Crown lifters has recently done QIP in which Niveshaay has also participated, thanks to your research was able to build some position in it.
Posts in category Value Pickr
Beta Drugs Limited (19-02-2024)
Hi Utkarsh,
Thanks for the report and it is very helpful.
Curious to know if you are anyways related to Promotors of the company. Asking this because your surname is same as the Promotors and most of the info is from Annual reports published by the company.
Thanks,
Suresh
CMS Info Systems Ltd (19-02-2024)
(post deleted by author)
BFBV course presentation (Sanjay Bakshi) (19-02-2024)
Visit new website: BFBV V14
Tips Industries Limited – Ready to RACE ahead! (19-02-2024)
Globally I think the markets are realizing the longevity of growth & terminal value that exists in these business on the back of their IP.
Monetization of music IP will only expand over the years, short format monetization has just started in the global markets and changes within streaming players wherein only streams over a certain count will be counted for monetization are some of the recent steps that further improves the monetization for these players.
In India music labels are even better placed as they have both master recording & publishing rights, plus some players like Tips have entire IP with no royalty and thus margins are higher. The growth is obviously top notch for Tips as it has gone from inefficient player to a decent player.
(Disclosure: SEBI Registered RA. Invested and Active recommendation in Research Service)
Companies with 20%+ growth guidance for next few years (19-02-2024)
Hey Nitesh, they said that in the last AGM:
I couldn’t attend the AGM but @nirvana_laha captured the same in his notes:
Also, I stand corrected that they didn’t say “next couple of years” explicitly – it was FY24 outlook.
Campus Activewear – betting on the India Consumption Theme (19-02-2024)
Further to your observations Mathew10, Asian is advertising on TV at a very high decibel clearly demonstrating the increasing competitive intensity in the industry. The loss of B2B (Udaan and Ajio) has cost Campus dearly. Maybe it stopped focusing on the offline distribution network after tasting success on the ECom platforms.
As a brand / product, Campus has a distinct hold in the marketplace.
The promoter has skin in the game (significant shareholding) and they lead from the front.
Promoter has created 2 hugely successful brands in the industry “Action” and then “Campus” demonstrating their ability.
Everyone jacks up the numbers for IPO… we all have seen it time and again… they also seem to have done the same…
As the industry turns and its stock price falls (200 odd levels may happen) the investment case for Campus should again become strong
invested…
Pondy Oxide & Chemicals (19-02-2024)
I am worried because exceptional eps of 35.6 in last Q4. Otherwise quarterly eps was around 4. Quarterly eps was POCLQtrEps23Q3…/8.71 /4.89 /3.53 /35.64 / 9.31 /10.12 /9.975 /9.055 / 12.15 /12.925/7.375 /3.845 /2.735 /0.925… 20Q2 POCL and hence I worried after result of 23 q4 if normal , ttm will drop down to 24 level from present 52 level .
Does anybody knows the reason of sudden jump in eps of 22q4?
Disc. I have exited from the stock after holding from 2016. I may be wrong.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (19-02-2024)
Sorry. I have no idea about the said target company and purported hostile Takeover bid.