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Posts in category Value Pickr
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
Nalanda looks to have sold its entire 7.37% stake.
KDDL (Ethos Watches) – Scalable business model at an inflection point? (14-05-2024)
Yes, it is for ethos. Separate thread is not there
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
I am interested to know aboout the earnings growth potential in offshore segment , I estimate an increase of 80-90 Cr EBIT from repricing of 12 offshore vessels – also curious with improvement of at least $3,000 to $4,000 a day on each contract repricing – why does acquistion of more offshore vessels up on the cards of GESCO , can someone from oil and gas research background quantify the impact of repricing to come from offshore rigs , two of the offshore rigs are up for repricing within this financial year . Also do there exist inorganic growth opportunites in offshore business?
KDDL (Ethos Watches) – Scalable business model at an inflection point? (14-05-2024)
This is the result for ETHOS right and not KDDL? or is the thread same for both?
Chalet Hotels – Playing on discretionary spend (14-05-2024)
One of the fastest growing hotel business in India.
PSP Projects – Construction Company (14-05-2024)
Thanks,
You are right that we need to reward merit. That being said I became a bit skeptical looking the growth of PAT and growth in comp. Shouldn’t performance be linked to PAT ?
On my other point though I am not worried about inequality but rather the incentives for others to perform.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (14-05-2024)
Shilchar focusses a lot on exports. Shilchar does not rely on any government orders where there are pricing pressures to be at the bottom. Shilchar focusses more on RE sector largely for clients that are setting up their own captive plants – these clients value a lot on performance and are willing to pay the extra price. Shilchar has lot of experience and credentials in this space – as client priority is more of reliable performance, they generally give higher price. Shilchar will continue to maintain 25 – 30% range as long as this demand continues which should continue for few more years.
Disc : No recent transactions – invested since much lower levels and views can be biased
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (14-05-2024)
As per the concall transcript, there are various types of transformers. Shilchar is into renewable transformers. Which is a niche market. There are virtually no big organized player (at least bigger than them). Then there’s a entry barrier as well. No idea if margins will continue to be the same or will increase or decrease.
Not a buy or sell recommendation. Invested. May be biased.