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Posts in category Value Pickr
Meson valves: A ‘Make in India’ player (16-04-2024)
Yes agree on all of them.
Promoter holding is 30℅.
I am betting on their execution and experience in this field.
Perhaps they can do collaborations with other small players and get orders. Defence sector in India has a lot of opportunities for someone who is willing to provide an efficient and timely customized solution.
I see the current scenario as ‘1991 moment’ for defence cos and I know can be completely wrong.
I have been to Nibe last year and I sensed this opportunity for defence cos.
Meson valves: A ‘Make in India’ player (16-04-2024)
Yes agree on all of them.
Promoter holding is 30℅.
I am betting on their execution and experience in this field.
Perhaps they can do collaborations with other small players and get orders. Defence sector in India has a lot of opportunities for someone who is willing to provide an efficient and timely customized solution.
I see the current scenario as ‘1991 moment’ for defence cos and I know can be completely wrong.
I have been to Nibe last year and I sensed this opportunity for defence cos.
Amara Raja Energy & Mobility Limited: Powering Ahead (16-04-2024)
Its surprising how wide the PE re rating between Exide and Amara Raja now. Almost 2X!
Its becoming hard to really understand whether these companies expect a high revenue jump from FY26 when LI facility starts? I see Tata Motors and major OEMs implement a tighter control over their Battery production since simply that will be pne of thier biggest spends in EV production.
How do you all see the LI Battery production and would it really bring in a game changing revenues, like 30-40-50% jump when thise giga factories starts in FY26?
Amara Raja Energy & Mobility Limited: Powering Ahead (16-04-2024)
Its surprising how wide the PE re rating between Exide and Amara Raja now. Almost 2X!
Its becoming hard to really understand whether these companies expect a high revenue jump from FY26 when LI facility starts? I see Tata Motors and major OEMs implement a tighter control over their Battery production since simply that will be pne of thier biggest spends in EV production.
How do you all see the LI Battery production and would it really bring in a game changing revenues, like 30-40-50% jump when thise giga factories starts in FY26?
Time technoplast (16-04-2024)
There are 40 crore cylinders in circulation. These are the old red cylinders we all see being driven around on the roads in the HP vans.
These need to, and will be, replaced with the new age cylinders, like the ones promoted by GoGas.
TimeTechno makes these cylinders for GoGas.
Apart from this, there is the entire Hydrogen space.
I am seeing exceptional growth for the company across the next 3 years.
Invested, and dreaming.
HDFC Bank- we understand your world (16-04-2024)
As economy picked up other cyclicals also became available for investment namely auto, infra, industrial, manufacturing and even pharma came out of downturn.
So exclusiveness premium which HDFC and FMCG enjoyed went down.
But absolute return investors should do their valuation analysis and take call.
