Posts in category Value Pickr
Greenpanel Industries Ltd. (Demerged Entity of Greenply) (02-02-2024)
I just listened to the Q3 2024 call. Management is strongly expecting that BIS implementation will deter imports atleast in a short term. But then, Capacity seems to be ever increasing which would result in price pressure. Green ply getting into MDF is not good (although it was not discussed).
My original thesis buying this Share was that housing growth will help. Elevated wood prices will help. And I liked the fact that they are very concentrated in MDF and have a Capacity built in for 2-3 years growth. I still believe in this thesis BUT wondering whether they can ever establish a good enough Brand Equity to sustain price and grow above industry average.
Appreciate any thoughts.
Screener.in: The destination for Intelligent Screening & Reporting in India (02-02-2024)
Hi @kowshick_kk
Is it possible to have a personal selection criteria?
There are some stocks which I don’t want to appear in my query result… I don’t want to track those stocks. So iI want that there should be a selection tab from where I can select or deselect a stock to appear in query… please check if it’s possible… It is going to save a lot of time
RPG LIFESCIENCES – Change in Governance and Performance (02-02-2024)
Great set of numbers by RPG.
Hope it helps.
Caplin Point Laboratories (02-02-2024)
Can someone provide product list ? I could not find it on their website.
IRM Energy – A new kid on the (listed CGD) block (02-02-2024)
Any idea what triggered sharp up-move yesterday. Anything specific to do with IRM or general smallcap mania.
Five Star Business Finance – Financing Bharat! (02-02-2024)
Thanks for the update. Will check
Dhinakaran Portfolio (02-02-2024)
No Major changes, Adding to the existing portfolio when ever I get Cash. Pharma is looking for a rebound. May add some Pharma. Here is how the portfolio looks.
| Company | Current Value |
|---|---|
| BAJAJFINSV | 8 |
| TVSMOTOR | 8 |
| HDFCAMC | 6 |
| TCS | 5 |
| TITAN | 4 |
| TATAELXSI | 4 |
| CDSL | 4 |
| DMART | 4 |
| PAKKA | 4 |
| BRITANNIA | 4 |
| CCL | 4 |
| ICICIBANK | 4 |
| RELAXO | 3 |
| PAUSHAKLTD | 3 |
| LAOPALA | 3 |
| ASTRAL | 3 |
| MAYURUNIQ | 3 |
| ASIANPAINT | 3 |
| HATSUN | 2 |
| CHOLAFIN | 2 |
| AJANTPHARM | 2 |
| HDFCBANK | 2 |
| HDFCLIFE | 2 |
| JUBLFOOD | 2 |
| AVANTIFEED | 2 |
Gokaldas exports — cup and handle/rising channel (01-02-2024)
Govt extends RoSCTL for export of aparel/garments and made ups upto March 2026.
PIB2001049.pdf (49.3 KB)