Are the wagon manufacturers still a good buy, or have the become too expensive?
https://www.screener.in/company/compare/?codes=3435,689,3402
Disclaimer: I have off-loaded Titagarh and Texmaco recently.
Posts in category Value Pickr
Titagarh Rail Systems – Is this train finally moving? (19-02-2024)
Titagarh Rail Systems – Is this train finally moving? (19-02-2024)
Are the wagon manufacturers still a good buy, or have the become too expensive?
https://www.screener.in/company/compare/?codes=3435,689,3402
Disclaimer: I have off-loaded Titagarh and Texmaco recently.
Companies with 20%+ growth guidance for next few years (19-02-2024)
Hey Apurva, where did you read about 25-30% growth for 3B Blackbio? They don’t do concalls so wondering about the source.
Companies with 20%+ growth guidance for next few years (19-02-2024)
Hey Apurva, where did you read about 25-30% growth for 3B Blackbio? They don’t do concalls so wondering about the source.
Eicher Motors (19-02-2024)
@laxman_sreekumar these numbers will vary month to month. I think RE intentionally keeps shifting between motorcycles and between export and domestic. For each motorcycle, they figure out what the ideal waiting period is. They don’t want to make it too long that customers lose patience nor do they want to make it too short to maintain the perception of demand supply gap. We should look at quarters or yearly numbers only.
Pyramid Technoplast – Transforming Company (19-02-2024)
Detailed risk analysis is missing.
Sandeep Kamath Portfolio | Momentum Investing (19-02-2024)
What is the reason for MRPL entry?
HDFC Asset Management Company (19-02-2024)
To add:
Hdfc Amc also declares most of it’s profits as dividends which is a good thing. MF industry has a long way to go and probably why many new companies are entering. So, the question really is why should Hdfc Amc deserve a premium / high valuation. They already lost market share. Moved to 3rd position from being no. 1 till early 2020 in total AUM and I don’t see them catch up with SBI anytime soon in terms of AUM, however lesser profitable ETF AUM is for SBI
Tips Industries Limited – Ready to RACE ahead! (19-02-2024)
Did a quick survey of TIPS’ numbers and valuation w.r.t. global/domestic peers
While I have not done an in-depth study of its global peers, I am keen to do it now considering its growth has been feverish thus far and at the same time valuation has been stretching beyond its 3/5y median PE.
However, looking at the global/domestic peer set, valuation vis-a-vis growth over time is the best in class.
@ankush12495 Sorry to bother and I don’t know if you still hold but would love to hear your thoughts on the same. thanks in advance.
Disc: Invested from 2021 levels (position size here). No transactions in the last 30 days.
Senco Gold: Upcoming gold story! (19-02-2024)
Thank you so much, Sir, best of sharing your knowledge.