When I see a car zigzagging at 100 Km per hour, I make a prayer for the driver, his family and the passengers.
I would rather drive safe.
Posts in category Value Pickr
Exide Industries (16-03-2024)
Excerpt from ICICI Direct Research Report
…we expect margins to inch up to 12.5% mark by FY26E
Report Link: https://www.dsij.in/productattachment/BrokerRecommendation/Exide%20Industries.pdf
Report Date: 30 Jan 2024
Disclaimer: Invested. Not a buy/sell recommendation
Investing Basics – Feel free to ask the most basic questions (16-03-2024)
@Worldlywiseinvestors Sir I saw company in which PE was very high i.e 120 but after earning came PE decreased to 30-40.
So my point is that how to evaluate such a company whose PE is so high?
Note: Company made almost 4x return from 120 PE and It was hospital industry.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (16-03-2024)
42.78% of company shares are pledged.
Hitesh portfolio (16-03-2024)
@hitesh2710 Sir I saw company in which PE was very high i.e 120 but after earning came PE decreased to 30-40.
So my point is that how to evaluate such a company whose PE is so high?
Note: Company made almost 4x return from 120 PE and It was hospital industry.
Shiva Cement Ltd – Expanding It’s Capacity (16-03-2024)
Important to see price of Right issue!!! Market is sluggish and good time to invest through Right issue route!!!
Dhruv’s Portfolio: Comments Appriciated (16-03-2024)
IMO, it would be difficult for the old paint entrants to enjoy the same premium that they used to command. Paint industry is getting hugely crowded and with new players entering the market such as Grasim, Astral, Pidilite, and JK Cement, old entrant’s volume, pricing power, margins would be under pressure and so is their stock price. Just imagine, Grasim eyeing 10,000 crores in next 3 years which is 28% revenues of Asian paints. I would avoid buying these names due to these headwinds. Take informed decisions !!
VP Bhubaneswar/Odisha Meetups (16-03-2024)
I can’t meet just myself in a meetup 
at least 4-5 ppl needed to call it meet plus I have to travel from a diff city (Puri) to BBSR to attend it. We can try a long notice meet date (since some ppl don’t check the forum regularly).
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (16-03-2024)
Hi Hemant,
Could you please help me the red flag in Gensol’s financial? I actually invested but not found any red flag except the valuation.
