Nothing to do with Dr Reddy’s company, you may want to delete the post.
Posts in category Value Pickr
Krsnaa Diagnostics – what is the diagnosis? (14-11-2023)
Interacted with an employee at Dharamsala Zonal Hosp…
customer engagement per day has doubled over one year
Avg billing is INR 2000 per customer
The setup looked professional…
Dixon Technologies (14-11-2023)
What investors look at are future returns, in Dixon’s case why the prices fell 40-50% from its high was because of the miss in the guidance provided by Dixon management. As there was delays and order deferring from few customers Dixon could not achieve revenue targets of the 18000 Cr which was highlighted by their management.
Now as few more customers which have been added like Xiaomi, Jio, Samsung in mobile segment there is visibility into the near future and the mobile segment may grew at faster pace and that’s why it started reflecting in its price.
Coming to the future projections if Dixon is not able to meet the investors expectations of high revenue growth from Mobile and Laptop segments which are high growth segments then it’s price will be punished again.
Mann’s Portfolio (14-11-2023)
Q2 तक 1700 करोड़(TTM Revenue)तो हो ही गयी है.
AA – Abhishek’s Attic (place to store stuff to clear my head)! (14-11-2023)
Hi Abhishek, though virtually, I am also testing somewhat similar strategy, it is giving good returns, it has been 4 months since I started it, so far got 35% absolute returns. I have a small question about back testing, my stock universe is Nifty500, how do we get to know historical data about which are the top stocks as the top stocks keep on changing?
52 week highs and all time highs strategy (14-11-2023)
Keep an eye on CAMS to explode.
Stocks related to stock markets like CDSL, BSE and even AMCs like Motilal Oswal are firing so CAMS too may start to rally along soon
Currently at 52 week Highs, looking to breakout from a base formed in weekly timeframe
Piramal Enterprises Ltd (13-11-2023)
Thanks for sharing it!
Does the management set any outlook for ROE?
Bull therapy 101-thread for technical analysis with the fundamentals (13-11-2023)
I am reading your threads for a while now and realize that valuation and charts are as important to you as anything else, if not the most important.
Do you have your eyes or views on Jindal saw which falls in that category and only at 12 PE till a couple of weeks back. I am specially asking you this since you discussed good luck.
A good candidate for rerating. at 97 RS on market smith, could be another doubler till March 2023.
Shilpa Medicare -Racing away on the Oncology API highway! (13-11-2023)
Got it, thanks and Do you think it’s fair to compare this company with Biocon only if we specifically take their biology business and compare with Biocon, so if you see Biocon being one of the first, well established and well experience player isn’t doing well in their biologic division the business hasn’t done anything since a long time even though they are into this biologic segment and had few launches since last 3 years even though market hasn’t been rewarding it very well or it’s not been well received (I know their fundamentals aren’t improving due to huge investments required upfront and a long gestation period before they could even Monetize them) by market or investors even today investors are shying away from this space even when there is huge potential in the future considering the numbers of expiry of patents, High Margins, TAM, high entry barriers due to patent or high R&D time and expense. why do we think markets will be rewarding SHILPA Medicare well or even better than Biocon given that they are the early movers with many ANDAs in the pipeline.
Is it fair to compare just on their Biologic business or are we being quite optimistic on their growth in their biologic business?
Appreciate your thoughts on this.