Have they completely sold off or it has gone below 1% and hence not shown?
Posts in category Value Pickr
Tata Consumer Products Limited (TATACONSUM) (29-04-2024)
Tata consumer is consolidating from January 2024. Already below 10 week EMA and , 30 week EMA is getting flatter. Last both quarters, sales have been low and earnings have been negative. So seems to be going into consolidation Stage 3 . I amd having a small position, which i will be getting rid of soon.
IDFC First Bank Limited (29-04-2024)
IDFC First Bank: Q4 Misses Estimate; Outlook On FY25 Margins, Guidance | MD & CEO V Vaidyanathan
VV’s vision about the future of IDFC First Bank.
Trent — A value unlocking story from the house of TATA (29-04-2024)
Trent is still in stage 2 and above all 3 weekly EMAs, 10 week EMa, 30 week EMA and 40 Week EMA…no sign of slowing down. Results are overall good. I will keep holding and riding till it doesnt give reversal signal.
Investing Basics – Feel free to ask the most basic questions (29-04-2024)
Hi Girish,
I am wondering, if you’re able to find an explanation for this? I am also confused by this.
Could it be the reason that company is deducting lease expenses two time? As per Ind AS-116 the lease expenses should be treated as finance cost.
Syngene International (29-04-2024)
Seems to me you too researched a lot on Syngene and CDMO what’s your personal opinion and view
Trent — A value unlocking story from the house of TATA (29-04-2024)
Q4 profits are entirely other income due to revaluation of leasing and rental costs. Its just Balance sheet change. No actual Cash profits. Result otherwise is good at topline and mediocre in the bottom line.
Disc: Invested in Family Portfolio at much lower levels. Now have to reevaluate seeing extreme bullishness in counter not backed by profits. Probably a sell and rebuy at lower levels.
Syngene International (29-04-2024)
Fooled by Randomness | Healthcare & Pharma | Aditya Khemka | Sajal Kapoor | Prince – YouTube
Must listen to understand CDMO Space & Its Growth triggers. Views by Sajal Kapoor & Aditya Khemka.
May jump to around 1hr 10min for view on BIOSECURE ACT & its effect on Indian CDMO, CHINA+1…
Tata Consumer Products Limited (TATACONSUM) (29-04-2024)
Yes Chings and Organic India is expected to drive 12% of the expected 30% India growth brands as they call it (Non Tea, Salt and Coffee) business. That is now 20% of the total business.
They mentioned that Organic India is avlb in only 47,000 stores. Potential is huge. They 10x the stores for a start and can add 600-700 crores to topline in a couple of years. Starbucks, they said they don’t add to topline revenues. Profit is aggregated in consolidated results. Planning for 1000 stores by FY28-29.
Copper+ is doing well as per them. 60% of Nourishco Business with topline of 900 Crores means its a 540 crores business. My belief is that its better they did not buy Bisleri. Low Margin High Overheads Business. Its better to focus on higher margin businesses. They need an energy drink and maybe get into aerated beverages and colas. That would boost topline, increase overall penetration.
Would love your thoughts.
Q2 is the plan for now.
Shiva Cement Ltd – Expanding It’s Capacity (29-04-2024)
Is there any information regarding mngmt plans for reduction of debt?