watch it from 19:20 onwards
Posts in category Value Pickr
Great articles to read on the web (29-09-2024)
Thanks for Sharing!
The post has many pearls that can be implemented through the investing journey.
Samhi Hotels – Turnaround with Tailwinds (29-09-2024)
In the below tracker, I have started tracking important company goals for Samhi. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-9.xlsx (157.8 KB)
Kitex Garments Limited (29-09-2024)
- Acquisition of Sister concern Kitex Childrenswear Limited and Combined entity will have topline of 1800 Crores.
- Telegan 1st Unit productions will start from April 2025.
- 2nd Unit at Telegane from April 2026
Singer – Possible turnaround a.k.a. Symphony (29-09-2024)
@SougataG; Even I can not answer your question appropriately except citing the facts from screener dot in
- Company has transformed away from Manufacturing, where the contribution in FY23: was “Sale of Manufactured Goods ~4%(https://www.bseindia.com/xml-data/corpfiling/AttachHis/6afe1b0f-835e-470f-9496-414ed63a422b.pdf#page=94). Rest was from Sale of Traded goods ~96%. So ,
Newer focus is on 6 categories including JMG, Fans, Cooktops, Water Heaters,Washing machines and Air-Coolers. - Segment wise Revenue – FY23:from Sewing machines and related accessories was ~ 68% and from , Domestic appliances ~32%
- The Co, is embarking upon the strong brand and the recall value. They plan a dedicated approach to product improvement, both in terms of quality and range, which will be backed by marketing initiatives, after-sales service and quality improvement.
discl. Have a tracking position for the last 7-8 years.
IRB INVIT TRUST- new game in the town! (29-09-2024)
ofc, it’s as risky as equity everyone knows that, I thought that was common sense. When I mentioned AAA it was shorthand for adequate liquidity and solid assets. wouldn’t write down every redundant detail in every comment about InvIT as an asset class.
Prataap Snacks Ltd – Set for a crunchy bite! (29-09-2024)
Authum Investment & Infrastructure Limited and investor Mahi Madhusudan Kela are set to buy a significant stake in Pratap Snacks Ltd.
The acquirer and PAC have entered into a share purchase agreement dated September 26, 2024, with the sellers, pursuant to which the acquirer has agreed to acquire from the sellers 1.02 crore equity shares of the target company for ₹746 per equity share for an aggregate consideration of ₹846.60 crore,” said the company in the exchange filing.
Apart from this, the company has also announced an open offer to acquire a 26 per cent stake in the company from the market. The acquiring entities made an open offer for 62.98 lakh equity shares, representing a 26 per cent stake for ₹544 crore at a price of ₹864 per share, as per the filing.
Great articles to read on the web (29-09-2024)
Good discussion of Current Markets on Market Masters with Manish Chokani – CNBC TV18
Krsnaa Diagnostics – what is the diagnosis? (29-09-2024)
Why FII and DII are decreasing their stake in this Company…???
FIIs + | 6.00% | 4.44% | 4.49% | 4.27% | 4.06% | 4.14% | 3.39% | 5.69% | 3.68% | 3.44% | 3.34% | 3.33% |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DIIs + | 30.16% | 30.14% | 28.64% | 27.36% | 20.43% | 19.41% | 18.49% | 19.77% | 18.73% | 16.59% | 15.37% | 15.26% |
Public + | 36.45% | 38.04% | 39.49% | 40.98% | 47.71% | 48.65% | 50.33% | 46.74% | 49.79% | 52.94% | 54.27% | 54.23% |
Disclosure: Already exited 2 years back…
MAS Financial Services – High RoEs, Decent Growth (29-09-2024)
@aadhar.aggarwal This real good. Seems you have picked upon each of statements of KG from a CBNC interview / transcript and tracking it like a hawk.