Anyone here has looked at Greenchef Appliances. It looks cheaply valued compared to Butterfly and StoveKraft…any views will be very welcome
Disc.: invested in GreenChef
Posts in category Value Pickr
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (29-04-2024)
Another solid set of results with continuing strong guidance
Results
Investor presentation
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (29-04-2024)
Does anyone know the client list of the company? Because I couldn’t find it on their website.
Indraprastha Gas Limited (Special situation/Long term) (29-04-2024)
Out of 8.33 MMSCMD around 75% is contributed by CNG and remaining from PNG. Delhi government has issued notice to Cab aggregator companies to convert their cars to EVs in a phased manner. By 2027 100% of cars need to be only EVs. This will create a lot of pressure in terms of volume to IGL
Transformer & Rectifier India Limited (29-04-2024)
Should listen to Q4 FY24 Concall:
Transformers & Rectifiers Q4 FY24 Earnings Call Part1- Tril Q4 Concall
The SME portfolio (29-04-2024)
As avilable on website, screener
Brookfield India Real Estate Trust (BIRET) – Institutionally managed REIT (29-04-2024)
Here is a DPU track record of 3 office space REITs. None of them have given any appreciation in DPU since listing. I don’t think any of these are working for minority share holders. All their focus is either to increase their assets under management or benefit sponsors.
Embassy REIT:
First full year DPU (FY 2020): 24.39
TTM DPU: 21.33
Brookfield REIT:
First full year DPU (FY 2022): 22.1
TTM DPU: 18
Mindspace REIT:
First full year DPU (FY 2021-22): 18.79
TTM DPU: 19.2
To me it looks like a failed investment product yielding DPU in the range of 5-7% with no YoY appreciation. Given this track record, do you see any case for investment here?
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (29-04-2024)
Here is a DPU track record of 3 office space REITs. None of them have given any appreciation in DPU since listing. I don’t think any of these are working for minority share holders. All their focus is either to increase their assets under management or benefit sponsors.
Embassy REIT:
First full year DPU (FY 2020): 24.39
TTM DPU: 21.33
Brookfield REIT:
First full year DPU (FY 2022): 22.1
TTM DPU: 18
Mindspace REIT:
First full year DPU (FY 2021-22): 18.79
TTM DPU: 19.2
To me it looks like a failed investment product yielding DPU in the range of 5-7% with no YoY appreciation. Given this track record, do you see any case for investment here?
Rural Elect Corp (29-04-2024)
To quote a wise investor, “market can stay irrational longer than one can stay solvent.
Someone else said that there is only king in the equity market which is valuation.
So I’d leave the time to tell us how much of this narrative in Ireda actually plays out in the long term. Again to quote (sorry) a very wise investor, the market is a voting machine in the short term and a weighing machine…”
Right now Ireda is enjoying an overwhelmingly majority of votes and all the narrative and numbers are perfectly aligned.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (29-04-2024)
Nice to see that you started including technicals as well. I first got to know about stage analysis through Ishmohit of SOIC. A very simple and good way to keep a check on our stocks.
Please share your MF folio and stock portfolio if you are comfortable.