That was just a peanut thrown to keep the shareholders quiet. The real deals are Jio and Retail and green energy (whenever they invest serious money in it)
Posts in category Value Pickr
Microcap momentum portfolio (23-09-2024)
@visuarchie index is being rejigged (55 changes) information where to find it out.
Skipper Ltd., (Power and Water) a moat in making? (23-09-2024)
Can you share the entire report?
Congratulations to all holders, today was a great day.
NPST – Technology Provider for UPI Tech (23-09-2024)
You are right.
This is the trend since Jan.
Cosmos Bank
Jan 43.80
Feb 44.02
Mar 44.71
Apr 61.64
May 71.19
Jun 260.4
Cosmos Coop Bank
Jul 297.65
Aug 60.039
Thing to watch out for is, market would be looking for a explanation for this sudden change in trend, because it’s priced for growth (isn’t it ?) If there is a rationale explanation, then this could be a good buying opportunity?
Sakar Healthcare – Tiny Pharma Company for promising Growth ahead (23-09-2024)
I just checked the DuPont Analysis of the company to see ROE Breakup.
The company’s leverage is increased and asset turnover has decreased.
(Source: Finology Ticker)
So be careful.
Concord Control Systems – An SME railway stock (23-09-2024)
I think CCS is in a sweet spot particularly after the acquisitions of Advanced Rail Controls Private Ltd, Progota India P. Ltd, Concord Lab. The solutions provided by these companies seems to be game changer for this company.
The order book is very healthy. No wonder the management has aspired 40~50% revenue growth for next 3-5 years. A 40~50% growth in FY 25 with a 23~25% EBITDA margins.
Disclosure: Invested and biased
Sakar Healthcare – Tiny Pharma Company for promising Growth ahead (23-09-2024)
Sakar is not doing any Concalls. But here’s a good news:
Company is presenting at Bharat Connect Conference – Rising Stars September 2024.
It will be taking Questions as well.
Timing is 26th September, 2-3 pm
Here is the Registration Link:
Its totally free, thanks to Arihant Capital.
Enjoy.
Oriental Aromatics (Earlier: Camphor & Allied Products Ltd) (23-09-2024)
Agree to your points. I have taken position based on macro and technical factors which you mentioned, Brazil is going through sharp downturn and many farmers have left Pine Tree tapping, it will be sometime before it revives. This will keep camphor prices elevated, I am banking on B2C sales which will help margins and promoter buying 4% of the company indicated to me that things may turn in medium term.