Good to see more FII’s investing in the company. At least to me it seems that company should be able to execute orders, and these Institutes would have done some DD.
Posts in category Value Pickr
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (06-12-2023)
I found this news article. A setback for sugar mills who invested in ethanol plants.
https://sg.finance.yahoo.com/news/india-plans-discourage-ethanol-production-172903058.html
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (06-12-2023)
The way Namo Govt has managed the sugar sector is exemplary. It can be taken as a case study in sectoral management …win win situatiin…keeping both farmers and mill owners happy.
There is a huge increase in sugarcane productiin and also a huge increase in ethanol procurement by the OMCs…and the price at which ethanol is procured is almost at sugar selling price parity.
We are expecting a shortfall in sugar production of just about 1.5 million tons. The govt has already banned sugar exports. A moderate tilt in production of sugar vis a vis production of ethanol will ensure that sugar price remains stable and there is no sugar deficit.
Those who are betting on sugar sector upcycle are basically betting on bungling of this sector by the Central Govt…that too in an election year.
Given the track record of this Govt in handling sugar sector, i do not think that its a good investment betting against the govt. A sugar deficit of just 1.5 million tons is not such a big deal…this govt has effectively tackled sugar deficit of 6 million tons and a sugar surplus of 8 million tons in the last 8 years.
Screener.in formula for ROE? (06-12-2023)
Thanks for pointing out the error in my calculations. After implementing the corrections, the numbers match.
Titan Company Ltd : a three decade old company (06-12-2023)
Can anyone explain how the current valuations are justified?
I did a bull, bear and neutral case analysis and the future returns look abysmal.
Screener.in formula for ROE? (06-12-2023)
Yes.
Current TTM has 2Qs of FY24 and 2Qs of FY23. Comparable TTM shall have 2Qs of FY23 and 2Qs of FY22 and not the 4Qs of FY23.
KDDL (Ethos Watches) – Scalable business model at an inflection point? (06-12-2023)
Hi, why is the CFO/EBITDA only about 50% for the years 2019-2023? For its subsidiary Ethos, it’s even worse. Any thoughts on this?
Dynemic Products (06-12-2023)
Price is also 3-4x in last 3 years. It is already priced in I suppose
Hazoor Multi Projects Limited (06-12-2023)
Preferential issue raising 97 cr at 178rs a share