88.6% of the promoter shareholding is pledged.
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (12-12-2023)
HEMANT SURGICAL(HSIL)…Upcoming star.
Ultramicrocap company approx 183 cr
Low P/E, high ROE, ROCE
zero debt
OPM ~10%
High promotor holding.
HEALTHCARE INDUSTRY
Dialysis set up, ICU set up, ONCO set up, Diagnostic set up, dental set up, blood bank set up.
Critical healthcare products
X ray Machine…etc
View and comment are welcome.
Disc: invested.
Rural Elect Corp (12-12-2023)
Hey, I do not think the comparison with IREDA is fair, at the end of day these are financial firms so the only reason I think IREDA has a higher valuation is maybe because investors are expecting its book size to grow faster, else i do not think this is justified. loans to renewables are not necessarily more profitable.
Disclaimer : This is my personal opinion and I am a shareholder , this is not a recommendation to buy or sell.
Suyog Telematics: Worth catching when its young? (12-12-2023)
Are there any new developments in Suyog? Big volumes on certain days before results when a major chunk of equity changed hands. Was this rally only in anticipation of a good result or were there any other developments in the company regarding 5g deployment, new orders etc that are not in the public space yet?
APL Apollo Tubes (12-12-2023)
I hold this for a long time and a complete noob on chart patterns. What does this pattern signify? The wild swings that it is undergoing is quite baffling.
The Anti-Portfolio (12-12-2023)
No clue about NSE valuation, superficially it’s very cheap compared to BSE. Generally I don’t track well discovered stories, unless there is a dramatic re-rating or turn-around kind of development taking place.
Hitesh Thoria’s Portfolio (12-12-2023)
Hey all,
Before I start I wanna say that I haven’t been in the market for that long (2 years approx) and im 17 yo. I have made these investment majorly in 2022/2023 and i no longer hold the first batch of my stock picks. I prefer to invest predominantly in small caps and I feel inspired by investing style of Mr. Pabrai, Mr. Vijay Kedia, Ben Graham etc.
Here are the stocks I hold:
- Carysil: 13.8%
- Edelweiss FS: 25%
- Nuvama Wealth Mgmt:11.4%
- Rain Industries: 13.1%
- PCBL ltd: 25%
- Vaibhav Global: 11.8%
Im open for ur critiques and feedbacks
Phillips Carbon Black (12-12-2023)
alright thanks a lot
Jagran prakashan (12-12-2023)
HDFC Mid-cap Opportunities Fund exited a large chunk, though 90% of it was absorbed by its own HDFC Multicap fund. My worry is if the stock’s underperformance is being caused by it losing market share. There is also the promoter dispute which is not getting resolved. But between the two, market share loss would be the more concerning thing. Hard to recover credibility with readers once they move away to a competitor.
Nevertheless, I expect Q3 margins to be much better given advertising revenue uplift from the elections that happened and the national elections coming up, and lower newsprint costs (per management commentary, there is a lag in benefits accruing from the fall in newsprint costs due to higher inventory. My guess is Jagran must have had more inventory than DB Corp).
