Any reasons for a stock underperformance inspite of a good Q2 and decent Fy25 guidance. Sales growth could definitely be one but as long as margins gains are sustainable and potential to improve further, it should be fine. Any thoughts ?
Posts in category Value Pickr
Sahil’s Portfolio (09-11-2023)
Hi Sahil,
Despite of a good growth visibility for Shilchar where the management has guided for 800 Cr. revenue in the next 3 years there has been rounds of promoter selling in October as well as November. The management has good execution track-record which helps to build trust but promoter selling is definitely an anti-thesis. Any rationale behind this action?
Phantom Digital Effects Limited (09-11-2023)
In the basilic concall the management has clearly mentioned the impact of hollywood strike, please listen to it.
Any strike in hollywood is having direct or indirect impact on indian vfx players.
Things are sorted out, Capacities/Resources are already their to meet the upcoming demand.
Interesting time ahead for both companies!
STRIKE OVER: SAG-AFTRA, Hollywood studios reach tentative deal to end strike
#Invested #Biased #NoRecommendation
Burger King ~ Whopper of an Opportunity (09-11-2023)
Indeed, numbers and the management commentary are good. The only concern is the promotor selling their stake…
Wow @puro , you have done some good scuttlebut !
Phantom Digital Effects Limited (09-11-2023)
Basilic’s results didn’t seem to be affected much by the strike. Should have affected Phantom even less in all likelihood. But this is a gokd overhang thats out of the way.
SmallCap Hunter : Trying to find the dark horses with triggers (09-11-2023)
This didn’t age well.
Phantom Digital Effects Limited (09-11-2023)
Hollywood actors are set to end their nearly four-month strike.
https://x.com/vivekchadha1996/status/1722462558869995799?s=46
Good News for Vfx Studios!
Best Agrolife – Think Big, Think Best! (09-11-2023)
Why is stock 8% down ?
Titan Company Ltd : a three decade old company (09-11-2023)
Trying to become India’s LVMH.