Why there is mismatch between management commentary of both the companies? Is it due to conservative approach of Avanti management to promise less and deliver more? Requesting all senior members to share their views. This could be the good learning case for next shrimp cycle.
Posts in category Value Pickr
Rajesh Exports: Time to examine this story seriously? (24-11-2024)
Too many red flags.
TTM PAT decreased by 97%
Management is silent and doesnt do concall
Employees decreased from 135 to 111 in 2023.
Employee cost is 180cr, rather high for a non technical company. Although that may be justified.
Rajesh’s portfolio (24-11-2024)
Hi @Rajesh_Singh Sir, where can we access Sonalis quarterly update and information regarding its future goals ? I can’t really find this anywhere.
Indian Energy Exchange (IEX) (24-11-2024)
A good read!
How these developing story will play out for IEX? Although economically not viable for generators, seems eventually they all have to get these traded in exchanges.
Indian Energy Exchange (IEX) (24-11-2024)
A good read!
How these developing story will play out for IEX? Although economically not viable for generators, seems eventually they all have to get these traded in exchanges.
Vakrangee (24-11-2024)
As RBI introduced the ULI, which is going to boost the economy in tier 3 cities and even smaller pockets of economy,it seems intresting from here onwards for Vakrangee in my opinion.
disc – Not invested but keeping an eye on it.
Vakrangee (24-11-2024)
As RBI introduced the ULI, which is going to boost the economy in tier 3 cities and even smaller pockets of economy,it seems intresting from here onwards for Vakrangee in my opinion.
disc – Not invested but keeping an eye on it.
PG Electroplast – Potential for cooler returns? (24-11-2024)
This is high asset turn vertical, they can get almost ~ 10x asset turn. Even though this vertical going to contribute 400-500 Cr to the top line, existing verticals demand could be huge going forward.
IT Hardware business may contribute good chunk once its kick in as Avg price of the unit would be high like RAC. We may get some clarity in few quarters on hardware PLI
Investment journey of a late starter (24-11-2024)
Would you please share the investment reasoning for HiRect ? Also share the growth triggers.
Thanks
Apex Frozen Foods (24-11-2024)
Are we not looking at a classic mean reversion play?