They want to improve the cash flows of corporate clients but what about easemytrip cash flows? FY23 has -ve cash from operations, this kind of initiatives will boost the receivables.
Management moves are seems to be risky
Posts in category Value Pickr
Carysil (earlier Acrysil) – Kitchen sinks (15-03-2024)
Carysil planning to raise funds through QIP//preferential issue
Sanghi Industries – Turning dreams into concrete reality (15-03-2024)
Any view on the company as open offer was at 120 and stock is currently available at sub 90 levels
Paul Merchants deep value (15-03-2024)
paul merchant finance pvt ltd is a subsidiary company of pml ltd paul merchant finance pvt ltd is a gold finance company which is opening 3 new branches every month. very good future expected bu one problem is order of ED https://www.bseindia.com/xml-data/corpfiling/AttachHis/0e906bd3-b0db-47f0-8b6a-e0a80272f9fc.pdf
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (15-03-2024)
I too have been closely following Gmm pfaudler. After years i am seeing this below 30 pe now and my guess is that this is because of pharma downturn, too many ownership transfers. It does feel that there might not be exciting growth for next few quaters but certainly seems like good opportunity to start creating position. Lot of growth triggers are there per my opinion – leadership in glasslined equipment, good growth in the mixing portfolio, higher share coming from services which is high margin and also repeatable/ less cyclical business.
Disc – Biased and tracking closely with minor position
Vineet Jain portfolio (15-03-2024)
Sunteck Realty has been butchered in this small-cap and mid-cap fall. I feel the current price is a reasonable level to enter in. I will wait for their March 2024 quarter results before taking any action. Did you cut your stake in Sunteck Realty?
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (15-03-2024)
Managment is focussed on progressing on allied segments while maintaining dosmetic market share in Glass lined segment. Management being very conservative in the guidance makes me think that it can be well achieved or may be exceed.
Pharma and Chemical cycle looks to be bottomed out too which further can accelerate GMM’s performance.
Though easier said than done but I’m hopeful and bullish on the management.
Disc – Invested
Pune investors group (15-03-2024)
I am also please add me
Great articles to read on the web (15-03-2024)
Vey bad decision . If they are not moving to EV anyway fossil fuel resources are going to last for the next 30 or 40 years. After that what they are going to do