With 163 PE , stock price run up 3 times in last one year and connection with Megha Engineering (Electoral bond case), only time will tell how the stock price would react as election campaigning starts getting heated. Can become major campaign issue thereby pulling down company’s fortunes. Just trying to become devils advocate here
Posts in category Value Pickr
Ganesh M Portfolio (24-03-2024)
Yes. pretty much same portfolio still current holding is as below. havent sold even single share in last 5 years and I keep adding stocks whichever I feel are out of focus. XIRR is 17% so not entirely bad with low volatility and some dividends 
AVENUE SUPERMARTS LTD DMART 22-Mar-2024 20.50
ITC LIMITED 22-Mar-2024 12.45
RELIANCE INDUSTRIES 22-Mar-2024 11.30
INDIAN RAIL CAT AND TOUR IRCTC 22-Mar-2024 8.71
HDFC LIFE INSURANCE COM LTD 22-Mar-2024 7.59
MAHANAGAR GAS LIMITED 22-Mar-2024 6.39
TITAN COMPANY LIMITED 22-Mar-2024 6.10
NESTLE INDIA LIMITED 22-Mar-2024 5.08
BAJAJ FINANCE LIMITED 22-Mar-2024 4.67
HDFC BANK LIMITED 22-Mar-2024 2.85
PIDILITE INDUSTRIES LTD 22-Mar-2024 3.89
SBI CARDS AND PAYMENT SERV LTD 22-Mar-2024 2.80
JUBILANT FOODWORKS LIMITED 22-Mar-2024 2.23
ASIAN PAINTS INDIA LTD 22-Mar-2024 2.06
RELAXO FOOTWEARS LIMITED 22-Mar-2024 1.91
JIO FINANCIAL SERVICES LIMITED 22-Mar-2024 1.47
Total 100%
Prestige Estate (24-03-2024)
Disc: Invested
Prestige Estate (24-03-2024)
Prestige Estate Projects is in the business of real estate development encompassing the development and construction of properties, leasing of office and retail properties.The Company is maintaining a leadership position in Bengaluru and has a significant presence in Hyderabad and Chennai. It has also extended operations in recent years to Kochi, Mangalore, Goa, Mysore, Pune, Mumbai, Ahmedabad, NCR and Udaipur.The Co will be starting its malls in Tier-II cities such as Ahmedabad, Amritsar, Bhubaneswar, Chandigarh, Indore, Mysuru, and Kochi. The Co will be launching Prestige Smart city on the HDFC platform for targeting mid-income buyers.he Co has signed to invest alongside its JV partner in building one of India’s largest hotel and convention centres at DIAL AeroCity in Delhi.The co is initiating office projects in popular locales and increasing its presence in Mumbai, NCR and Pune.
H.G. Infra Engineering Ltd : Paving the Path to Success (24-03-2024)
Even I couldn’t find JV details & hence taken 50:50 jv assumption for the calculation of orderbook.
Now even at 1320 Cr, they need to execute it within 12 months – so it makes 10% of their revenue for FY 25 – which is good considering their first year in this segment ( calculations are based on 50:50 jv assumption – which I havent verified )
On ITD cementation – They have very good diversified orderbook and thats why they enjoy premium. Infra companies with good diversification is a positive factor in their valuation
Prestige Estate (24-03-2024)
National Real estate Player
Sanghvi Movers (24-03-2024)
Anyone have Q3 2024 Concall transcript?
H.G. Infra Engineering Ltd : Paving the Path to Success (24-03-2024)
Tried digging up the details of the JV but to no avail. Two things, a) the Solar order value I believe is inclusive of GST, so net of GST the actual order value would be close to 1320 Cr; b) The share of HG Infra is unknown meaning the order value on their books will be significantly lesser than 1320, am I right?
I’ve been tracking this company for a while now but the market seems to be favoring ITD Cementation among the infra pack 
Digikore Studios Ltd – a micro cap VFX play with good growth potential (24-03-2024)
In this Nov 2023 con-call transcript, the CEO mentions that the value per order is bigger in the US than in Hollywood, the pie size is a lot small in India.
Mangalam Organics Ltd. – A promising Pine chemistry story (24-03-2024)
Updated data of Camphor WPI. WPI having bottomed out at 114 Dec 23 have started to move up. However hard to say if the upmove is transient or sustained