Posts in category Value Pickr
Concord Control Systems – An SME railway stock (28-06-2024)
Could you share the reasons why you think so?
Concord Control Systems – An SME railway stock (28-06-2024)
(post deleted by author)
Indian Defense Sector (28-06-2024)
What can be proxy benefactors of the move by the government? Can anyone throw any light on it?
CMS Info Systems Ltd (28-06-2024)
Although the receivables are increasing YoY (almost 27% of total assets and this percentage has increased YoY), the cash conversion cycle is -401 until March 2024. This is because the payables have increased more rapidly. As a result, CFO is healthy with CFO/PAT more than 100% and CFO/EBITDA more than 73%. One thing that caught my attention is the zero promoter holding in the company (around 6% shares are held by Rajiv Kaul as a super investor). I am trying to find the reason behind the promoters selling their stake.
PS : Studying the company. Was keen on buying it but now a bit reluctant as better opportunities might exist in the market.
Concord Control Systems – An SME railway stock (28-06-2024)
Highly risky bet my friend!
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (28-06-2024)
I think they had some inventory left - so numbers will be better from Q4 and much better from Q1 of last year
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (28-06-2024)
Looking at this year heat wave and massive transformer failures, I am expecting, good units might have been sold. A Wild guess. Let’ see.
Indian Defense Sector (28-06-2024)
Customs duty exemption on defence parts extended for another 5 years
The move will enhance output of defence equipment/ machinery. The beneficiaries will be all defence equipment manufacturing companies
India can not become atma nirbhar bharat overnight it is a gradual process. Till that time we continue to.import parts to increase our output and export value added products or fully assembled products.
For example , Prachand helicopter engine by HAL has currently 45% indigenous content and aiming to increase to 60%