https://twitter.com/caprize_invest/status/1776231329568559146?s=20
SOME GOOD DATA POINTS on wind energy and renewable sector. sanghvi movers shud benefit
Posts in category Value Pickr
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (07-04-2024)
Going by Waaree concall just 25% to 30% of their order book includes module supply in their scope.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (07-04-2024)
Going by Waaree concall just 25% to 30% of their order book includes module supply in their scope.
Shaily Engineering Plastic (07-04-2024)
@aadhar.aggarwal @Cuckoo_Invests The main hope pharma division is flat over almost a decade, management has repeatedly missed guidance and now saying pharma will actually break -out. Beyond hope, what is the strategy here for investors?
Shaily Engineering Plastic (07-04-2024)
@aadhar.aggarwal @Cuckoo_Invests The main hope pharma division is flat over almost a decade, management has repeatedly missed guidance and now saying pharma will actually break -out. Beyond hope, what is the strategy here for investors?
B’s Notes : company analysis, portfolio roundup (07-04-2024)
Limited Data Post- Listing
NSE Symbol: RKSwamy
- Company’s brand name Hansa
- The company’s growth since FY22 growth has dropped
- RoA is surprisingly low for an ad agency, which is considered asset light business
- Does seem to have some unlisted co.’s in similar activity(requires deeper search)
- Leverage seems to be on higher side but will reduce post-listing (fresh issue part). RoE will also reduce.
- Book Debts seem to be high at 255 days (almost 3 quarters)
Any comments on company’s business are welcome.
Disc: Presently not Invested. I’m not a SEBI RIA. Please consult an RIA before investing.
B’s Notes : company analysis, portfolio roundup (07-04-2024)
Limited Data Post- Listing
NSE Symbol: RKSwamy
- Company’s brand name Hansa
- The company’s growth since FY22 growth has dropped
- RoA is surprisingly low for an ad agency, which is considered asset light business
- Does seem to have some unlisted co.’s in similar activity(requires deeper search)
- Leverage seems to be on higher side but will reduce post-listing (fresh issue part). RoE will also reduce.
- Book Debts seem to be high at 255 days (almost 3 quarters)
Any comments on company’s business are welcome.
Disc: Presently not Invested. I’m not a SEBI RIA. Please consult an RIA before investing.
B’s Notes : company analysis, portfolio roundup (07-04-2024)
NSE Symbol : Polyplex
- Sales Growth has been falling in the last few quarters with PAT
- Promoters & Institutions exited, Public rolled in
- P/E very high with reference to company’s standing
Rajapalayam mills ltd – value unlocking possible? (07-04-2024)
Good and detailed insights! Thanks for sharing