Major hit to the company- Creditors of the Chemical division have dragged the company into NCLT as a result of the recent fraud case~
Core operations should remain un-disrupted as a result of chemical segment being under a separate subsidiary.
Posts in category Value Pickr
Just Dial: First Mover of Indian Local Search Market (25-09-2024)
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.icicidirect.com/mailimages/IDirect_JustDial_CoUpdate_July2024.pdf
Trading at 20x FY25 and super cheap in the context of the current bull market
MSTC Ltd.: Growth through to E-Commerce (25-09-2024)
Do you guys know anything about recent selling?, is it because of this above disinvestment?
Shivalik Bimetal Controls Ltd (SBCL) (25-09-2024)
Thank you @Donald da for the writeup. This summarizes the major questions. The queries that I have are follows
- We know that by 26-27 onwards California, EU , UK are pushing NEVs ( BEV and PHEVs) by various regulatory push. As far as I understand that there are no changes in those. Will we start to see higher capacity utilizations due to that as we approach CY 26-27.
- Second concern is that OEMs as a means to diversify their supply chain have started approving Tier 2-3 suppliers outside of China. Are we a second source / third source supplier for the Tier 1s. If yes what are the ways that we can become 1st source.
- Has there been any interest for shunts from BMS manufacturers dealing with utility level battery storage ( also called BESS )
- How does the IP work in the shunt space? e.g. If an OEM approves some shunt designed which you have manufactured and optimized, do you also protect the manufacturing process via patents ?
I will update more questions as they come to my mind
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (25-09-2024)
In the below tracker, I have started tracking important company goals for Ceinsys. 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-4.xlsx (156.0 KB)
Sealmatic India Limited (25-09-2024)
Similar high talking announcement like previous ones without specifics. Without value being called out or even an estimate provided, it is difficult to judge the runway for Sealmatic from this engagement. Hope to see some specifics released.
Jubilant Foodworks (25-09-2024)
I think POPeyes has huge scope for growth
SG Mart- Can it successfully create a marketplace? (25-09-2024)
Answer is already in your question.
For rent a car , where we have to go? I will go to Ola or Uber because it is easy and convenient. Ola or Uber is a brand and we know it. Similarly, APL Apollo is a brand and SG Mart is going to do same thing like Ola or Uber in its field.
SG Mart- Can it successfully create a marketplace? (25-09-2024)
Steel service centre are like big retailer, they slit and supply as per customized requirement.
Highly unorganised industry with only local players i.e not even state level players. The bigger you are the better terms you get from manufacturer.
With a highly capitalized company with experience in steel there definitely is a case.
The growth in 1 yr is testament to their model.
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (25-09-2024)
can you please share the full report?