Posts in category Value Pickr
Vindhya Telelinks ltd (08-09-2023)
Is this the right moment to enter this stock?
There are too many cross holdings in this stock , so valuation is little complex.
AllCargo Logistics – Are good time ahead? (08-09-2023)
Promoters had given value of Rs. 160 to TREL
Where do you see this value? Post demerger Allcargo went down ~ Rs.75, which reflects the current market value of the two demerged entities.
Both the demerged entities seem to be in good business areas with a long growth rate.
I wonder what has happened to money that they got against sale of land bank – it runs into 100s of cr.
Are you referring to the sale of existing parks to Blackstone
KPI Green- Turning Sunshine Into Cashflows (08-09-2023)
The company proved my assessment right in their AR, Please go through page 25 for better clarity –
Nothing shady for sure.
Globus Spirits (08-09-2023)
on Sept 6
Globus Spirits (08-09-2023)
on Sept 6
Natco Pharma: Focusing On Complex Products (08-09-2023)
Natco is a defendent in an antitrust lawsuit in USA. How common are these sort of litigation ?
Source :
Disclaimer : Exited the position, tracking
Natco Pharma: Focusing On Complex Products (08-09-2023)
Natco is a defendent in an antitrust lawsuit in USA. How common are these sort of litigation ?
Source :
Disclaimer : Exited the position, tracking
Aurion Pro : Yet another IP product company? (08-09-2023)
From what I understand,
Its like Aurionpro had previously demerged the said business and its now acquiring a part of it to set off their receivables from Trejara(the previously demerged company).
Aurion Pro : Yet another IP product company? (08-09-2023)
From what I understand,
Its like Aurionpro had previously demerged the said business and its now acquiring a part of it to set off their receivables from Trejara(the previously demerged company).