Attaching the links to the recent AGM recordings as mgmt have given hints to future roadmap to some degree.
Posts in category Value Pickr
AllCargo Logistics – Are good time ahead? (16-10-2023)
Attaching the links to the recent AGM recordings as mgmt have given hints to future roadmap to some degree.
John Cockerill India: A Case Study on Decarbonisation of Steel (16-10-2023)
I am limited by the number of companies I can give out a rating on. Hence, posting this on ValuePickr as a case study.
Transformer & Rectifier India Limited (16-10-2023)
Transformer & Rectifiers: On Track To Reach Margins Of 13-14%? | Jitendra Mamtora Explains
Management is expecting improvement in working capital cycle and operating margin
Suraj Products Ltd. (Increasing Value-addition) (16-10-2023)
CRISIL had been unable to get in touch with the management, and therefore they have been consistently assigning a cautionary rating with a ISSUER NOT COOPERATING suffix (since 2020 or maybe even before that).[1]
This gives me a convincing reason to pass on it (at least for now until the rating is improved). I was just looking at the numbers, and they seemed good on first sight, but looks like I shouldn’t even add a tracking position.
[1] – Rating Rationale
John Cockerill India: A Case Study on Decarbonisation of Steel (16-10-2023)
Dear Ayush,
It is nice to see someone finally talk about this stock. JVD, Voltron will completely change the way the business looks few years down the road. Decarbonisation is becoming more and more of a regulatory requirement.
I own a SEBI RA firm also and have a BUY recommendation on the stock recently. Heard that management is planning to start interacting with investors more often.
Investing Basics – Feel free to ask the most basic questions (16-10-2023)
okay, but still I want to understand the difference between “company ratings” and company’s “loan ratings”.
HDFC Asset Management Company (16-10-2023)
Yes… They are not comparable and hence CAMS deserves separate place in portfolio.
As the case with sure shot business of auto ancillaries, CAMS and KFintech have sure business from AMCs. Although auto ancillaries need to compete a lot here there are only 2 players.
CAMS have lot of small seeds which can grow like CAMSFinserv,CAMS eNPS,WealthServe, CAMSRep,CAMSPay etc.
The harsh portfolio! (16-10-2023)
Quote source please
As far as I understand their one plant in Ahmedabad, 2nd in Baruch. The fire news today is of Surat GIDC.
Pitti Engineering Limited: Is it on an inflection point? (16-10-2023)
Does anybody have access to the Phillip Capital report on Pitti Engineering?