Is there any platform specifically designed for management’s analysis explaining details of the promoters, their merits and alliances with political leaders, litigations against them ?
Posts in category Value Pickr
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (08-03-2024)
Please go through the report before you take a call on GEL
13032023075844_Gensol_Engineering_Limited (1).pdf (156.5 KB)
Buy Unlisted Shares (08-03-2024)
Good luck. Demand/Supply mismatch ruling the price points, not sure if its sustainable in the short term. Good scrip, would be interesting to see the case clearance, 12 months financial data prior to IPO and then markets giving 30PE? may be and we have the IPO price band.
ASM Technologies – Engineering innovation (08-03-2024)
Asm tech EGM updates.
-
We are planning an acquisition in design led manufacturing – semiconductor space. This will be an extension of what we already doing in semiconductor. This will be done at JV level and we will be disclosing more details very soon about this.
-
Client consolidation affected the growth in EnggRnd service space this year. One large client planning to give more orders which was delayed, some of the low value added works have been stopped by them.
-
Forms and Gears turnaround performance can expect from next year, lot of qualifications and certifications done this year, most of these new product developments are happened in a sunrise sector – electronics mobile phone manufacturing.
-
We are verifying various optionalities in PLI and state level incentives etc.
Recent credit rating report gives some idea about the revenue de growth in the current FY.
Omkar’s Portfolio Analysis and Discussion (08-03-2024)
Why has suprajit Operating margin reduced from 16-17% to 10-12 % ?
Tata Chemicals Ltd (08-03-2024)
Yes. Onlyreason it went up was because of the IPO news.
So deep negative territory for next few days. Same for Tata Power, Investment and others.
Tata Chemicals Ltd (08-03-2024)
As far as I understood, there are/were fireworks due to IPO buzz. Now TATA sons like to avoid the ipo for now. Does this mean lower ckt on Monday?
Narayana Hrudayalaya Ltd (08-03-2024)
i said valuation and not value. anyways .was just suggesting what would be ‘very attractive valuation’
MPS Ltd (08-03-2024)
Question regarding the latest acquisition of AJE:.
Does AJE have any debt that MPS is going to takeover?
I did not see any info on the debt on the books of AJE.