Any data on assets / liabilities of Mohan Bagan ?
Posts in category Value Pickr
Hitesh portfolio (07-09-2023)
Hitesh Sir, Which chemical stocks are you tracking. Could you please share?
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (07-09-2023)
Nothing much happened in AGM. There were only 2 questions asked.
from Vivid memory: Annapurna is a Bharat story and not India story. They would continue to grow in rural India. Per management, there is huge scope (vacancy by bigger peers) ahead in rural areas, so their focus would be mostly in that.
Noodles SKU would be their prime focus this year.
UP would be their next big market. Mathura plant (contract manufacturing) would be the growth driver.
Piramal Enterprises Ltd (07-09-2023)
Source Link: BSEINDIA
Seems Acceptance will be atleast around 22.5% for most holders, if they have submitted more than their entitlement.
L&T – Bluechip, Value play, Digital giant in making (07-09-2023)
This is a HUGE order.
AllCargo Logistics – Are good time ahead? (07-09-2023)
You are correct
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Allcargo Terminals operate CFS and ICD terminals. It would be comparable to Container Corp India and Gateway Distriparks. The only difference is they don’t own any of the CFS/ICD land, but lease it from various parties including TransIndia Real Estate
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TransIndia Real Estate. It is hard to find a comparable company in this space. This acquires suitable land, gets all the necessary permissions, and then develops it (builds access roads, infrastructure, etc.) to be suitable for use as CFS, ICD, and logistics parks. It then leases it to companies such as Allcargo Terminals. It also sells developed CFS real-estate to infrastructure funds such as Blackrock for a mark-up.
Apar Industries (07-09-2023)
Is #Aparindustries running based on the numbers or is it just hope/story pumped in ? Lets find out.
With Revenues growing Gross profitability growth has infact out outperformed sales growth(1/5)
Disc-Invested since 2019. pic.twitter.com/773cGMVslc
— Gururaj Koteyar (@Gururaj2083) August 21, 2023
Amber Enterprises – AC Contract Manufacturer (07-09-2023)
#amberenterprises When the 10 year cash generation is less than capex and Acquisitions then higher levels of debt and equity dilution is the only way to go! pic.twitter.com/DdrhW5sEuX
— Gururaj Koteyar (@Gururaj2083) September 4, 2023
Garware Technical Fibres (Earlier: Garware Wallropes) (07-09-2023)
Garware tech fibres- Reversed the Geographical mix altogether,very few have been able to achieve this.
Disc: Not invested. pic.twitter.com/PUoW0TeO1a— Gururaj Koteyar (@Gururaj2083) September 4, 2023
Garware Technical Fibres (Earlier: Garware Wallropes) (07-09-2023)
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