Sir company seems to do very good business good results but why market is not rerating it? Any idea or anything I am missing out? Thanks
Posts in category Value Pickr
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (28-05-2024)
The provisions are made for anticipated higher tax outgo. They were expected the tax case to be in their favor but the recent developments have made them believe that they may not get a favorable outcome. This was clarified in the concall.
Unihealth Medical Consultancy – The Caplin of Hospitals? (28-05-2024)
Well to be frank if you look at their revenues, 60% of revenue is generated from UMC Victoria (Uganda). There is still long way to go or as matter of fact lets just say another player is able to establish himself around same regions eating up his margins. So they need to walk the talk now , awaiting to see progress over addition of 2000 beds.
Also the company that begun its operations in 2010 as Medical tourism has not scaled up or failed to do so in this vertical. The other two vertical also are generating negligible revenues, management has not given clear guidance over how are they going to scaleup other 3 verticals apart from hospitals.
Manappuram Finance (28-05-2024)
MGFL-RR-26052024-27-May-2024-895157100.pdf (1.0 MB)
Manappuram Finance Ltd - Q4FY24 Result Update - 27052024_27-05-2024_11.pdf (848.6 KB)
Even Axis Securities giving a target of Rs. 220 as per attached report from them.
Aster DM healthcare (28-05-2024)
Any news on Q4 Results ?
Mangalam Organics Ltd. – A promising Pine chemistry story (28-05-2024)
Price resumed downward trend or its stabilizing at 115-120
Maharashtra seamless-a value plus cyclical play (28-05-2024)
As Ganesh previously indicated, the scenario is unfolding as expected. After reaching peak margins, the price is now declining. I anticipate a period of stagnation before any potential momentum, which would likely depend on an increase in volume or margins.
RACL Geartech Limited (28-05-2024)
Lower sales and lower margins could be due to delayed shipments as well as some impact of red sea issue. Considering the product quality and customer profile, I would not be too worried about the P&L (except interest cost)
More than margins, rising debt level is the bigger issue here. Receivables have risen faster than sales in this quarter. High inventory levels (being 75% exports company) along with increasing capex makes this a highly capital intensive company. Promoters reluctance to raise equity are making matters worse for the company. Any steps to reduce debt burden can be positive trigger for sustainable future growth
Discl - invested for last 3 years and forms part of my core PF. Hence biased. Transactions in last 2 weeks
Aurion Pro : Yet another IP product company? (28-05-2024)
Why the stocks is falling continuously, anything to worry about. I read the latest concall notes and the ppt, fundamentally everything looks good still.