Posts in category Value Pickr
Inflame Appliances (30-05-2024)
The results are out.
- The company is still in the realm of over-promising and under-delivering
- I saw the movement starting at the HYD factory for the first time. Till now there have been promises about the HYD factory. Now at least 20000 chimneys were delivered from HYD.
- Capacity utilization at Panchkula is at 60% and Hyd is not even at 8%
Marksans Pharma- Can it be the next Pharma Biggie? (30-05-2024)
Any idea what caused this degrowth in revenue in last qtr? Should we be comparing it QoQ or YoY?
SmallCap Hunter : Trying to find the dark horses with triggers (30-05-2024)
Very high risk, had defaulted to banks. Could be now a turnaround story. Attached report gives some more details.
CreditAccess Grameen: Traditional MFI model, efficiently operating at scale (30-05-2024)
Hi Guys,
I am new to the entire value investing thing and while I was scouting for stocks to invest and found out CreditAccess. However, I am confused with the recent price movement of CreditAccess.
While I understand that there is ambiguity due to RBI’s stance on NBFC and MFI, however, I felt that this stock has fallen sharply compared to other peers in the industry.
I was trying to list down possible reasons for the same:
- RBI policies [impact seen in the entire industry]
- Increasing D/E [?]
- Future guidance towards the cautious side [?]
- Increasing NPAs [?]
- Also, this industry is cyclical and we are at the cusp of a “bad cycle” now [?] …somewhere increasing NPAs would point towards that [?]
- Election uncertainty: I noticed that a few politicians are talking about loan waivers [?]
IMO, the scrip looked strong fundamentally and rudimentary DCF shows that the stock is undervalued by 20-25%. Also, whenever the fed rate cuts happen, it would have helped with the overall growth of the industry as well.
I was surprised to see a sharp correction of this stock even with good Q4’24 results.
It would be helpful if someone who has a strong understanding of MFI or tracking this stock for a longer period could present their hypothesis.
Thank You.
Narayana Hrudayalaya Ltd (30-05-2024)
Im expecting it to bounce back from this level,
Looks like there was a gap to be filled.
Will hold till 50dma crosses 200 dma
Disc. No reco
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (30-05-2024)
can anyone help with detail break down of provisions done on warrants and tax !!! sudden rise in expenses have gone by 24%!!
Monte Carlo Fashions-Branded Apparel Stock at Good Valuation (30-05-2024)
I refrained from buying Monte Carlo despite low valuations because I observed such brands stores are located on 2nd or 3rd floor of a typical mall. When someone reaches that floor, either he/she has bought clothes already or there is no intent to buy by then and go to a food court
Even the store aesthetics were not great to appeal consumers.