I am inclined to buy at CMP
Its a personal view, not a recommendation
Posts in category Value Pickr
Sona Comstar BLW – Direct EV Play (05-02-2024)
This stock is a really expensive at current valuation 
Anyone looked at Somany Ceramics (05-02-2024)
Hi,
What do you think about the current valuation of this company?
At this CMP is it a value buy?
Ev/EBITDA greater than historical median
PE is also greater than historical median
However compared to peer it looks value
Thanks
Triveni Turbines Ltd – High Quality Engineering Play? (05-02-2024)
Results as below, consistent growth in Revenue, EBIDTA and PAT.
After market sales now contributes, 33%.
New subsidiary formed for North American market.
Presentation: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.bseindia.com/xml-data/corpfiling/AttachLive/1edf1de1-058b-4c7b-9481-030ea8def7e2.pdf\
Disclosure: Holding
Shiva Cement Ltd – Expanding It’s Capacity (05-02-2024)
SEBI | Processing Status : Issues
Draft Offer Document in relation to which Observations issued during the week : Observation issued on February 2,2024!!!
Anyone looked at Somany Ceramics (05-02-2024)
Kajaria makes higher gross margins which should mean they would be selling at a price premium to Somany. That premium may not go away in a hurry
Wrt Gas prices – I don’t think anyone can predict anything beyond a point when it comes to commodities. However, a slowing Chinese economy gives me reasonable confidence that commodity prices should be well behaved for some time to come unless there r big supply shocks
On Morbi players – Their dumping in the local mkt does have an impact but not a huge one as they lack distribution strength in the Domestic Mkts. Beyond a point, the effect fizzles out – generally
Disc: biased, holding
Sona Comstar BLW – Direct EV Play (05-02-2024)
I hope this will help, Numerical number beside Quarter show that start of serial production. it will take few months to ramp up the production of particular product but i am not sure about the duration of the cycle
Commodity and Cyclical Plays (05-02-2024)
New episode…equally insightful.
Metals & Commodities ft. Rakesh Arora, Founder GoIndiaStocks | Steel | Cement | Non-ferrous
Can someone review my portfolio? (05-02-2024)
Could you please review my portfolio as well? I am a newcomer to investing and have recently started building my portfolio. By the end of this year I plan to add 6-7 stocks.
Can someone review my portfolio? (05-02-2024)
Hello everyone,
I’m Sibi and I have been investing over the since 2018 onwards. I’m working in the Consulting domain.
I’m trying to learn the art of investing through his platform and I have been reading on investing through various sources ranging from Value Research, SOIC, Shankar Nath, Twitteratis like Gurjot Ahluwalia, Shekhar (Rising Eleven).
I would like to know your review on my portfolio. I don’t whether is over-diversified as I have about 25-26 stocks an average. Would like to know your inputs.
