Kamat hotels is deeply corrected with no sign of recovery. Not sure whether to hold.
Posts in category Value Pickr
Buy Unlisted Shares (16-10-2024)
Anyone invested mitra fmcg product?
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (16-10-2024)
For Point 1
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Just change the word focusing to trying you might digest company efforts. If you observe their money minting business is still same so no need to worry as long as long not too much of cash is deployed towards these new verticals.
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This Point is difficult for me to answer
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Company works with Govt so receivables will be delayed, this is common across other industries
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Provision is also common but what % could be topic of discussion.
What worries me most is their exposure to political parties.
What if Govt Changes in Maharashtra ?.
Piccadily Agro Industries Ltd (16-10-2024)
The stock was in UC, what movement are you talking about?
Hyundai Motor India Limited – HMIL (16-10-2024)
Hyundai came in India in 1998. It is not about dislodging anyone. In the end it is about margins. Hyundai India has the highest operating margin among all car manufacturers. Creta SUV still sells like hot cakes. Venue sales are also good. Plus, Marurti and Hyundai are the only two manufacturers whose hatchbacks still sell a lot. Tata and others are nowhere close to them. The IPO may be overpriced but can be a good addition if price comes down. Capturing 15 percent market share in the Indian market is a big achievement. Honda also started operations in early 2000s. Today it is fifth in the list. They understand the Indian market pretty well. They know what sells in India and what does not. That is their MOAT.
Piccadily Agro Industries Ltd (16-10-2024)
Still no movement. Seems that the market doesn’t like just awards , but want to see it converted to revenue
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (16-10-2024)
Next quarter will have good numbers, new plant came into operation late
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (16-10-2024)
Although based on this expecting some decent numbers this time around as company also has sufficient order book to utilise new capactiy.