Hi,
Is anyone still tracking the company?
The results for this quarter have been quite poor, any explanations or reasons for the same?
Posts in category Value Pickr
Premier Explosives (24-01-2024)
Fundamental-technical check! (24-01-2024)
A thread exists for similar concept.
Great articles to read on the web (24-01-2024)
Yeah. This part I also didnot understand. What I interpreted is , may be he is saying banking and credit companies will not prosper and ppl will take less leverage in future . But this is totally against what everybody says. Ppl and most economists say that high credit system is required for an economy to prosper. If some expert people can break this down for us, mortals pls
Red Tape Ltd. – The next fashion giant? (24-01-2024)
redtape q3 results.pdf (3.7 MB)
Q3 Results has shown good improvment Quarter on Quarter
Gravita India success story (24-01-2024)
Thank you for sharing the notes. Did they give any guidance going forward? Market has reacted quite violently to the results.
Metro Brands – marketing footwear (24-01-2024)
Poor sales growth in Q3 FY24, of around 6.7 % given that store count increased 18 % from 672 to 795 at the start of the respective quarters. Management has blamed “covid bump” in the same quarter last year for the poor growth but there was no mention of any such pent up demand or one off benefit in the last year’s concall. Moreover, part of the festival demand last year was in Q2 whereas this year the entire festival demand was in Q3, so results should have been better. Most other consumption companies are yet to declare results, so not sure if this is a macro problem or a company specific one.
In the concall, most focus was on Fila and Footlocker, that’s what institutions are looking at. BIS implementation has been deferred for MSMEs. So, looks like it will apply mainly to imports. This impacts premium end / sports athleisure category where local will have benefit but make no difference in case of ordinary footwear. This again, will be good for Metro.
SmallCap Hunter : Trying to find the dark horses with triggers (24-01-2024)
Anyone tracks Ranjeet Mechatronics? SME company.
Shreeji Translogistics (24-01-2024)
i’ve been observing more buyers through out trading time of market(9.15 to 3.30pm).
While the counter is consistently going down…This pattern remained same, through out the day for over a 2 month now.
This is a spooky pattern to me. I am unable to understand, if someone can throw light on it ?
D- Exited.
My portfolio updates and investment journey (24-01-2024)
I found very nicely written article from Itus capital on topic of concentration – Concentration and Long Term – Shift to the outcome and away from the process – ITUS Capital
Article discusses Warrent Buffet and his outcome of portfolio over the years – concentration.
Tips Industries Limited – Ready to RACE ahead! (24-01-2024)
The promoter mentioned in last con call that they needed money for their film business and hence sold the stake.