Still it is coming down… is there any negative news
Posts in category Value Pickr
Companies with 20%+ growth guidance for next few years (15-10-2024)
It is interest on FDs and Bonds.
As an Indian, how can I invest into the Chinese stock market? Which App is good? (15-10-2024)
Good insights…
Electronics Mart India (EMI) – the next Titan/ D-Mart? (15-10-2024)
main promoter holding reduced a bit, increasing public shareholding – not a serious RED flag but has to be valid reason – esp when company is growing.
Although FII & DII holding is increased.
Geospatial sector – Sunrise Opportunity (15-10-2024)
Thanks for detailed post.
Just wated to know why Median Remuneration of Ceinsys Tech Ltd see following two observation
- It is too low FY24: 348000
- There was fall in Median Remuneration 2020(110974) and 2021(120476)
Any input on this?
Kirloskar Electric – A Turnaround Bet? (15-10-2024)
Focus Segments
- EV: 3phase motors. Targeting the 4wheeler segment on & off highway. Pushing to get a drive train so they can sell a complete package.
- Transformers: Not focused on the electricity board, but focus is on private companies. Acknowledges transformer supply shortage.
- Defence: Navy orders exist. Approaching army & air-force.
- Nuclear power: Motors for Zone 1 & 2, and pump motors.
Ambitions
- 1000cr top line in 2-3 years
- Debt free
- Minimum working capital
- Minimize monetisation
20-30cr CAPEX per year. Modernising all the plants. Hiring.
Above are AGM notes from 14-8-2023 for FY 22-23.
The focus segments are the ones with tailwinds.
Don’t anticipate hockey stick growth, but do smell a great opportunity.
Regular updates are hard to come by – so it makes the study a tad difficult.
Everything remains to be seen. Take your seats, or wait a while.
Companies with 20%+ growth guidance for next few years (15-10-2024)
Kilpest India Ltd to ~3B BLACKBIO DX Ltd…
ROCE is good…what is the other income company is making Rs.13.3 Cr…if that changes it can impact growth
As an Indian, how can I invest into the Chinese stock market? Which App is good? (15-10-2024)
Reason for a dip in Hang Seng…
So Exit India, exit China …were are the FIIs are investigating 
Ranvir’s Portfolio (14-10-2024)
Hi Saurabh,
When the RBI cuts interest rates, a variable or floating interest rate loan can be more beneficial. Here’s why:
- Lower Payments: With a variable rate, your interest payments will decrease as the RBI cuts rates, leading to lower overall borrowing costs.
- Flexibility: Variable rate loans often adjust in line with market conditions, so you can benefit from any future rate cuts.
- Cost Efficiency: If you plan to hold the loan for a shorter period, variable rates can be cheaper, especially in a declining interest rate environment.
In contrast, fixed-rate loans won’t decrease in interest costs during rate cuts, but they provide stability against rising rates. So, if you’re anticipating falling rates, a variable rate loan would be more advantageous.
Pleasure! Please correct me if I am wrong.
Websol energy system ltd (14-10-2024)
Does anyone has insights into how Websol funded it’s 600 mw of cell & module setup?
- What was the total amount spent? Funded via debt or reserves?
- Interest outgo seems pretty low for borrowings of 182 cr (FY 24 results), interest outgo of 10 cr only.
Disclaimer : Invested since last 1-2 months.