How does one buy these bonds?
Posts in category Value Pickr
AVG logistics stock (08-06-2024)
Having a good knowledge of Ind As 109,
And Ind As 101
Will fix your questions.
Amara Raja Energy & Mobility Limited: Powering Ahead (08-06-2024)
My friend, you said the rally in Heritage foods is clearly driven by the political association. Why make blanket statements like that unless you have analyzed Heritage foods and feel it is extremely overvalued based on it’s fundamentals?
Anyways I leave it at that
Smallcap momentum portfolio (08-06-2024)
my dates are the same
Ratnaveer precision a newly headed steel company (08-06-2024)
current results were bad. any idea on the company?
Smallcap momentum portfolio (08-06-2024)
my dates are
12 months:09/06/2023
6 months:- 08/12/2023
AVG logistics stock (08-06-2024)
In my opinion, this is an unduly glorified press release. One should carefully read the published financial statements along with note 6 and note 9.
There are some contentious points -
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In point 9 they have mentioned about “a fair value gain of Rs. 702.65 lakhs” against the allotted Invits which is being reflected in the P/L but I think that is more of an asset till not sold/encashed.
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The rectification details mentioned in note 6 are resulting in a more glorified QoQ result. Just a point that one should be aware of.
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The other income of 1015.77 lakhs, which includes ”the fair value gain of 702.65 lakhs" as per the press release, but yet the difference of 312.35 lakhs remains unexplained.
I am not an accounting expert but point 1 and 3 above may need further explanation.
I have not yet heard the earnings conference call, the recording and transcript of which have been published. I had infact even missed its schedule announcement. Rather when was it announced?
I hope to review that soon and find answers to my outstanding questions therein. Would appreciate if anyone knowledgeable can throw some light on these points.
Disclosure: Am invested.
Kalyani Steel – Steel Sector (08-06-2024)
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Will need to add rolling equipment. To produce 3.5 Lakh Tonnes of green steel. Will be investing 5000-6000 crores.
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Will be 1 million tons overall capacity of steel by FY27.
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50% of capacity supplied to bharat forge which is looking to expand revenues.
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Note: Company converts steel to semi-finished and finished forging and machining components used in Auto comp, oil and Gas and Industrial manufacturing.
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So this will be backward integration for them.
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EC will take one year. Funding plans EC is received.
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But the important factor is setting up of Titanium metal plant in Odisha for defence and aerospace industries.
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Total Revenue to be approx 7500 crores on incremental capex of 11750 crores with 20% editda margins by FY28.
Disc: -1% of PF. Looking to add if CMP drops below 700.
Microcap momentum portfolio (08-06-2024)
10/06/2024
RANKING ORDER->
HERITGFOOD
KPIGREEN
KIRLOSENG
RTNPOWER
PURVA
IFCI
NETWEB
CHOICEIN
GANESHHOUC
TVSHLTD
ARVIND
TECHNOE
WOCKPHARMA
KESORAMIND
AZAD
STAR
JYOTICNC
VOLTAMP
JKIL
KIRLOSBROS
IIFLSEC
ITDCEM
THOMASCOOK
MOIL
ELECTCAST
A-Z ORDER->
ARVIND
AZAD
CHOICEIN
ELECTCAST
GANESHHOUC
HERITGFOOD
IFCI
IIFLSEC
ITDCEM
JKIL
JYOTICNC
KESORAMIND
KIRLOSBROS
KIRLOSENG
KPIGREEN
MOIL
NETWEB
PURVA
RTNPOWER
STAR
TECHNOE
THOMASCOOK
TVSHLTD
VOLTAMP
WOCKPHARMA
According to my list:
ENTERS: HERITGFOOD, GANESHHOUC
EXITS: ANANTRAJ, JPPOWER
STAYS because in top 30: MSTCLTD, TARC
Waiting for your list to see if it matches mine @visuarchie