NSE 250 qty AVAILABLE @4200
Posts in category Value Pickr
Buy Unlisted Shares (15-04-2024)
Nse 250 qty available @4200
Tara Chand Infralogistic Solutions Ltd (15-04-2024)
Anyone has any idea interms of – At the time of listing of a stock from SME board to Mainboard, is there any circuit limitations?
Also, as it lists on Mainboard and stock price already ~80-100% up in last couple of weeks, will it be eligible for the ASM categorization or not?
Would help if someone can share more info on ASM viz. From where we can get an idea of –
a) Stocks about to go in ASM
b) Stocks about to come out of ASM
c) Stocks about to have Circuit filter revisions
I have seen the lists (excel files) circulating where the stocks coming out/going in of ASM are circulated but source is something I am not aware of for both NSE and BSE.
While there are the guidelines of SEBI around this, it appears quite complex to me to understand and identify the action accordingly. However, I have seen a drastic movement whenever the stocks goes in or out of the ASM list as it has big impact on the trading qty. and margin play during such days.
Discl. – Invested in this script from lower levels.
Marksans Pharma- Can it be the next Pharma Biggie? (15-04-2024)
Huge delievery volume today. Bulk deal alert
Meson Valve : A ‘Make in India’ player (15-04-2024)
(topic deleted by author)
Hariom Pipes Ltd: A Capex Play! (15-04-2024)
If I am not wrong then Anti-dumping duty is on Stainless Pipes & not on ERW Pipes
Syngene International (15-04-2024)
Extremely useful info shared.
Thanks Dr. Vikas for the complete update on CDMO Business landscape.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (15-04-2024)
Ammonia toxicity is known…but not Lethal at 500 PPM. Exposure to 2500 to 4500 PPM for 30.minutes could be lethal.
Ammonia is in use since more than 100 years.
(1) To produce fertiliser – DAP, Urea, Ammonium nitrate , Ammonium sulphate
(2) House hold cleaning
(3) pharmaceutical industry
(4) As a refrigerant
(5) As hydrogen carrier
(6) Directly as a fuel in trasport.
Ammonia Toxicity – StatPearls – NCBI Bookshelf.
https://spectrum.ieee.org/why-the-shipping-industry-is-betting-big-on-ammonia
Hariom Pipes Ltd: A Capex Play! (15-04-2024)
Anti dumping duty on China is on till 2028
Hariom Pipes Ltd: A Capex Play! (15-04-2024)
Preciously and Very Neat estimates… Even I agree with all your assumptions + Triggers…
Trading at very reasonable valuation of below 10 in FY26 Estimates
For antithesis:
- Concentration in Revenue (Top 10 customer contributes over 50% of sales)
- Cash Flow + Debt Saga (Weak CF need to be fund with Debt or Equity… If CF hasn’t improve then whole growth + OP lvg would be messed)
- China Dumping of Low quality & price Pipes, (Although Hariom has advantage but this can harm margin profile)
- Almost all players in ERW industry is doing Capex, this can again hamper profitability if Supply > Demand
- Some Related Party transactions (But I feel it’s okay as every company has such things)