Posts in category Value Pickr
Quick Heal Technologies (17-10-2023)
The stock is at a sweet spot now – Reasons:
- The company has shifted their focus from Retail – traditional antivirus software segment to enterprise segment with the help of Seqrite. Enterprise cybersecurity market is poised to grown in double digits in coming years.
- The recent change in the management, new CEO Vishal Salvi is the Ex CISO of Infosys who setup the cybersecurity practice in Infosys.
Seqrite got some big clients!!
Quick Heal Technologies (17-10-2023)
The stock is at a sweet spot now – Reasons:
- The company has shifted their focus from Retail – traditional antivirus software segment to enterprise segment with the help of Seqrite. Enterprise cybersecurity market is poised to grown in double digits in coming years.
- The recent change in the management, new CEO Vishal Salvi is the Ex CISO of Infosys who setup the cybersecurity practice in Infosys.
Seqrite got some big clients!!
Kotyark Industries – Only Listed pure Biodiesel Player (17-10-2023)
The following snippet is from the introductory section of this paid report from early 2022. I don’t have the report but it gives some cues around capacity building of bio-diesel in the country.
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Emami Group has a capacity of 350 tons of Biodiesel (B-100) per day = 12.5 Crore Litres annual
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HRPL (McDonald’s in West/South India) planned 7 Lakh tonnes (per Jan 2022) in a couple of years. This equates to 70 Crore Litres annually. Not sure how much of this is materialized.
For comparison, the capacity of Kotyark is 18 Crore Litres annually.
India needs 660 Crores for 5% blending by 2030. This gives ample headroom for companies like Kotyark, there are others who are equally active. Especially Food Business Operators (FBOs) are better placed to use the opportunity. Reason: UCO (used cooking oil) as a substitute for imported palm stearin oil
Check out this report.
Kotyark Industries – Only Listed pure Biodiesel Player (17-10-2023)
The following snippet is from the introductory section of this paid report from early 2022. I don’t have the report but it gives some cues around capacity building of bio-diesel in the country.
-
Emami Group has a capacity of 350 tons of Biodiesel (B-100) per day = 12.5 Crore Litres annual
-
HRPL (McDonald’s in West/South India) planned 7 Lakh tonnes (per Jan 2022) in a couple of years. This equates to 70 Crore Litres annually. Not sure how much of this is materialized.
For comparison, the capacity of Kotyark is 18 Crore Litres annually.
India needs 660 Crores for 5% blending by 2030. This gives ample headroom for companies like Kotyark, there are others who are equally active. Especially Food Business Operators (FBOs) are better placed to use the opportunity. Reason: UCO (used cooking oil) as a substitute for imported palm stearin oil
Check out this report.
Nithin’s Portfolio (17-10-2023)
At 40 PE, I am in double minds. Although, I am convinced with the long term story of Newgen but valuations seem to be very high. Another issue is on reinvestment of the proceeds as don’t see any other reasonable valued opportunity in Small-Mid cap IT story.
Recommendations are welcome.
P.S: Invested from lower levels
Nithin’s Portfolio (17-10-2023)
At 40 PE, I am in double minds. Although, I am convinced with the long term story of Newgen but valuations seem to be very high. Another issue is on reinvestment of the proceeds as don’t see any other reasonable valued opportunity in Small-Mid cap IT story.
Recommendations are welcome.
P.S: Invested from lower levels