Very good setup in Kalyan Jewellers
Currently at 52 Week High with good volumes, looking to give Breakout out of its ATH value
Posts in category Value Pickr
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (06-10-2023)
Surprising to see the report does not mention the footwear part of the business which will be 1000 Cr by CY 25 and the Zara deal is that happens, this might upgrade the stock .
Invested
Akash Portfolio (06-10-2023)
Hey Akash,
Are you still tracking Sanghvi Brands?
Shivalik Bimetal Controls Ltd (SBCL) (06-10-2023)
Sir, Could you please tell me how do we find information like this – how exactly do you know where they bought the furnace from? I am new to the world of investing – so trying to figure out how people are able to come up with such granular infromation on micro and small caps
Multi-Disciplinary Reading – Book Reviews (06-10-2023)
On a lighter note…He must be a librarian.
Ideaforge is it worth? (06-10-2023)
Is it worth to hold ideaforge shares expecting that it will bounce back again or to exit from it ?
Please share ur thoughts
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (06-10-2023)
Mayur.pdf (779.8 KB)
Kotyark Industries – Only Listed pure Biodiesel Player (06-10-2023)
Kotyark Industries & Yamuna Bio Energy has been awarded the tender for supply of Bio Diesel for the period of October 2023 to September 2024 having estimated order value of Rs. 569 Crores approx.
Nicco Park: Wonderla of East India? (06-10-2023)
From what I understand from the annual reports, the land is not owned by them, it was a 33 year lease arrangement for 30L/year, but their lease expired in Feb’23 which is still due for renewal.
When Not To Buy (06-10-2023)
Great post! Only thing I think which should be changed in this calculation is WACC. Cost of debt can be linked to AAA rated bonds which is around 6-8% in India and cost of equity would be higher. Though cost of equity will be roughly in the range of 11-17% as per the last EY report, safe bet to take roughly 14% which was kind of average they mentioned in the report. Further, WACC will need to be calculated using weighted average of debt and equity proportion for that particular company. Normally I don’t like companies with huge debts so I filter that already in screener, so ultimately, my cost of capital gets very near to cost of equity which is around 13-14%.