Thats right . Hope you got it @Pickett . Families go in April - May and you will see the difference in Q1 Results.
Posts in category Value Pickr
Sahil’s Portfolio (19-05-2024)
Love it ! Reminds me of a dialogue from Matrix " You see, there is only one constant, one universal, it is the only real truth: causality. Action. Reaction. Cause and effect."
Causality is inherently linked to decision-making, as causes let us better predict the future and intervene to change it by showing which variables have the capacity to affect others
Devarajan’s Portfolio (19-05-2024)
Hii , Sorry for the late response.
Regarding the Gas Sector , it is a priority sector for Government considering the announcement for Piped Gas for households. It is a Big Market and very difficult for new companies to enter as it required huge infrastructure. My thesis is still intact for IGL which has some sort of pricing power and is available at good valuations with Good Dividend Yield. Regarding disruptions due to EV , definitely it is a challenge but still not any meaningful impact has been seen due to EVs. Moreover the Piped Gas for Household is a big Consumption Market which can mitigate the impact of EV.
Definitely the sector has Government Interferences and Regulations (Latest Being Price cut for GSPL Pipeline by Regulator) and thus these companies will find it harder to get valued richly. Disc: I hold IGL
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (19-05-2024)
While India is blessed with Adequate sunlight and wind and huge land mass to set up solar panels and wind mills to produce renewable, and also we have sufficient water to Electrolyse and produce green hydrogen, our strategy is more broad based than many other nations like Japan , Singapore , Europe where all the above said enablers ingredients required to produce Green hydrogen may not be there. Japan and Singapore are just islands, Highly dense population with hardly any land mass. European nations are very small though highly industrialised donot have the adequate sunlight and wind.
So , if we exploit the opportunities, Indian can become a export hub for green hydrogen and Green Ammonia. And I think we have initiated our broad based plan as per the link below of MNRE.- please refer the last link.
we have a 20,009 INR crore plan to start with with direct subsidy incentives for green hydrogen, we have pli scheme for electrolyser , shipping hub, Green hydrogen hub across select locations, we have mobility project , low carbon steel pilot project , CBG to hydrogen , coal gasification with CCUS, Allocation R&D, Allocation for Ammonia and a host many other things we have started to build Green hydrogen ecosystem.
what are the Green hydrogen Strategies being adopted by different nations ?
They may not have a broad based plan like ours but these countries are also coming out with strategies to produce / import / export / trade in Green hydrogen. For example Japan is coming out with a 15 year plan , Australia for a 10 year plan…But we donot know the enablers. May be they would do that in due course
https://www.hydrogeninsight.com/production/australia-unveils-new-green-hydrogen-subsidy-for-every-kilo-of-h2-produced-over-a-ten-year-period/2-1-1643884
…
https://www.hydrogeninsight.com/policy/hydrogen-headstart-more-than-3-5gw-of-australian-green-h2-projects-shortlisted-for-1-35bn-of-subsidies/2-1-1575116
Brookfield India Real Estate Trust (BIRET) – Institutionally managed REIT (19-05-2024)
Hi, Can you clarify Point 3? Where can we get this info (promoter’s contribution and vacant properties)
Thanks
Smallcap momentum portfolio (19-05-2024)
How will this change the current working excel?
Please explain @visuarchie
Microcap momentum portfolio (19-05-2024)
I was going through some articles and video where they have clearly indicated that EMA is a better indicator than DMA. This gives more weightage to near data than old data.
Hence, from next week onwards, I will use 50EMA and 200EMA data as indicators.
This will be applicable to both momentum pfs.
Smallcap momentum portfolio (19-05-2024)
I was going through some articles and video where they have clearly indicated that EMA is a better indicator than DMA. This gives more weightage to near data than old data.
Hence, from next week onwards, I will use 50EMA and 200EMA data as indicators.
52 week highs and all time highs strategy (19-05-2024)
BKT came out with good results, with improvement in profit margins. It just crossed its 3 year and All time high. Looking good on both technical and fundamental fronts. Any expert opinion on the set up please? @hitesh2710
Vinati Organics (19-05-2024)
The time has arrived (Again)
Vinati reported better than expected results in Q4FY24 with highest ever quarterly EBITDA. While YoY performance is flattish, there has been significant improvement sequentially. The company seems to be back on track after 3 quarters of weak performance. After 3-4 quarters of subdued demand in ATBS due to destocking by the customers, ATBS has shown strong recovery. Though the company has been diversifying into new products, ATBS still remains largest profit contributor.
Even if one conservatively assumes, no further sequential improvement in the quarterly profit for next 4 quarters, FY25 PAT could increase by 29% (to Rs.104.5crx4 = Rs.418 crore). There are further triggers for revenue and profit growth for forthcoming years due to expansion of ATBS (by 50% of existing capacity) as well as for few other products getting completed during FY25 and ramp up/recovery in other molecules.
Management has guided for 20% revenue CAGR for next 3 years and indication of stable EBITDA margins. This looks achievable with possibility of positive surprises in my personal view. The stock return has been zero during last 3 years due to subdued earnings, delay in expansion projects and significant jump in stock price in earlier years. However, worst seems to be already over and there is visibility of earnings growth resumption. TTM PE is 53x, 5-year median PE is 48, 10-year median PE is 36. Stock may optically appear expensive on TTM earnings (which were depressed); BUT demonstrated track record, cost leadership and more importantly visibility of decent earnings growth, make me positive about the prospects.
Disc: Invested. I am not SEBI registered Advisor/Analyst. My view may be positively biased. I am not suggesting any investment action. The information provided above is for education purpose only.