Moneycontrol are too late to discover it, it’s trading at high valuations, most of the future gains are already factored in.
Posts in category Value Pickr
HDFC Asset Management Company (09-01-2024)
https://www.valueresearchonline.com/stories/53841/money-magnets-of-2023/
In 2023, HDFC AMC attracted the highest net flows amongst all.
Valuepickr goes Europe (09-01-2024)
We (Ankit and sarvpriya) are based in Netherlands since 2011. Would like to join this group.
We even have a smal group for trading here in NL.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (09-01-2024)
Thank you Ma’am. This is insightful
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (09-01-2024)
200cr to 300cr is small compare to the revenue they been generating but integrity is very much important for fii ,diis or anybody
Five Star Business Finance – Financing Bharat! (09-01-2024)
Five Star Business: Further Sale On The Cards? | Lakshmipathy Deenadayalan Explains | ET Now
its difficult for Retail to absorb 1600 cr worth of selling in one day. Nikunj is asking the promoter about who bought but he doesn’t give a clear answer however earlier he was saying that they have let in a lot of private equity players for growth and they are exiting for their reasons. i was hoping for a 10/15% correction to get in. at 4.50 PB, the growth from here on has to be on point/ as guided or else i belive the stock can continue to go sideways
Five Star Business Finance – Financing Bharat! (09-01-2024)
NSE’s records also do not show any buyers. Does it imply the retail investors absorbed this 10% stake sale or was there no prominent buyer and hence none is reported? Worth waiting to see.
Disclosure: Invested since a month.
Five Star Business Finance – Financing Bharat! (09-01-2024)
approx 1600 crores worth of shares were offloaded in open market, although one article said “10% stake changed hands but i cant see any buyers here”
how would you look at this even?
Akash Portfolio (09-01-2024)
Bajel EPC business is in transmission lines. The closest peers are K E C International Ltd and Kalpataru Projects International Ltd. Voltas EPC deals with mining, water management and treatment, construction equipments and textile industry.
https://www.screener.in/company/compare/00000008/00000102/
These are low margin business with intense competition.
Recent results shows good sales growth, but the company made a loss this quarter.
Looking at today’s result, 200 Cr quarterly sales if extrapolated will give 800 Cr annual sales. So the company appears expensive on price to sales basis. More clear picture will emerge in the next quarter.
This is what I am expecting to happen. Recent push by government to power sector should increase business of allied industries. Being in the business for a long time will help them get orders due to reliability. Their choice of business and execution will determine the future.
Yes this seems to be the case. But he is a mechanical engineer so will look for execution.
Thanks for analysing them. Please keep giving feedback.
Page industries (09-01-2024)
Thanks, Raj. In ur view is this buying opportunity or Page story is over? My sense is that ARS is teething issue.
Disclosure – Invested in Page