Insider buying in ACE
Posts in category Value Pickr
Antony Waste – Long Term (29-12-2023)
Centre paves way for using inert waste material in building highways
Praveg Ltd: Play on Indian Tourism Industry! (29-12-2023)
Management has given Revenue Guidance of Rs 300 Cr for FY 25 and Rs 700 Cr for FY 27
Now lets assume EBIDTA Margin of 50% , Profit for FY 25 would be around 150 cr and PAT would be Rs 100 CR
Current Market Cap is 1600 Cr (Aprrox) , Thus stock is trading at forward PE of 16x.
Eco Recycling Limited (Ecoreco (29-12-2023)
Ecoreco is in e-waste. How does this benefit ecoreco?
Expleo Solutions (Earlier: SQS India BFSI) – A niche Small Cap Value Pick (29-12-2023)
since 2013 the thread created, from mere 19 cr profit has reached to 133 cr level. Heard from Madhusudan Kela sir the next decade theme is for cyber security along with AI, carbon neutrality. Kindly share some reports in detail to study about this co. Is this co a green shot with respect to
- Sasken
- TATA Elexi
- Quick Heal Technologies
Easy Trip Planners (Easemytrip) – An outlier in OTA (29-12-2023)
They are somewhat smart management.
They are diluting equity where valuations are high and investing in new businesses at very cheap valuations.
Looks like they want to become a tourism conglomerate from being just online travel agents.
Disclosure: Exited few months ago as I feel they are doing un-necessary diversifications specially where ROE will be incrementally lower.
Red Tape Ltd. – The next fashion giant? (29-12-2023)
Good to see the company proactively looking into more point of sales.
The coming quarters look fruitful.
- The company has entered into a Strategic, Marketing, and technical tie-up with Daraz.com, a Bangladesh-based online shopping platform for the sale of RED TAPE Products in Bangladesh.
- The Company has entered into Strategic, Marketing, and technical tie-up with Open Network for Digital Commerce (ONDC) for marketing its products.
Wonderla Holidays (29-12-2023)
Thank you very much for the information.
What is ATP?
Arman Financial Services Ltd (29-12-2023)
Elevation capital has large shareholding in Arman , but not a part of promoter group as per my understanding. They are a fund house with investment in listed and unlisted companies.