This has reached 500 level now, market has gone crazy, as the stock took so much time to list.
Posts in category Value Pickr
CG Power & Industrial Solutions – Capable management, good business & industry tailwinds (11-08-2023)
Recent interview of MD
Expect Market Share In HT Motors To Move To 20% From 16% Currently: CG Power & Industrial Solutions
Recent Investor PPT
86ed4552-cfb8-4855-940b-fea42d411df2.pdf (3.0 MB)
Insightful to understand business and near term as well as long term prospects
Tasty Bites: A proxy play to India’s QSR industry (11-08-2023)
Tasty Bite Eatables Video Recording of 39th AGM held on 09 August 2023
Shivalik Bimetal Controls Ltd (SBCL) (11-08-2023)
Thank you for sharing. I will remain on the sidelines regardless of any index additions until I feel confident about the valuations.
Oriental Rail Infrastructure Ltd (11-08-2023)
Can some one share view on Oriental Rail Infrastructure Ltd ?
Invested
Sika Interplant Systems Ltd (11-08-2023)
SIKA – 117Cr new order cumulatively
Tracking the AI Disruption: Impact and Benefits for Businesses (11-08-2023)
This is awesome, thank you for offering.
I copied the data from the screener and in Chat GPT I used the prompt for Generative AI to get an analysis done.
Delta Corp – A huge but risky opportunity (11-08-2023)
Again new date.
Order:
- List the matter on 22nd August 2023 for directions.
- Ad-interim relief granted earlier to continue until the next date.
CarTrade Tech – A Multi-Channel Auto Platform (11-08-2023)
ESOP is not a as big issue as management. If I remember correctly, in on one ESOP grant – fair value is around 800-860 INR/ share so they had to book cost based on this. If stock price is itself comes down from that price than actually it less cost than what they have booked in PnL so in a way company was making a bit more profit than it had reported. In stock market, you have to nimble and always try to see what is value and price and difference between them. at around 350-400 it was good value (not great!) but after acquisition of OLX and as I do not have much information on the same so it hard to value. Last ESOP grant had exercise price was around 470 INR/ Share so at that price employee get the stock.
There is one more thing – if unallocated ESOP expires then company can change exercise price with shareholder approval so you want to keep this in mind.
Need more details on acquisition as they have spent almost an half of the reserve but at this moment they are saying that they can disclose after transaction close.
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-08-2023)
Please don’t miss Depreciation adjustment vs last qtr.