Good information about the company, business model.
Posts in category Value Pickr
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (16-05-2024)
Seconded on why there is no movement in share price.
Only theory maybe retail is not excited by the sector and company.
They should probably annouce solar or battery related shipping or something: smile:
On a serious note have been tracking for a year. The management is relative clean, crisp and clear and does not over promise.
How to analyse Equity Mutual Funds? (16-05-2024)
Churn – portfolio change internally (I consider buy and sell).
I predominantly use manual approach of looking at factsheet all AMC share monthly basis. In recent time I have seen some platforms provide this info but don’t recall name.
Sanghvi Movers (16-05-2024)
Hi,
Thanks for bringing this data in notice.
Which tool shows data in this format?
Thanks & Regards,
Sushil
Mudit’s Portfolio (Stage Analysis + Relative Strength) (15-05-2024)
Will you be posting your MF portfolio too?
And please see if you can add desc with reasons to choose that fund.
Thanks in advance
Gujarat State Petronet Limited (15-05-2024)
GSPL has appealed against the tariff order by PNGRB before Appellate
Tribunal for Electricity (APTEL).
PSP Projects – Construction Company (15-05-2024)
to me it looks positive, as I wrote earlier, I was expecting 100Cr only
In the November call, they only cited ~100Cr of receivables for booked, unbooked, and retention money. Even in a recent call, I heard a similar figure; what is the 400Cr amount? According to my understanding, it is using a price increase provision following a force majeure to negotiate 100+ crore. I see the focus is largely on recovering ~100 crore.
disclosure: invested
CMS Info Systems Ltd (15-05-2024)
Didn’t follow you. Are you comparing CMS with Infosys/TCS ?
Buy Unlisted Shares (15-05-2024)
They (Altius)where good few months back but now they are more into getting 10-20% margin.
So I will advise WhatsApp at least 5-7 brokers and get the best suited price.
And the second thing it’s very hard to value unlisted share there are more opportunities in listed shares.
Few days back valuation of OYO was around 6 billion and in 5-10 days they raised funds @3 billion or lower.
PSP Projects – Construction Company (15-05-2024)
Its over! who won?
