Do you see not relying on star teachers as a moat? I feel this can be a risk… Star teachers are one of the key factors when it comes to a student selecting any institution.
What are the views here?
Posts in category Value Pickr
CL EDUCATE – Less Down side and unlimited upside (02-03-2024)
City Union Bank (CUB) ~ Conservative Lending Franchise (02-03-2024)
Is it a good bet to place on CUB now as they are continuously improving their NPA and their NIM is also getting somewhat better and it is undervalued compared to its peers. Their future plan is also good .
City Union Bank (CUB) ~ Conservative Lending Franchise (02-03-2024)
Is it a good bet to place on CUB now as they are continuously improving their NPA and their NIM is also getting somewhat better and it is undervalued compared to its peers. Their future plan is also good .
Sona Comstar BLW – Direct EV Play (02-03-2024)
PLI application for 1 product is approved, as per management all EV related products they are making are eligible for PLI.
19000 Cr of EV order book is there, imagine the amount of PLI benifits they would receive. This being factored now.
We can have some insights of these PLI benefits exact calculations in the concall
Sona Comstar BLW – Direct EV Play (02-03-2024)
PLI application for 1 product is approved, as per management all EV related products they are making are eligible for PLI.
19000 Cr of EV order book is there, imagine the amount of PLI benifits they would receive. This being factored now.
We can have some insights of these PLI benefits exact calculations in the concall
Marico Limited (NSE: MARICO) (02-03-2024)
I think now is time to relook Marico and Dabur for investment. Recent low growth due to rural consumption pain, these companies are correcting to reasonable valuation for investment.
These companies have both growth engines – mass consumption products (volume growth) and premiumization products (value growth) . Currently, consumption sector is out of favor and PE is gettering de-rated. However, companies’ management is focused on growth and cost optimization-which could be factors for reasonable return in near future (2-3 years) –
These companies really knows Indian consumers’ need and focused on it…including middle east and African countries…I think now its time to do SIP buying!
Disc – started buying on every correction!
Godawari Power – Any Trackers? (02-03-2024)
Operating Margin : 16-20% (even in down cycles in iron ore)
Unique asset ie Mine (higher Fe content)
ValuePickr Chandigarh Chapter (02-03-2024)
Would love to be part of a meet-up.
PG Electroplast – Potential for cooler returns? (02-03-2024)
What is factoring in PGEL currently?
- Management informed about short-term risks on some outsourcing capacity going to be inhouse (brands setting up capacities) and capacity additions from competitors as well. This could be the reason for not finalizing the guidance as well (conservative)
- TV business is going to dilute the existing margins slightly few bps.
- Price drop in products by 10-12% to be factored in the top line numbers.
Near term Opputunities:
- Hardware PLI application is in progress, once its approved they will add capacities to manufacture laptops, servers, desktops etc. These new products will boost numbers going forward.
- Incremental business from RAC business
- Window AC plant commissioning in this quarter.
TAAL Enterprise – cheap valueations (02-03-2024)
Any idea why the promoter – Alka Mehta has sold shares in Dec23 quarter ?
