Hitesh Bhai, do you track Cyient? Also thank you so much for spending so much answering so many queries and sharing so much of your knowledge. Truly commendable.
Posts in category Value Pickr
Edelweiss Financial Services (09-11-2023)
Yes I think it has a lot of potential and is a very strong business for them. I do not think the market fully understands that business, nor does it know how exactly to assign value to it.
Neuland Laboratories Limited – Transformation towards niche APIs? (09-11-2023)
Following important takeaways from con call…
- Neuland has established itself as the privileged CDMO players with the innovator companies and can get assured orders before creating new capacity.
- Very focused on what to do and what not to do, which speaks about the management vision.
*Very optimistic about peptide business in the future as work with two big European Pharma innovators is going on.
Prataap Snacks Ltd – Set for a crunchy bite! (09-11-2023)
I think sales should have grown atleast 15%. On the contrary, there is a de growth. So despite margin improvement, I would categorize result as a disaster.
Pricol limited – OEM automotive (09-11-2023)
Sep 22 had exceptional other income of 9.75 Cr. If you remove that, the numbers are not so bad.
Midhun’s Investment journey and Space to organize investment ideas (09-11-2023)
The dates mentioned here is the month of first purchase . The purchase price is the average . However I should admit that I am a victim of price anchoring bias and find it difficult to add when price runs up.
Midhun’s Investment journey and Space to organize investment ideas (09-11-2023)
Interesting article on the future of automobile manufacturing. Many component suppliers might feel the heat if giga casting becomes the industry norm.
Dishman Carbogen Amcis Ltd (09-11-2023)
If anyone can throw some lights on results!?
SRF Limited (09-11-2023)
In a recent concall, SRF announced a 275 cr investment in Capacitor grade BOPP film
Can anybody explain what is capacitor-grade BOPP film and where it is used?