Bharat connect rising stars 2024 post conference note :
Posts in category Value Pickr
Krsnaa Diagnostics – what is the diagnosis? (03-04-2024)
GST Dept was active, but not sure about income tax. This case pertains to Income tax so should be looked bit differently than the GST lot.
Narayana Hrudayalaya Ltd (03-04-2024)
Everything true… Only, EV/EBITDA multiple is generally used as a metric for hospitals instead of PE as it shows a better picture in this case. EV/EBITDA multiple of NH is also the lowest among peers though.
Tejas Networks – Product based IT business in a favored sector? (03-04-2024)
Looks like players like Tejas will have to fight very hard with the BSNL establishment to get their voice heard.
Disc: Largest holding in Tejas and hoping that the government will prevail upon BSNL like they did with the 4G order.
Promising Micro Cap and Small Cap Companies- Ultra Cab Wires & Cables Ltd (03-04-2024)
there was a open market selling of around 80Cr by promoters which is 7 times more than the profit they reported in any financial year…lol.
Tejas Networks – Product based IT business in a favored sector? (03-04-2024)
Given the massive size of the order and high stakes involved, it remains to be seen how much of what is stated in the news item will have an impact on the ongoing order with the TCS consortium and upcoming 5G upgrade offer.
Disc: Have invested in Tejas networks and is the largest holding.
Companies With First ever concalls OR Investor Presentations (03-04-2024)
First Presentation by Power & Instrumentation
Mazagon Dock: aptly called “Ship Builder to the Nation” (03-04-2024)
Interesting Story- Starting from a simple Dry Dock in 1774 up to manufacturing frigate in 2023 , Mazgaon Dock turns 250 years old.The CEO speaks to Forbes india on its various accomplishments
Discl: Invested from lower level…with a lot of volatility and OFS, i am still holding…
Not a buy or sell recommendation. please do your own assessment before investing
Oil India- has its time come? (03-04-2024)
Oil exploration is the traditional business of OIL
and currently oil business does not carry a P/E more than 5-6.
Why Oil India is trading higher is for its Green portfolio – Renewables energy including BCG from bamboo , Hydrogen from coal , carbon capture , Green hydrogen etc aggressively.
Even Indian oil is aggressively in to renewables as above.
Both twin going forward should do well.
Indian oil is yet to capture market fancy because of its OMC cap and market is yet to value IOCL for its Green energy foray in a big way.
Discl: invested in both from.lowe4 level. not a buy or sell recommendation. pl do your own assessment before investing