Posts in category Value Pickr
StageInvesting +Elliot Waves (17-05-2024)
Bharat Dyanamics BDL
CMP :2110
Seems to be in III rd of bigger 5th wave.
If things pan out well, we can look at a target near 3400 (III=I)
Here’s the monthly chart ( keep in consideration that monthly chart projections take few months to play out)
Disclaimer : Views are personal. No buy/sell recommendations. The projection is based on our technical -probability study methods and chances of success/failure depend upon various factors.
StageInvesting +Elliot Waves (17-05-2024)
IFGL Refractories
CMP 714
Results are due tomorrow ,if the results happen to be good , we might have the following possibilities 
2nd
Disclaimer : Views are personal. No buy/sell recommendations. The projection is based on our technical -probability study methods and chances of success/failure depend upon various factors.
ValuePickr Kolkata (17-05-2024)
Is there any meeting being planned in kolkata?
Crompton Greaves Consumer Electricals Ltd- Demerged, independent and professionally managed business (17-05-2024)
Q4 FY24-
expense increase bcz we spend more on Ads and marketings.
Butterfly brand turnaround is on the way.
Undertook three price increases in Fan category (Pricing Power) across categories in H2
• Developed digital platform for remote monitoring system for solar pumps
Secured further orders in solar pumps of the magnitude of Rs. 87 Cr in Q4; Total empanelment for Rs. 122 cr during the year of which Rs. 28 cr executed
Lighting business is subdued.
Focused on recent launch of ‘Shakti’ series – India’s first star rated gas stove in the retail market (Under Butterfly Brand)
Products- Fan, Cooler, Water purifier,Water Pump(Solar Pump),Press,Lights,Mixer juicer.,Geyser,Kitchen stove,chimney,dishwasher,microwave.
Amazon ratings of all product is good @4Star.
Main product- Fan, cooler.
Butterfly( Butterfly, a top brand for kitchen appliances in India, is renowned for modern aesthetics and high-quality products, especially in the southern regions. )- subsidiary
Globus Spirits (17-05-2024)
Probably you are right, still the question bags the answer – why the material cost is rising for Globus…
Pricol limited – OEM automotive (17-05-2024)
Wrt to Revenue guidance for FY 26 is Rs 3200 cr organic and Rs 400 cr inorganic. Company reiterated that they never gave guidance of Rs 4000 crin earlier calls and they gave only Rs 3600 cr (3200+400) projection. This was the reply given by the management to a pointed question on Rs 4000 cr guidance. FYI
Globus Spirits (17-05-2024)
How is Piccadily Agro comparable to globus ? Raw material for Piccadily is barley as they produce malts and it’s broken rice /maize/ bajra/ sorghum etc.for globus since they produce Ethanol .
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (17-05-2024)
Last 10 years , Median PE is around : 10 → Current PE : 6
Last 10 years , Median PBV is around : 1.1 → Current PBV : 1.4
FY24 , other income has contributed 20-25% of PBT
I follow this co. because it is part of Nalanda capital portfolio but I don’t think this co is currently undervalued or a ’ no brainer investment’.
Having said that I hardly know anything about the business and its growth prospects, my pov might not be right