Q3FY24 Results are out
Net profit and EPS doubled QoQ and YoY
Posts in category Value Pickr
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (08-02-2024)
HDFC Bank- we understand your world (08-02-2024)
Chasing market euphoria never helps to make money unless you have skill to exit at the peak (before music stops!). Presently, so much negativity around HDFC bank & Kotak bank and so much positivity on PSU!!
However, for me this is the right time to leave the crowd and work alone and buying HDFC / Kotak bank on every correction. Look at the franchisees/subsidiaries of HDFC & Kotak bank – all are cherry on the cake !. Believe me same crowd, one day chase HDFC / Kotak Bank, giving so many reasons to buy it when tide turn!.
If you are believing – India going to be the third largest economy, it will be gross mistake to believe that HDFC/Kotak Bank will not give an excellent return ahead !
Disc – invested in HDFC Bank and Kotak Bank at lower level
A fun read on the recent pump-and-dumps that SEBI caught (the one involving Arshad Warsi) (08-02-2024)
Yes, I’d love to go through the order of this one, hehe.
Piccadily Agro Industries Ltd (08-02-2024)
From Businesswire:
Speaking on the milestone achievement, Siddhartha Sharma, Founder, Piccadily Agro Industries Limited , said, “We are extremely pleased with the exceptional growth achieved during the third quarter. This achievement is a testament to the dedication and hard work of our team, as well as our commitment to operational excellence and innovation. Looking ahead, we are confident in the division’s ability to maintain this momentum and drive continued success for the company.”
A fun read on the recent pump-and-dumps that SEBI caught (the one involving Arshad Warsi) (08-02-2024)
Another action by SEBI
Walchandnagar Industries | Return of a Golden Era (08-02-2024)
that line is mentioned for the EPC part of the biz
you need to study WIL to understand it better and create your own conviction (if any).
maybe if i have misinterpreted what you are saying, just msg me personally
thanks
Infollion Research Services Ltd (08-02-2024)
Some recent developments…
9 monthly biz update INFOLLION_16012024132317_IntimationofbusinessupdatetillDEc2023.pdf (nseindia.com)
Incorporation of subsidiary INFOLLION_08022024114545_Outcomeofthemeeting08022024.pdf (nseindia.com)
- The proposal of incorporation of a Wholly Owned Foreign Subsidiary:
The Board has considered and approved to incorporate/set up a Foreign Subsidiary, and to invest and
hold 100% shares in the proposed subsidiary in the State of Delaware, United States (“Local Authority”)
with a name and title as approved by the Local Authority
Working on work flow/processes
The Company intends and desires to avail technical services for technology advancement in the business operations of the Company from Simplifii labs Private Limited, an IT Service Company specialises in workflow automation, Low Code Platform, Business Applications, Data Driven Applications, etc.
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (08-02-2024)
Could this mean that ITC will eventually separate FMCG and Hotel business?
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (08-02-2024)
Thanks Hitesh bhai for the succinct summary of the results.
Another important thing to note from the investor presentation uploaded here is the following slide:
It appears that the timeline for CEV V has been moved forward by 9 months and more importantly, the timeline for TREM V has been moved forward by 2 years ! TREM V was a major growth trigger for the company and has now been kicked down the road by 2 years. Will need to question the management on where the next immediate growth levers are.