Posts in category Value Pickr
Srivari Spices and Foods Limited (10-01-2024)
Detailed video on business segments, working capital, future growth from management.https://youtu.be/EM_0CeuHtAE?si=4PpmTFvFBgGgZm3X
Kwality Pharmaceuticals – Extremely cheap pharma stock (P/E less than 3x) (10-01-2024)
this is being planned for next year… as per the investor presentation. i think they will wait for volume increase to countries where they have recently been registered… this itself will be a big boost to the company…
Investing 5 lakhs for best returns and tax saving (10-01-2024)
You can invest through Groww app and most suitable funds to you are Index funds like UTI NIFTY INDEX FUNDS…And you can invest in installments, instead of going one time as market is at all time high.
Tatva Chintan – A catalyst for growth (10-01-2024)
Can’t agree more with @hitesh2710 sir on valuations. No doubt tatva has differentiated products that are not easy to manufacture.I have liked the company because of its technical expertise, technocrat promoters and expanding product portfolio but did not enter due to crazy valuations. Margin erosion led to decline. Main reason for erosion is low demand for SDA’s.Although now demand has stabilised to an extent, but their current SDA’s find use mainly in auto emission control. Auto being highly cyclical, i think such margin erosion can repeat. They are trying to add non auto application but it will have limited scope.
On positive side, if management guidance of 100% revenue growth from next year onwards with stable margin holds true, i feel company should rerate.
Disclaimer: Have a tracking position at 1486.
Anyone looked at Somany Ceramics (10-01-2024)
What’s Buyback acceptance ratio for retail share holder? Anyone tendered in BB? Thanks.
Budget Speculation (10-01-2024)
What sectors and what stocks can grow due to upcoming budget. Speculations and discussions are welcomed
Wonderla Holidays (10-01-2024)
Wonderful, Kindly share the excel sheet also (If you are comfortable)