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Posts in category Value Pickr
Pratik’s Portfolio – Review (11-10-2023)
Hi Pratik , I am not pro into valuation but do have some basic knowledge. I have posted one query in KPI Green energy thread that company Free Cash flow has been negative since last 5 years. I like the sales and profit they making but just because negative free cash flow I would like to monitor it further. Also no guidance on that given by management. I am also not sure if I am over concern about FCF.
Kirloskar brothers – 100 years old fluid engineering gorilla (11-10-2023)
Very nice detailed information on every business jn differnt sector nd different countries.
52 week highs and all time highs strategy (11-10-2023)
HnS reversal patterns lead to strong bullish upmoves:
eg: EMPIRE INDS:
- Buy activated above 915 (above Right shoulder)
- Hidden bullish divergence in monthly chart should initially give the target of previous highs.
Safe to assume bullish bias ahead.
52 week highs and all time highs strategy (11-10-2023)
Just be careful. I can understand the ATH in nearly all paper stocks. But please do remember that their OPM are at the peak at present. So if reversion to mean happens, they may fall
DroneAcharya Aerial Innovations – a new age business (11-10-2023)
Can the tie up with TATA group change the outlook
The recent air/drone strikes has opened up the demand for this industry
E2E Networks Ltd – Listed small Cloud computing player (11-10-2023)
Thanks for sharing your detailed views. I agree with you. Not all bits of investor related information are available out there formally and accessible to investors at large. Thats a challenge if one were to consider taking a long term view on this company,
Shivalik Bimetal Controls Ltd (SBCL) (11-10-2023)
(post deleted by author)
Zomato – Should you order? (11-10-2023)
As per screener –
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Just some additional info – a valuation, listing and prospects analysis by Ashwath Damodaran on bloomberg-quint today – https://www.bloombergquint.com/markets/aswath-damodaran-on-the-zomato-ipo-a-bet-on-big-markets-and-platforms
Is there no promoter holding post IPO?
Had checked with the Exchange website, it also says no promoter holding.
Does this means that the promoter had to sell all his shares to infuse capital in the company?
Suven Pharma ~ Demerged CRAMS Arm of Suven Life Sciences (11-10-2023)
Open offer is announced today @ Rs. 495 per share, significantly below the CMP. Looks like Advent is not interested in acquiring any additional shares and this open offer is only to complete legal formalities.