Hi, I’m a Chartered Accountant with 4+ years of experience in M&A Investment Banking. Yesterday, I passed the RA exam, so wanted to understand how much time I have to wait to receive the certificate.
Currently, on the portal, it is showing as Certificate Status- Pending.
Posts in category Value Pickr
How to register with SEBI as a Research Analyst? (29-05-2024)
Kotyark Industries – Only Listed pure Biodiesel Player (29-05-2024)
Right
So OMC releases the tender → Purchase Order → Letter of intent
Since the bio diesel theme is new there is gap in the procurement of bio-diesel from OMC side. Also the raw material prices are high.
Post elections we should see some improvement in the procurement process and more and more tender will be released
Please see the ppt released by company. It was able to fully execute the quantity received in LOI. Its the OMC’s which are delaying plus govt extended the penalty imposition by 1 year and hence a delay in procurement as per my analysis
Disclaimer - Invested and biased
Motherson sumi : Recent opportunity to buy (29-05-2024)
The premier auto ancillary of India looks finally back on track.
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What a blockbuster quarter and year. Reduction in gearing.
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11% automotive margins. Possibly highest ever.
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ROCE upto 17%.
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They are stating that China and Indian automotive market is back to pre-covid levels.
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Europe and USA still 15% below.
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Reduction in inventory days back to 31.
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Growth across the board.
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Did not listen to concall completely but heard focus on new age systems and maybe aerospace technologies.
Disclosure: have never owned the stock.
Unusual growth in stocks (29-05-2024)
Hi All,
I am into investing and trading for the past 4 years. Recently, I have come across 2 unusual stocks(behavior) when I was scouting for new ideas for trading and I thought I would open a new topic to
- Get the feedback from other community members about this (unusual)behavior and if it is making sense or not
- Share these things with other community members and alert them if the growth is unusual
First stock : KKRRAFTON Developers Ltd
52w Low/52 W High : 14.6/217
Stock P/E : 638
Netprofit : 3.33 cr(positive after almost 10 years)
Negative cash flow
cash conversion cycle : 1754 days
Shareholding public : 100%
Second stock : Kaycee Industries ltd
52w Low/52 W High : 8,020/44,775
Market Cap : 217cr
Stock P/E : 60
Netprofit : 1.57 cr
cash flow : 0.66cr
What is the trigger for this stock to go from 8,020(already high price) to 44,775(very very high)
I will continue to post/share these kind of unusual stocks which I will come across in my study.
Thanks
Bala
Unusual growth in stocks (29-05-2024)
Hi All,
I am into investing and trading for the past 4 years. Recently, I have come across 2 unusual stocks(behavior) when I was scouting for new ideas for trading and I thought I would open a new topic to
- Get the feedback from other community members about this (unusual)behavior and if it is making sense or not
- Share these things with other community members and alert them if the growth is unusual
First stock : KKRRAFTON Developers Ltd
52w Low/52 W High : 14.6/217
Stock P/E : 638
Netprofit : 3.33 cr(positive after almost 10 years)
Negative cash flow
cash conversion cycle : 1754 days
Shareholding public : 100%
Second stock : Kaycee Industries ltd
52w Low/52 W High : 8,020/44,775
Market Cap : 217cr
Stock P/E : 60
Netprofit : 1.57 cr
cash flow : 0.66cr
What is the trigger for this stock to go from 8,020(already high price) to 44,775(very very high)
I will continue to post/share these kind of unusual stocks which I will come across in my study.
Thanks
Bala
Supreme Petrochem Ltd (29-05-2024)
Q4 FY25, wld also see first batch of Mass ABS, which as higher margin the traditional products.
So overall with increased prices and increased Volume , overall sales can be up in double digits and with Exports and Mass ABS kicking in, i assume Profits can also go up.
Supreme Petrochem Ltd (29-05-2024)
Q4 FY25, wld also see first batch of Mass ABS, which as higher margin the traditional products.
So overall with increased prices and increased Volume , overall sales can be up in double digits and with Exports and Mass ABS kicking in, i assume Profits can also go up.
Asking community for help (29-05-2024)
whether the previous guidance given by management was achieved or not