technically, it could be in a sweet spot
approval of Partha Sengupta as the new Managing Director
Posts in category Value Pickr
Bandhan Bank – in a sweet spot? (21-10-2024)
Vertoz Advertising Ltd – Digital Advertising Play (21-10-2024)
anyone tracking this? Business sector has huge potential but promtoter quality seems to be a question mark. Looking for helpful insights, if any
Indiamart Intermesh – Indian Alibaba? (21-10-2024)
Stock down 18% after results
Brokerage firm Jefferies has downgraded the stock to “underperform” from its earlier rating of “buy” and also cut its price target to ₹2,540 from ₹3,890 earlier.
GFL Limited & Inox Fluorochemcicals Limited (21-10-2024)
Holding companies auction on 28 th October- Book value stands at 240
GFL Limited & Inox Fluorochemcicals Limited (21-10-2024)
Is there any news that I missed that caused the stock to be up 20% today, hitting the upper circuit?
Infollion Research Services Ltd – Moated Microcap with Differentiated business? (21-10-2024)
Personal opinion:
The management seems to be humble,honest and focused. The way Gaurav munjal answers most of the questions shows that his main motive is not to increase the valuation or share price of the company but focus on the company’s sustainable financial growth. In this bull market many companies management are giving astronomical growth guidance of 100% growth in 1 year 10x growth in 3years etc. Considering infollion’s phenomenal historical growth performance a highly optimistic guidance could have been given by the management in order to increase share prices and get a higher valuation from the market.
Disclosure : invested from lower levels
Mahanagar Gas Ltd – a natural monopoly (21-10-2024)
There are might be few private companies which might benefit by this cut in domestic CNG distribution by the PSU companies like GAIL.
Investors should probably look for those companies which might be importing CNG and Selling in India at higher cost / spot prices than GAIL. Those companies might benefit by this policy change.
If some one can research on this area further, we might able to find some winners outside Mahanagar Gas and other CGD companies.
This is just a thought. I am not sure about this.
No Investment in MGL as of now.
Neuland Laboratories Limited – Transformation towards niche APIs? (21-10-2024)
Semaglutide & Liraglutide are GLP drugs that now form the first line of treatment for diabetes and weight loss. Semaglutide alone did sales in excess of $14B, and thanks to its meteoric rise, Novo Nordisk’s market cap crossed Denmark’s GDP (not comparable, I know, but you get the point). If you happen to know a diabetologist or an endocrinologist, talk to them; they’ll tell you about the revolution. Once they hit the generics market (semaglutide will be out of patent in 2026), manufacturers and branded comps will have a feast. Neuland is one of the initial manufacturers making progress in this space. So yes, Neuland is more special than people realise.
Monte Carlo Fashions-Branded Apparel Stock at Good Valuation (21-10-2024)
Q2 numbers will be very critical… as per my estimates the numbers will not be very good… buy stock price has run up… will correct sharply if Q2 numbers are not good.
Kwality Pharmaceuticals – Extremely cheap pharma stock (P/E less than 3x) (21-10-2024)
Wait for Q2 results… expected to be very good… if it is not so good then price will correct and it will be good buying opportunity…