Very good response. Thank you for the clarification.
Posts in category Value Pickr
Piccadily Agro Industries Ltd (07-02-2024)
Not sure what the exceptional items are. Making a wild guess : it’s probably some kind of excise duty refund from export of Indri.
IPO gives listing gains only when its Bull Market (07-02-2024)
Any position in recent listed stock should be made only when stock price is cooled off and euphoria is down and dusted take recent example of TATA TECH listed @ 1314 and price fall in subsequent trades…
HBL POWER SYSTEMS: Booting-up for the Race of the Century (07-02-2024)
Absolutely, learned this the hard way. Bought this stock at 80 and sold it around 400 levels just on the back of TTM valuations which at that juncture looked very high in a already crazy market. I think the biggest lesson is to adjust the P/E with the growth rate for a better picture. PE in isolation can be very deceiving.
From a minority shareholder’s perspective a big negative point when the company is growing at this scale is they should be hosting concalls for the benefit of the minority investors so we can get better insights of the business.
Disc: Not invested but tracking very closely.
Lupin – Is it the time to buy for long term (07-02-2024)
Excellent Q3 results. Crossed Rs.5000 crores in quarterly sales for the first time, and EBITDA margin crossed 20% after a long time. Surprisingly, Europe’s contributed strongly and US only grew marginally (I thought US sales would be better).
With their recent launches and approvals, the company seems set for a few good quarters unless some FDA issue strikes again or some goodwill write-downs are still left (don’t think so, but they did make a few small acquisitions recently).
The stock’s of course already run up a fair bit. Theoretically, seems fairly valued now, but with the growth momentum and improving margins, can go up some more. If one of their recent and upcoming launches translate into higher sales than anticipated, then it can go up substantially too.
RACL Geartech Limited (07-02-2024)
Results are out. Muted one. Top line up 15% and PBT up by 4%. But more interesting parts is in the notes
NSE listing is big news along with next year sales target of 550 Cr
52 week highs and all time highs strategy (07-02-2024)
Time techno cmp 175 has been making a variety of technical patterns without going up meaningfully. 
Keeps giving knowledge on technical analysis without significant returns since past few weeks… 
Sometimes it takes a long time for markets to forgive a company with respect to its past sins.
To add to the list of patterns, a flag like pattern is viaible on GMMA ( guppy multiple moving averages) charts. Attached below. Flag extends from 145 to 185, a distance of 40 rs. Breakout point is at 175. There is compression of long term (blue) and short term (red) moving averages. Successful breakout can provide near term target of 215.
disc: invested.
52 week highs and all time highs strategy (07-02-2024)
Do you guys also discuss reversal trends on this thread?
Any views on this?
IEX
Biocon
52 week highs and all time highs strategy (07-02-2024)
looks decently valued and guide for reasonable growth
platform business which has good margin is growing with 20% +
margin recovery good growth with reasonable valutation
looks expensive but with good order book of about 1400 cr guiding for double their revenue next year and 50% cagr growth from FY26 TO 28.
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