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Posts in category Value Pickr
Deep Value Portfolio (25-08-2023)
which company are you talking about?
Semiconductor world – CPU/GPU Wars (25-08-2023)
My simple way of looking at the valuations based EV/Sales(TTM)
Nvidia 35.5x
AMD 7.36x
Intel 2.98x
Industry avg: 4x
Intel: A risky buy, as future growth is not yet visible.
AMD: Downside is limited and there is huge upside potential if things work as expected from Q4 with MI300.
Nvidia: Downside is possible, but upside is still reasonable in the long run. Although it looks overvalued, I believe the downside is limited given the demand for H100 and they also future ready with autonomous automobile pipeline.
Disc: Already have a small position in Nvidia(at 153), planning to take a position in AMD(I feel there is nothing much to lose here! and can wait for an year without any expectation)
Avantel (25-08-2023)
A decent share of orders is likely to go to Avantel from this.
Kanchi Karpooram Ltd (25-08-2023)
Stock price is keep falling…Is this because of material cost price
CCL Products (25-08-2023)
CCL Intimation.pdf (648.3 KB)
B C C Fuba India Ltd: PCB Manufacturing Nanocap (25-08-2023)
“To support our aim and vision, the Management has undertaken a massive expansion drive under which many new machinery are being brought in. The activity also entails the infusion of more working capital so as to take the company to greater heights and strengths.”
“Due to this there is large surge in the demand for e-mobility devices, equipment’s, services
and infrastructure etc. we are proud to inform that we are currently engaged with many of India’s major Electric vehicle manufacturers and are regularly supplying to them. We are confident to become market leader in the sector in the near future.”
This comes from the latest annual report. Important to understand what the “massive expansion” implies. Also, it seems that fund raising is on the cards.
Disclosure: Invested
Indiabulls Housing – A compounder from here? (25-08-2023)
I am not trying to bring any new anti-thesis here. You shared few points in above replies which you didn’t elobrate enough, so I am trying to understand more.
I am invested. I have my own share of likes and dislikes with the company. You can read past replies for my concerns
Kovai Medical Center and Hospital – Health and Wealth (25-08-2023)
Any timeline or updates on debt repayment?