Tata Consumer Products missing??
Posts in category Value Pickr
Prevest Denpro Limited (26-08-2023)
I don’t think they want to delegate the marketing function to the other company.
Dental products is a product category where distribution commands good margin. Even Ecom operations are profitable, as per Dentalkart numbers. My own view is that the subsidiary can become a marketing company or Ecom operators supplying dental products of various companies, including that of Prevest. This business looks good, profitable, within the competence of promoters and growing- the subsidiary has been incorporated for this trading.
NOCIL Limited ~ One-Stop-Shop for Rubber Chemicals in India (26-08-2023)
Abhishek Jain of Arihant Capital research has recommended Nocil for buying recently.
Group of stocks under each Corporate Houses (26-08-2023)
Thanks for the alert. Made changes and added some.
Cafe Coffee Day – Will you Date? (26-08-2023)
Mail id given for investors to AGM is wrong
Tweeted on CCD profile , they have been dragging feet on bank debt for long and if no clarity by AGM will sell
This will also be last investment in any stress assets
Growth companies with high ROCE mega trend are far better value creator with less stress
Will participate in AGM
NOCIL Limited ~ One-Stop-Shop for Rubber Chemicals in India (26-08-2023)
China will disturb few more qtrs bcoz of their low domestic demand & dumping products in Asian countries & other places, but how much China is going to make losses in near term, so sales may come back but few qtrs is going to be disturbed or flat sales, may be the worst part mkt has already discounted,
One value Investor or Group of value investor, which is better? (26-08-2023)
Great lecture by Li Lu.
Group of stocks under each Corporate Houses (26-08-2023)
Why Sajjan Jindal Group companies are listed under Murugappa Group?
GHCL – Soda ash & home-textiles player (26-08-2023)
Disclosure. Holding from 166 levels with almost 7years of holding. Views may be biased& major part of highly concentrated Portfolio.
Group of stocks under each Corporate Houses (26-08-2023)
Thanks for the alert. Have made changes in Max group.
Will try to create a Google sheet.