Electrolyte business will definately flourish this year
Fermion COntract also adds up to revenue in Q1 onwards
Posts in category Value Pickr
Ami Organics – Pharma Intermediates & Specialty Chemicals (10-03-2024)
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (10-03-2024)
As per my understanding, you will find many good or bad article and post on any company.
I dont think this is very serious and even blu smart benefit on minority stakeholders cost is also not known and no substantial evident. This will remain challenge in any company where intercompany transaction happen.
Further, the post are 5-10 years old and after that as well share given fantastic return.
The company’s performance specially in EPC business is shown in numbers and new order win.
Other VP members please suggest your views as well.
Disclosure – holding good % of my portfolio.
COSMIC CRF LIMITED – sme (10-03-2024)
Cosmic CRF Limited bags orders worth Rs. 16crore.
Marksans Pharma- Can it be the next Pharma Biggie? (10-03-2024)
Today I got to know Kenneth Andrade holds Marksans in his portfolio , my key concern with Marksans is they are growing solely through volume and their product portfolio is too generic and would be subject to price erosion. Generic medicines which they sell abroad like Ibuprofen, cough and cold , pain management gels – I mean some of these Rajasthan govt gives away for free.
Gulf Oil Lubricants – A low risk way to play the economic cycle? (10-03-2024)
This might be a stupid question but please help me here that when the management says that Tirex would have a 10% share in EV DC chargers market by 2030 which is 100k chargers , average cost of charger being 7lakhs , the math for the revenue comes out to be 7000Cr and considering that as income from associate the company’s share would be 51% of the same , but their guidance is 500Cr . What am I missing ?
Astec Lifesciences (10-03-2024)
Are you considering to add it ? Personally I feel they have got a good management and are focusing more on CDMO business to improve their margins…
Narayana Hrudayalaya Ltd (10-03-2024)
Keeping an eye on situation very closely. I am wondering what will happen after 6 weeks, when supreme court will again asked the government ? Imo there will be negativity till 15 of April. Looking charts I, think it can take support near 1000 or 1050.
Disclaimer: Not holding , just studying will take position if it falls near to 1000.
Great articles to read on the web (10-03-2024)
Below is the report from Blume venture on India’s consumption, GDP, Stock market and everything. Reading such report gives direction where puck is moving.
Report: https://docsend.com/view/zqgfupfzyud499hn
Video: is also available, https://www.youtube.com/watch?v=Lu95u5Wpq2U
Liked hence sharing.
Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys? (10-03-2024)
https://x.com/Dhruv_Rathod_/status/1766423759341408582?s=20
FMCG – Penetration and Organized Market Share
Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys? (10-03-2024)
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