What purpose this thread serves? How are you going to track & make changes whenever there is change in promoter group? Does it merit the precious space of the forum?
Posts in category Value Pickr
Group of stocks under each Corporate Houses (27-08-2023)
NDTV is also adani group now
Capacit’e Infraprojects (27-08-2023)
Looks like Ratings have now been changed to stable from negative implications. There was mention in con call that ratings upgrade will happen but since the outlook alone is changed for now is this negative for the company?
StageInvesting +Elliot Waves (27-08-2023)
Could anyone throw some light on the charts of HG infra/PNC Infra/Capacite Infra?
Hindustan Aeronautics (HAL)- India’s Largest Defense Company (27-08-2023)
Looking at the above numbers. Since 2017 Sales has increased by over 50 percent i.e around 9000Cr while the Material Cost has remained the same, just around 200Cr addition to Manufacturing cost and around 700Cr addition to Employee cost.
What should one make out of this? Doesn’t these numbers say that HAL is more of an integrator/assembler than a manufacturer?
If that’s true, it’s a good business wrt return ratios but then the only moat that remains with HAL is that it is able to procure orders from the government.
DroneAcharya Aerial Innovations – a new age business (27-08-2023)
Only a subject matter expert can truly comment on it but from article alone, it seems of limited immediate commercial value right now. The article does not say if they are the first one to do this, so it is probably a first for them but not for the world. If it was a valuable invention, they would patent it but there is no mention of any patent or a big market opportunity. The challenge in rocketry is to go higher and carry heavier loads, and in that, this one is a first baby step. Also note it is a reusable rocket launcher and not the rocket itself. From a cost perspective it is the rocket which occupies major chunk of the cost of the system and not the launcher. So, this is probably a good bragging point for the company as proof of their technical prowess more than anything else. Anyway, I could be completely wrong, so please do your own research.
Power Finance Corporation Limited : Rare profit making PSU? (27-08-2023)
were can I find name of the companies PFC lend to?
Yash Pakka – (Previously Yash Paper) – Rising from ash (27-08-2023)
In the concall …they mentioned that they tried the vendor in Bangalore but eventually it dint work out so they stopped exploring further.
I agree lots of trials…but then I don’t expect too much from a company of that scale.
Their resources , their might is limited …they are expanding their horizons. They are taking that leap of faith to expand more than 100% of their current capacity.
To me it would be more prudent to watch out that in which direction they are moving. Certainly they are venturing into something new and lots of trails and rework is expected. Very difficult to get it right in first few shots…
They are learning and evolving…But imagine down the line what scope that learning offers…the end result a product in market…revolutionary…and it has huge demand.
ESG theme…every company wants to do something environment friendly…They can impact/change the packaging story big time.
Group of stocks under each Corporate Houses (27-08-2023)
Very helpful list. One change: Mahindra is not in cie automotive
Group of stocks under each Corporate Houses (27-08-2023)
Very helpful list. One change: Mahindra is not in cie automotive