Techno electric wins another 525 Cr. Order for substation & transmission projects
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (21-11-2023)
Are you talking about Systango?
MOLD TEK PACKAGING—dividend plus growth (21-11-2023)
good time to increase allocation.
Pidilite Industry : Fevicol ka Jod (21-11-2023)
Hi all,
Below is the concall notes for Pidilite Q2FY24 – looks company is determined and deriving operating leverage sooner or later.
Mrs Bectors Food Specialities: Can it beat the industry? (21-11-2023)
Hi all,
Operating Leverage for bector’s food will kick in some time but they are really investing and focused to be giant. Here is highlight from Q2FY24 concall , the most important thing the growth comes in this quarter the 70% of it is from existing outlet guess when the new outlet starts kick in .
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (21-11-2023)
“ Kotak says ‘Sell’ stock, target price Rs 940”
What next for KPIT ?
Would still head north or fall ?
SmallCap Hunter : Trying to find the dark horses with triggers (21-11-2023)
I am closely tracking. They seem to have a plan in place, especially for exports and value-added products to expand the margins. However, their sales growth has been lackluster and recent half year results were not encouraging either (flattish sales, EBITDA and PAT).
Given the scale of operations, it might take some time to break into new customers and geography, but if they succeed with their plans, it could be a real good business. Execution needs to be monitored here like a hawk.
Discl: not invested yet but certainly interested, tracking.
Som Distilleries and Breweries (21-11-2023)
Things definitely weren’t as bad as the market reaction.
Praveg Ltd: Play on Indian Tourism Industry! (21-11-2023)
(post deleted by author)
Biocon – The ultimate biosimilars play! (21-11-2023)
@Arka How to get a chart like the above? Which app/website/software do you use? Thx.