Wrote a blog on Gufic
Disc – holding and SEBI registered
Posts in category Value Pickr
Samhi Hotels – Turnaround with Tailwinds (26-04-2024)
Can anybody please tell when the 962 keys in agreement with Asiya Capital and 600 keys addition in existing cities will become operational?
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (26-04-2024)
Govt has restricted ethanol production so sugar production has gone up… but sugar sale quotas are also controlled and hence sales are down but sugar stock has gone up.
DBOL has more than 1,000 cr worth of sugar stocks (much higher than last year), even ethanol stock has gone up… this will lead to higher sales in Q1 and Q2 – that too at higher sugar prices so the company will benefit. effectively about 400 cr of sales (and 40cr of profit) which could have been done in Q4 has gone to next year.
Recovery has gone up by 0.9% – which is huge jump… this has led to higher margins in Q4 and margins will be higher in Q1 and Q2 also. Next year recovery will be even higher as last year, more farmers have replaced cane variety.
even grain based ethanol wll add to sales and profits in FY 25.
Sandeep Kamath Portfolio | Momentum Investing (26-04-2024)
Well, absolutely no fundamentals in this strategy…having said that, I have kept room for some discretion if there is a big red candle but lets say my sell signal is still not triggered, i might look around to see what caused the red candle…if there are things like fraud or ethical violations that have been detected, i might exit the stock. But other than that, just technical indicators.
Piccadily Agro Industries Ltd (26-04-2024)
Thank you for sharing your experience
Hitesh portfolio (26-04-2024)
Dear @hitesh2710 Sir, which is the best book to learn the basics for all things related to stocks technical analysis : chart analysis, chart trends, types of candlesticks, breakouts, sell, buy and profit booking triggers… Which covers all the basics of technicals in easy language with examples.
Please guide Sir.
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (26-04-2024)
The performance of the company’s stock price is very weird, it has not really moved since the covid crash, but whereas the NP CAGR and Sales CAGR have outperformed the stock price, anyone wonder why?
Oracle Financial Services (26-04-2024)
Stock rallied due to blockbuster Q3 results.
In today’s world some insider trade can not be ruled out.
Volatility is due people inability to understand company, transition to SaaS model and its unpredictability, product new orders which are capex in nature thus don’t come at regular intervals.
I remember a very famous investor who was mentioning on TV that he bought it for IoT play.
This is not QoQ stock. AT best analyzed from Yearly perspective and how core banking is moving.
La Opala RG – Aspirational consumer story (26-04-2024)
Hey,
Following points have changed-
- Company is investing into capex for entering into Store and serve business to compete with Borosil
- Company has given a dividend of 45% in FY23 highest in the company’s history
Following points remain constant-
- Sitting on high cash and investing in bond funds
I would like to ask, company has shown good sales growth. Why do you feel that management is not interested to take company to great heights? 
La Opala RG – Aspirational consumer story (26-04-2024)
(post deleted by author)