AVANTEL received an order from LARSEN & TOUBRO worth 7.2 crores
Posts in category Value Pickr
ValuePickr Ahmedabad (02-03-2024)
For those not part of the Valuepickr Ahmedabad Whatsapp group, The next meetup is tomorrow (10:30 AM) at Topspin, Devarc mall, Iscon cross road.
Date: 3rd, March 2024
ValuePickr Jaipur (02-03-2024)
YES, I am also interested in monthly meetings on the fundamental study of companies for long-term benefits
Pune investors group (02-03-2024)
Add me as well 9175645702
Sejal Glass – Turnaround (02-03-2024)
I don’t think that much value is left in the script even if we see with forward earning. At last its a commodity glass business and re rating is not possible. Margin improvement will also be limited being commodity
Avanti Feeds (02-03-2024)
I think rather than taking management comments at absolute face value (promoters are very conservative), one must try to understand what is happening in the industry. Look at nos of Avanti vs its peers and there is a contrasting difference in the performance over the last 3 years. Most of the players despite being small have not grown and are working on wafer-thin margins or making losses. It’s rare to see a market leader having 45-50% market share continuing to maintain/grow its sales when the industry is in bad shape and other players are bleeding.
Interestingly after a gap of almost a year, Avanti recent commentary seems a bit positive.
Disc: Invested in family and client acs
Godawari Power – Any Trackers? (02-03-2024)
higher Fe content + lower royalty paid, since they didn’t need to participate in the recent auctions.
SmallCap Hunter : Trying to find the dark horses with triggers (02-03-2024)
@tanmay007
Micron is one of top client of Rox Hi-tech.
Action construction equipment ltd (02-03-2024)
Earnings will at least grow by 70-80% (YoY) from here so do the math…how did I arrive at 70-80% earnings growth? you can look at the past few quarters and see if the factors that contributed to the past growth continue to exist, will they grow stronger, or will they fade away.
Kovai Medical Center and Hospital – Health and Wealth (02-03-2024)
I don’t see this as a risk, but rather a short term pain which most hospitals can adopt around (Especially Tier II / III city multi speciality hospitals who offer relatively cheaper services). That is, if it comes to pass at all.
Regulation is good. But regulation alone is not good enough. If GOI chooses to pass this rule, then it should also ensure that the entire Healthcare Delivery System is fine tuned to make healthcare more accessible. The easiest way I can think of and something which Dr. Nalla Palaniswamy has already spoken about, is building a strong network of cheap Medical Insurance. Of course, other infrastructure developments related to physically accessing hospitals is also equally important.
In my opinion, this is something KMCH can easily adopt around. If there’s any level of steep correction in the stock owing only to this “news”, I will be happy to add more at much lower levels.