Bro occl hold multiple investment in unlisted space , hence the valuation of unlisted companies need to be built in the price .
What I shared is a perspective !!
Posts in category Value Pickr
Oriental Carbon and Chemicals Ltd (01-01-2024)
Can you explain in detail, please
Fredun Pharmaceuticals – A good microcap with great potential? (01-01-2024)
As per this recent announcement, the co plans to raise as much as 120 Cr for further CAPEX and other requirements. This could lead to 30-50% p.a growth for the next 3 years
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (01-01-2024)
IMO it is very common sight of concerns raised by villagers wherever the industries goes. Well the concern may be genuine or just politically motivated. In the past, a similar concern was raised by the villagers against Philips Carbon Black Ltd, but the Kerala HC had cleared such allegations. At least I haven’t come across a single PCB notice against Hi-Green Carbon.
Oriental Carbon and Chemicals Ltd (01-01-2024)
What my understanding says as per above info
Occl will become holding company , hence it should ideally trade at 0.4 price to book .
Either goes down from here (unlikely)
Or book value increases (time correction)
Folks please share views
Invested
KP Energy – Lotus in muddy water (01-01-2024)
Thanks for the clarification. I still have doubts.
Shouldn’t KP energy order the turbine for their own projects or does KP energy only does ground work and installation of wind turbine is given to KPI. Does it means KP Energy do not do complete projects and are dependent on other group companies?
Avenue Supermart: a compounding machine? (01-01-2024)
The above demand of GST, interest and penalty on the Company is going to have any impact on share price in short term?
Kwality Pharmaceuticals – Extremely cheap pharma stock (P/E less than 3x) (01-01-2024)
I have been tracking the company for past year… there is significant improvement in their communications which indicates good governance.
They are getting registrations in many developing countries and also Europe. These will gradually translate into sales which can see a huge jump going forward. Current capacity utilisation is low as they added large new plants.
Kwality Pharma is a potential multibagger – 2 to 3x over 2 years.
Discl. – have added more recently.
Coastal Corp. ~2.5x capacity exp. 4x profits? Downcycle a risk (01-01-2024)
Green Portfolio x Coastal Corporation Limited | Green Sharks: Episode 4 | Shrimp_Ethanol Industry
See if this video helps for more clarity !!
Tracking
UPL Ltd – global agrochemical company (01-01-2024)
I expect that UPL Ltd price falling within the range of 530 to 550, I aim to add it to my portfolio in around these levels.