Posts in category Value Pickr
Inflame Appliances (19-10-2024)
GOI implemented BIS in footware also. How successful are they in curtailing the Chinese imports. One of the way GOI can do is delaying the BIS certification to Chinese companies when they apply. Any views please
Atul Auto Limited (18-10-2024)
@Kuldeepjadeja
Well this is a valid point, specially when EV’s seems to be are struggling & other car manufacturers are not doing well.
The products in which Atul Auto specially deals are 3 wheelers and battery rickshaws (e-rick). So the comparison is not apple to apple.
Another point, the e-rick segment has penetrated the mass segment beautifully across the country with countless manufacturers (at-least my observation, where I see an e-rick plying in small town or in village to even in certain hill side towns).
If you see the value chain, after e-rick comes battery operated 3Wheelers, where Atul is already present.
I dont know, how this would unfold in future, but given Atul’s history, even if it utilises 100% factory utilisation & is able to sell it all. The upside for a retail investor like us remains significant.
Disc : Invested and Biased.
Yatharth Hospital & Trauma Care Services Limited (18-10-2024)
The key monitorable for me here is Payer Mix improvement. A large chunk of revenue comes from Government healthcare schemes like CGHS, ECHS, ESI. Due to which there is payment delays and lower ARPOB.
Sula vineyards – pioneers in indian wines (18-10-2024)
Does mukul Agrawal exited Sula. Pls confirm
Coforge – Midcap IT – Ambitious Management eyeing at $2 billion Revenue by FY27 (18-10-2024)
Please read VP rules for starting thread. You can’t just give link to your blog post. Please delete the same.
Manappuram Finance (18-10-2024)
not necessarily. for example this HRTI might be some HFT which bought at 152.28 and immediately sold it as shown here
Coforge – Midcap IT – Ambitious Management eyeing at $2 billion Revenue by FY27 (18-10-2024)
Hi All,
Didn’t see a thread on Coforge yet. It has been on my radar since they did the Cigniti acquisition in Q4FY24 and the markets overreacted to it. The stock has outperformed since then.
Manappuram Finance (18-10-2024)
Someone accumulating big
Action construction equipment ltd (18-10-2024)
Polar Capital Emerging Market Fund has entered ACE in this qtr. Looks Promoter gave them entry by selling
