Stock is under stress today because of Polycab saga. Any views?
Posts in category Value Pickr
Manappuram Finance (11-01-2024)
I couldn’t find it on SEBI website
But almost all news Channel has the same news so must be correct
Any how it’s just a delay /hold which is not unusual with IPO
Manappuram was due for rapid correction given one way upside move
Need a break before next move
Yasho Industries (11-01-2024)
Continuing on this post- my estimates say they reach about 900 crs in FY25 and 1200 odd crs in FY26. Question only remains can they find optimal capacity utilization becasue the costs of capitalisation are going to skyrocket starting FY25.
Additionally, I would really appreciate if someone shared the macro outlook on rubber and lubricant chemicals if they have access or sector knowledge. Macro info is a little hard to track
Investing Basics – Feel free to ask the most basic questions (11-01-2024)
Take total of last 10 years reported profit and total of last 10 years cash flow feom operations and check if majority of profit is converted into cash or not?
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
Findings of Income Tax Department if proved correct could be a dampener for this compounding business. This stock could be an ideal long term candidate provided such things are found incorrect or stopped by the Management.
Sometimes, I feel that, it is good to observe newly listed business for at least 5 years before investing. I have not invested in this stock in 2020 due to its very limited history on exchanges. I was not able to decide the P/E range for this stock at that time.
In past few years, lot of new companies have been listed on exchanges. Low corporate governance by such newly listed companies will dent the confidence of investors.
Though it is early to conclude the wrong doing by the management in this case, but certainly does not look good for such a large business.
MapMyIndia – The Map Company (11-01-2024)
Rakesh Verma Sir is very positive on Q3 results (ultimately on H2 results also)
We Have ₹450-500 Cr Cash On Book As Of Today: MapMyIndia | CNBC TV18
Battery Chemicals Domain Consultant (11-01-2024)
(post deleted by author)
Antony Waste – Long Term (11-01-2024)
Stocks had a breakout (Yesterday) from the above high of 532 made on 13 Nov 2023, Not let’s see if stock sustain above its support level of 473
Ksolves – a newage software development firm (11-01-2024)
” Future 100 baggers ” whatsapp group says Ksolves will be further 100 baggers.
Battery Chemicals Domain Consultant (11-01-2024)
After reading the book – the rare earth metals war , I am rethinking how much green is actually green or is it black.