Hi, As per the DRHP, the company has two private limited companies under which the promoters seem to have control over and who apparently seem to be in the same line of business and have common directors- Dayal Hosiery Pvt.Ltd and CP&S Orthotics. Please refer to page 20 of the DRHP.
Posts in category Value Pickr
Zen technologies – A micro cap in the defense space! (21-11-2023)
Another Export Order worth 48 Crore, this time for Training Simulators:
Do the Debt Free Run Fast? (21-11-2023)
So, as you have already researched many of them, why not benefit us with some insights?
The Anti-Portfolio (21-11-2023)
Hi Vikas, What’s your view on MK EXIM?
Do the Debt Free Run Fast? (21-11-2023)
That’s always my first criteria. I generally put D/E less than 0.3. Other non negotiable criteria are promoter holding greater than 50% (skin in the game) and pledged percentage = 0.
Amrita’s portfolio (21-11-2023)
This is a good portfolio
Do the Debt Free Run Fast? (21-11-2023)
Joseph_B._Wirthlin called debt a ” a financial termite! I usually check the PE of a share, and then ROE and ROCE. But then on the spur of a moment, I decided to search for a screen for low-debt companies. It does exist. And to my pleasant surprise, many of them appear good on my other favourite parameters too.
So, while we give high marks to a company which is debt free, what about starting with low debt as the first criteria? One of the many ways of finding a good company?
https://www.screener.in/screens/218741/low-debt-companies/
TCS opportunity (21-11-2023)
This 125 mill hit will impact around 750 cr to the bottom line in Q3. Q2 profit is ~12000 cr and so this amount is no big deal. Infact Consider this a short term opportunity and a good way to participate in the buyback.
Personally, see good value to buy, if it comes to ~3425 rs, and will participate in buyback
The harsh portfolio! (21-11-2023)
Hi Harsh, what is your opinion about paper companies like JK Paper, and West Coast paper mills? They appear to be cheap and I was wondering if I am missing something.