Posts in category Value Pickr
Simple Investing (22-09-2024)
I may come across as with an opposite view, but I have to express my thoughts on this.
Our ultimate goal in investing is increasing our capital. To do that, we need to keep on upgrading our methods and strategies. When we start our investment journey, we come across some style of investing, which we follow and may fall in love with that strategy. But sticking to it and not improving or giving chance to ourselves to learn new ways and styles will defeat the purpose. Profit maximization is the core principle of capitalism. To do that, we need to expose ourselves to most of the methods available and then work on them to finetune it which is most efficient and effective. Evolution of mankind and the technology is on the basis of foundation of not getting satisfied and keep innovating and learning new things and new ways. If we stop that, we will become mentally old.
For momentum style, I happen to read about it quite a bit, and many will be surprised that momentum strategy is the oldest investing strategy , starting from Dutch Market. Then it was followed by Technical and just recently from 1929 onwards, from Benjamin Graham and Warren buffett, fundamental style became popular. So that way, we tend to think fundamental is old and momentum is new…but in reality its opposite.
P.E. Analytics Ltd (PROPEQUITY) – Another Data Analytics Platform for Real Estate Players (22-09-2024)
i have few hypothesis for your queries, which may or may not be true.
This is the problem for any type of directory service-based business or educational content based revenue type (selling courses),
so I think one they won’t be giving any download option or based on extra charges they may allow, making difficult to copy or scrape the data (Ex: LinkedIn) like legal clause to go against scraping and such I guess or you can completely block the scraping bots
Second is value addition although not at drastic level but keeping the customer through maintaining it s digital history of their notes and things like that, all are subtle , or creating the reports for the banks integrating with either products (I m just speculating how they may retain the customer)
this may be liked to your other point, I agree with you that it may be closely related to the real estate market,
so may be to reduce the dependency on this real estate cycle they may venture into other countries (again speculating)
all of this can be clarified on con call or AGM meeting
Omfurn India Ltd (22-09-2024)
AGM Proceedings:
Points from the doc:
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Order Book:
Sales for FY 24 was Rs 80 cr and the order book is Rs 130 cr (as of Sep 24)
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FPO Capex:
Comany mentioned to have their Trial run in September 2024 in their FPO RHP and it is in line.
Considering these two points, along with some proceeds for WC from FPO, company has very high chance of reporting a considerable top line growth in FY 25. While the pre-covid and post-covid OPM margins were in the range of 8-10%, the margins keep on fluctuating.
Do consider the historic valuations and dilution by FPO.
Disc: Not Invested.
Source: OMFURN_21092024191252_OmfurnProceedingsAGM21092024.pdf (nseindia.com)
PGINVIT impairment of investments in subsidiaries and book value (22-09-2024)
I share the same understanding and its a matter of time when DPU gets reduced. Market is not appreciating responses from Management who don’t have any plan for any new additional assets. Hence the downfall from 120 levels to 90 and may be to 75 levels by 2028.
IPO Review – Discussion until listing (22-09-2024)
HDFC Bank approves IPO of HDB Financial Services
NPST – Technology Provider for UPI Tech (22-09-2024)
In the last press note I guess they have explained the reason as per below.
Additionally, we are implementing policy upgrades related to processing and merchant acquiring on our existing EvoK 2.0 platform to align with evolving industry and regulatory standards. While these upgrades are essential for the platform’s long-term success, we anticipate some short-term impacts. However, it will pave the way for long term growth.
Tejas Networks – Product based IT business in a favored sector? (22-09-2024)
Presentation for the investor/ analyst meet
DDev Plastiks Industries – A Smallcap Gem (22-09-2024)
From Q1 Concall.
On 100% capacity utilization
On Customers growing and we are declining.
On customers doing backword integration
Guidance for increasing capacity from 5k tons to 20k tons once approvals are in place.
Moving up in value chain (from commodity to niche segment)
On Replacing imports
On Focusing on the other business segment:
The major portion is wire and cable and that is the segment which is growing. And the rest of the segments, be it PVC or anti-fibrillation, are low margin segments. So, we are not focusing much on those areas because we do not see any possibility of margin improvement and also means the volume improvement
On US market
On Europe Market:
Lotus Chocolate Company: A Tasty Affair (22-09-2024)
(post deleted by author)