anyone tracking this company closely? Are there any latest updates from concall?
Posts in category Value Pickr
Rural Elect Corp (13-01-2024)
One of the advantage with IREDA was financing small (rooftop) solar installations. With REC leading National Rooftop rural scheme, REC would be in much better position as compared IREDA as REC will be financing all types of Big & Small Renewable & non Renewable projects + Infra projects too.
This will open a very big market for REC and have the opportunity to grow many folds over next 5 years. I hope this help REC with PE expansion and 2-3x profit growth over next 5-7 years.
I am very hopeful of REC touching 1800-2000 over next 5 – 7 years.
Disclaimer – Invested in REC from double digit levels.
Usha Martin- Coming out of Chaos (13-01-2024)
anyone closely tracking this company? Is it overvalued?
Hero Motor – Leader in two wheeler (13-01-2024)
Any idea why TVS is valued at a very high PE of 68x despite a debt-to-equity ratio above 2.0 whereas Hero Motocorp is valued at a low PE of 26x with almost no debt? ROCE is also higher for Hero. OPM is similar for both.
CMS Info Systems Ltd (13-01-2024)
I see as an opportunity. Other players with poor financials will choke and CMS might be able to grab that opportunity and increase market share.
Let’s wait and watch.
Also CMS is moving towards digital solutions.
INOX Wind (13-01-2024)
New here.
Inox Stock fell very quickly(around 16%), cant able to figure out any reasons. Its part of a small case I got. Any leads or reasons?
Investment journey of a late starter (13-01-2024)
Hi Ghonarbochon…wish you a very happy new year…can you please share names of your newly added stocks with some thesis if possible…
Permanent Magnets – Business under transformation? (13-01-2024)
Guys – I really love this forum. Such valuable insights into the company, the opportunity, the potential risks. I’ve learnt a lot reading the VP Forum and I’ve tried to take inspiration from some of the insights mentioned above to write this article – Permanent Magnets – by Siddharth Bothra – Sid’s Blog
At a market capitalization of around 1,200 crore – if it can further capture the automotive opportunity + Neodymium opportunity, there should be more room for growth.
Disclosure: I’ve invested a small quantity in this stock to track it more closely
My portfolio updates and investment journey (13-01-2024)
Jaiprakash ji, your views are full of wisdom and your clear thinking regarding your picks is quite a learning.
Wanted to know, after exiting any stock do you ever think to buy it again…like Danlaw Technologies is doing good, will you buy it again.
Avenue Supermart: a compounding machine? (13-01-2024)
Q3 FY2023-24 update.