Dealer checks are suggesting degrowth in volumes this quarter due to muted demand and increase in competition from peers and as ARS has not yet been sucessful dealers are struggling with wrong inventory
Posts in category Value Pickr
Zee Learn: Asset light model & operating leverage (09-01-2024)
Anyone still tracking this stock?
Last news was the this Bank insolvency petition, I have some old positions in the stock and trying to see how this will turn out.
DEV Information technology ~ A play on Low float & management change? (09-01-2024)
I just read your post and tried to understand the company. Although website looks nice, Could not get any good info. Their investor session don’t have latest results uploaded and not sure of how this acquisition went either.
Shreeji Translogistics (09-01-2024)
Thank you for sharing. It appears that the fixed assets have experienced significant growth, primarily increasing from 20 crores to 33 crores, with a major addition in the vehicle category. The revenue is also showing a positive trend, and there is a possibility of surpassing 70 crores or even more. Upon observing Ritco Logistics, it seems that they, too, have followed a similar trend by adding vehicles in the last 3-4 months.
Yash Pakka – (Previously Yash Paper) – Rising from ash (09-01-2024)
This is their Expansion Plan outlay from Q1FY24 presentation:
Whioe this is their Expansion Plan outlay from Q2FY24 presentation:
How come this big difference in projections just one quarter apart?
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (09-01-2024)
Same for me – largest position with 5x returns. For me, I would like to wait and see more proof emerge – right now its a single 3 min interview on Zee News by a reporter who quoted his “sources” that got picked up by everyone else. A lot of marque promoters have entered recently and I expect they would have done their due diligence.
In any case it can go one of 2 ways – Lux industries (full pitai) or Hero Motocorp (market has shrugged of the multiple IT raids). Wait and watch till results I would say.
SmallCap Hunter : Trying to find the dark horses with triggers (09-01-2024)
Unfortunately, that is the case with the single-property companies. I would rather prefer Samhi Hotels with 31 properties and ~3600 Cr MCAP
Page industries (09-01-2024)
Why is the stocking collapsing day by day?
Shreeji Translogistics (09-01-2024)
No, I did not pursue that. The stock price has remained stagnant for quite a while now.