Big News
Posts in category Value Pickr
Steel Strips Wheels Limited – Attractive Valuations (31-01-2024)
KMP selling happening any reason
Ascendant’s Portfolio (31-01-2024)
SOIC have made a video with excel sheet on how to calculate the returns let it be Cagr, irr, Xirr etc.
Difference in XIRR vs IRR vs CAGR? 🎁Free Giveaway Excel Sheet! Best way to Calculate SIP Returns!
Here is the link, might be helpful👍
All the best for your investing journey.
Migrating out of Zerodha (31-01-2024)
I didn’t, but never really cared if it’s NSE or BSE, does it matter?
HDFC Life Insurance Company (31-01-2024)
I can see that, HDFC Life has reported increase in Net Profits during past 12 months as compared to previous year.
Sales have grown at 17% CAGR and Net Profits have grown at only 4% CAGR over past 5 years.
This looks like a compounding business which seems to be growing its Sales and PAT in the past 5+ years.
I am unable to understand the correction which has happened in this stock from time to time. It looks like a secular business with moderate growth but still the stock price does not reflect the same.
What could be the reasons for this stagnant stock price, with negative movements from time to time?
I am unable to fully understand the reason for this.
Disc : Invested from lower levels.
Krishca Ltd : A SME offering steel strapping Solution (31-01-2024)
yes, missed out the headings. I have deleted my earlier post and will delete this too
Bharat Electronics Limited (BEL) – Investment & Warfare (31-01-2024)
I just listened earnings con call … surprised to see interest from all major DII / MF fund managers…lot of them participated 
Management and execution power of PSU now a days are really surprising…it will be gross mistake for not investing by having old days image of PSU.
PSU having excellent assets and talent and now they have progressive and decisive government backup…many already multi baggers
Invested in BEL @ avg buy 41 rupees and BDL @ 350 level
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (31-01-2024)
Uttam Sugar Q3 FY24 Results.
Very good Results due to higher realisation from sugar sales.
Revenue Rs 517 Cr Vs Rs 471 Cr (Y-O-Y), Rs 604 Cr (Q2)
Margin Improvement. (Y-O-Y) despite RM cost increase
EBIDTA margin 14.66% Vs 11.26% (YOY)
PBT 11.27% Vs 7.47%
PAT margin 8.36% Vs 5.5%
Sugar Inventory 11.76 L Qtls valued at Rs 35.2 per KG
PnL Highlights
Results
7aab4bfd-5c54-44e2-afe8-9e749705b4f5.pdf (bseindia.com)
Presentation
82aa2cac-767b-4056-aab7-5d369f0a6401.pdf (bseindia.com)
Discl: Invested from lower levels
Migrating out of Zerodha (31-01-2024)
How do you choose NSE as default in holdings in Zerodha?
Amara Raja Energy & Mobility Limited: Powering Ahead (31-01-2024)
Microsoft Word – Outcome of Board Meeting – January 31. 2024 (bseindia.com)
Result
Microsoft Word – Outcome of Board Meeting – January 31. 2024 (bseindia.com)
Press release.
Concall on 02.02.2024, so get better idea on Mangal Industries Merger and future giga factory.