumbai
Read more at:
Antony Waste – Long Term (24-05-2024)
Anyone following this company, the results were posted yesterday and they don’t look that good. Sales is reducing quarter or quarter. Profit margins are also reducing. This year the performance dropped compared to last year.
Disclaimer: Invested.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (24-05-2024)
Rights issue has already closed on May 14, it was open from April 30, 2024 to May 14, 2024. If someone missed to sell the Rights Entitlements and also didn’t apply then nothing can be done now.