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Posts in category Value Pickr
Zomato – Should you order? (05-03-2024)
In their recent presentation they mentioned adding pre cut / pre prepped semi finished products in their hyperpure business. Given their strong brand, they could easily sell these to end consumers as well I think.
52 week highs and all time highs strategy (05-03-2024)
Hello Hitesh Sir,
Thank you for the detailed explanation on Delhivery chart. I had a small doubt on the same chart structure which is regarding the volumes for the red candles. As can be seen in the chart below (indicated by the arrows), big red volumes are observed during the formation of cup bottom and also during the handle formation. Do you think this is a weakness signal for the stock or can we interpret this in some other way. I am asking the doubt as per my understanding of the textbooks on technical analysis.
Thank you in advance.
EMS LIMITED, growth stock at attractive valuations (05-03-2024)
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Thread initiators are usually alerted to edit their post, and make necessary changes before thread is opened up again. So you/others interested can look to edit the post in order to meet prescribed guidelines. We have the responsibility – especially the thread initiator (assumption is he/she is a savvy investor) – to cater to bringing everyone on same page – quickly – if you know what we mean.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (05-03-2024)
People who invested in the BUISNESS remain convinced about the buisness…
It is only the people who enter a buisness due to rising stock price that get panicked due to such news.
All stocks come with a risk and this is one of them !
Zenith holds 1.6% of company and no decision making power. Thats just about 30-40cr worth of stocks as per current mcap
On high multiples –
Is gensol the only one to have a high p/e in this sector and in this bullish market ?
The entire market is on a high-tide
Sirca Paints India Limited (05-03-2024)
All traders and gamblers maybe out of Sirca paints
But no need to worry for fundamentals
Once can look below chart which was shared previously in this post
Fundamental investor can average or can do their own study because good opportunity is there in Sirca paints
One should do their own research about macro factors in paint industry
If one looks Sirca patterns
These has been repeating
At start when I was analysing and older investors might also have experienced
Sirca used to 650 to 800 and again comeback to around 600 levels
This is also kind of positive sign , just traders and gamblers moving stock up and down
Discl : invested for long term
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (05-03-2024)
Sir, i don’t think they have a moat, being a solar EPC player. Anyone with the prescribed credentials can participate in the tender.
Time technoplast (05-03-2024)
Please correct me if i am wrong @aashu4uiit
-
FY 24 Total Revenue can be 5000 Cr
FY 24 Middle East can be -350 Cr
FY 24 Revenue excluding Middle East can be=
5000-350= 4650 Cr
FY 25 Revenue excluding Middle East can be= 4650*1.15= 5347 Cr -
The company aims to achieve 15% growth
-
Maintanence capex has been already reduced from 200 Cr to 60-70
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (05-03-2024)
Yes, that’s correct. BTW, I have no idea why my comment was flagged and removed from here
Anyways, I have full faith in @Worldlywiseinvestors and I am in awe of his curiosity and his willingness to teach.