Based on the forecasting by Value vessel we could see a surge in supply side of Tankers and LPG specifically VLGC. Given that GE is sitting on a huge cash reserve with minimal debt it would be interesting to see how they play this out. We can probably see further capacity expansion down the line.
Posts in category Value Pickr
Smallcap momentum portfolio (18-05-2024)
Same dates considered similar to Microcap
12 months date :19/05/2023
06 months date: 17/11/2023
Election Punts: If we get a strong government in 6 months (18-05-2024)
Interesting thread & glad to have come across it right now.
Amazing to see Adani stocks as possible beneficiaries pointed out back in 2013.
As for the overall conversation, quite a lot of what didn’t fructify in the 1st term, happened in 2nd term, along with some more industries that weren’t on radar.
Might be interesting to crystal gaze for the next 5 years.
Shilpa Medicare -Racing away on the Oncology API highway! (18-05-2024)
Exciting News Alert from Shilpa Medicare Limited!
We are thrilled to announce a significant milestone at Shilpa Medicare Limited!
“ Clinical Trial Announcement for SML 007”
Our groundbreaking drug, “SML-007”, designed to combat non-alcoholic fatty liver disease (NAFLD), has successfully completed its early clinical development phase and is now in the midst of an ongoing Phase 3 clinical trial.
What makes “SML-007” stand out? It’s an orally administered medication with revolutionary benefits surpassing conventional bile acid drugs. By reshaping bile acid synthesis and stimulating liver FXR signaling, it offers a promising pathway for NAFLD treatment. Moreover, its action through the adiponectin receptor pathway showcases unparalleled potential in combating inflammation and fibrosis.
Why is this significant? NAFLD affects a staggering 25% of the global population, with 14% progressing to the more severe non-alcoholic steatohepatitis (NASH), posing serious risks of liver fibrosis, cirrhosis, or Liver cancer.
Our dedication to advancing healthcare through innovation is evident in the development of SML-007, which holds the potential to revolutionize the treatment landscape for liver disease
Corporate Fraud/Misdemeanor – Public Domain – India lessons (18-05-2024)
Promoter is selling like there is no tomorrow. Everyday they sell something…Now latest resignation of secretarial auditor. Many red flags…
Medi Assist Healthcare Services Limited (18-05-2024)
Q4 Con-call Highlights (FY24)
- The health insurance sector in India is growing, supported by government initiatives like the aim to enable insurance for all by 2047. This will have a positive impact on the insurance industry and TPAs like Medi Assist.
- Medi Assist’s total premiums under management grew by 30.7% YoY to Rs. 19,550 crores as of 31st March 2024. The group segment grew 30.4% and retail segment grew 33.2%.
- Medi Assist’s share of the industry’s health insurance premiums increased by 86 bps to 19.6%. For group business, it was 30.4% market share (up 299 bps) and for retail it was 5.5% (up 50 bps).
- Key financial highlights:
- Q4 FY24 total income grew 32.9% YoY
- FY24 total income grew 25.8% YoY
- FY24 operating revenue grew 25.7% YoY
- FY24 profit after tax (excl. exceptional item) grew 22.6% YoY to Rs. 92.3 crores
- The company maintained a high group policy retention rate of 94.7% in FY24.
- It processed 3.6 million outpatient claims in FY24, improving cash utilization.
- Medi Assist aims to integrate recent acquisitions and achieve pre-acquisition margins of 23-24% in the next few quarters.
- The company has a strong cash position of Rs. 245 crores despite acquisitions worth Rs. 135 crores during the year.
Atma Nirbhar Bharat – Stock opportunities (18-05-2024)
Smallcap momentum portfolio (18-05-2024)
Thank you for your reply, please confirm the date considering for calculation. I have posted the dates in midcap thread.