Well it would be good if KITEX comes with QIP or Rights issue but the problem is execution, since there are some visible signs of operation of plants in Telangana , this finshot would be good.
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (01-10-2024)
As someone who invests a lot in small caps and has seen many up and down cycles, my take is that corrections should be expected and welcome and NOT feared by retail investors.
Thing with small caps stocks is that when they are in a bull run and making new highs every week or month, no one stops and wonders if it’s normal for a stock to give 2-3x returns every year when underlying earning growths are nowhere close… Or how much story market is pricing in and how much of price is just bubble.
In bull markets many take those crazy stock prices rises as a given and not a matter of concern. And when money starts exiting at insane valuations we feel scared (instead of being happy) thinking something is wrong with the market.
So it’s a problem of expectations. Mean reversion is par for the course for stocks and over a period of time, price corrections will happen for every stock to reduce gap between valuations and earning growth. At the same time companies with earning growths will never disappoint their investors regardless of the market cap, interest rate cycles, fed actions, liquidity etc.
So if one is confident of their portfolio companies doing well on earnings, they need not be afraid. Even if the stocks correct they will recover quickly to make new highs. However if one just bought the stocks because they were running and big (or dumb) money was chasing them, then one needs to be very cautious because without conviction fear can take over very quickly resulting in all sorts of reaction to news flow.
I generally welcome corrections because it allows me to buy more of the stocks that I have in my portfolio and increase my allocation at lower prices in case I missed out on betting big on a good opportunity.
Auto Industry in India – We had a chequered Past, can we expect a bright future? (01-10-2024)
The subsidy was not meant to be there for ever. The EV 2 wheelers have to stand on their own. The Govt has done its job of supporting for last 5 years.
This is known to all.players. So every company has action plan of reducing cost. Economy of scale also plays a major role in cost reduction.
2 wheeler scooter by now is becoming a matured product which would grow on its own. Every player has a EV scooter and that would continue to drive the market.
When CNG buses were introduced , govt gave a subsidy for 5 years and thereafter CNG as a product well received by the market and it is growing in leaps and bounds along with CGD.
in a similar fashion EV 2 wheelers will grow along with charging infrastructure
BSE (Bombay Stock Exchange)- Bet on Financialization? (01-10-2024)
any idea if this can benefit CDSL also?
BSE (Bombay Stock Exchange)- Bet on Financialization? (01-10-2024)
One Exchange Only One Benchmark Index Weekly Expiry is here. Nov 20th 2024 onwards
+ve for BSE
How to register with SEBI as a Research Analyst? (01-10-2024)
Does anyone know what are the graduation degree acceptible by SEBI after these new rules?
They have mentioned graduation in ‘specific degree’. Not sure what that means?
ValuePickr- Mumbai (01-10-2024)
Can you accept my request to join group
InterGlobe Aviation – Indigo (01-10-2024)
- It is the second reduction in Aviation Turbine Fuel (ATF) in 30 days. In past 1 month, total reduction in ATF prices has been roughly 10%.
(While our petrol and diesel costs same…! 
)
Navin Flourine International (01-10-2024)
Thoughts on NFIL and the Specialty Chemicals Sector?
The Specialty Chemicals segment is navigating a challenging landscape:
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Agrochemical Destocking: While destocking seems to have eased, Chinese competition remains a significant concern, especially with their increased capacity and integration, threatening margins.
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Global Innovator Strategy: Many global innovators are focusing on greater front-end integration and building more resilient value propositions to protect against competition from generic Chinese companies. NFIL is prioritizing staying in the supply chain of these innovators, even if it results in short-term EBITDA margin sacrifices, to ensure long-term profitability and relationships.
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Management Outlook: Despite ongoing competition from China, the Specialty Chemicals division aims to ramp up production to gain operational leverage. The agro-specialty plant (Capex ₹5.4bn) is expected to be commissioned by October 2024, with a firm order covering 50% of its capacity. While pricing for the dedicated customer is fixed in the first year, non-dedicated volumes remain subject to price fluctuations.
What are your thoughts on NFIL’s strategy and the impact of Chinese competition on the Specialty Chemicals sector? How do you see the near-term margin pressures playing out?