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Posts in category Value Pickr
SKM Egg Products – thinking out of the shell (23-05-2024)
Thanks that’a a very good observation.
My only concern here , topline isn’t showing signs , that it’s gonna bloom, there isn’t any gradual increase in topline as well.
Well it remains to see how the capex, of 70 odd cr, infuses some additional topline over FY25.
Stock is trading at intresting valuations, if we assume growth & margins are gonna come from capex.
SKM Egg Products – thinking out of the shell (23-05-2024)
May be not. It depends. The fact that quite a few metal companies trade in the market reflects that certain set of investor find value in buying those. It depends on everyone’s investment style, risk appetite.
SKM Egg Products – thinking out of the shell (23-05-2024)
Highly commoditised business will it be worth investing, ur take please.
Sanghvi Movers (23-05-2024)
Can someone throw some light on how Tara chand infra logistics has a rental yield of 2.85 compared to the market leader who has a rental yield of 2.2?
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (23-05-2024)
Good set of numbers with QoQ and YoY growth.
9.92 rupees dividend. 50 crore capex in existing products in Chakan, to commence operations by Nov 2024. Was expecting higher dividend. Hope buy back will be announced in future. Looking forward for concall.
Manappuram Finance (23-05-2024)
please read this Rising trend of gold prices can have a positive impact on gold loans, ET BFSI.
basis google search would be useful
All E Technologies, making businesses ready for AI (23-05-2024)
Any other information, views please
and don’t you IT as a whole suffering.
Is it a good entry now?
Smallcap momentum portfolio (23-05-2024)
You might consider to go through the process again. Allocation size, biased approach, entry time being possible reasons. Whatever you do if 50 > 200, pf will turn green, it’s like writing on a wall.