Hi All,
We are planning for meetup this Sunday (22nd) 3-5PM at Bhubaneswar.
Those interested, kindly reply.
Regards
Raja
Posts in category Value Pickr
VP Bhubaneswar/Odisha Meetups (20-09-2024)
NCC: Extremely undervalued (20-09-2024)
Does anyone know when the dividend will be paid?
3B Blackbio DX Ltd (20-09-2024)
I was comparing the 2024 catalogue vs the 2023 catalogue:
- 2024 has a much more expanded product portfolio
- PGx is new in 2024
- Glad to see BRCA mutation test kits under TruNGS
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Valuepickr Meet-up Bhavnagar, Gujarat (20-09-2024)
Great – and it will be good to connect in Baroda
Will DM now
Ola Electric – Full Stack EV play? (20-09-2024)
Goldman Sachs reports on OLA electric.
Ref: Smart Sync service
Do anyone has access of full report? Please send if allowed.
GS was the lead managers for OLA E IPO, hence take their recommandation with pinch of salt.
IPO Review – Discussion until listing (20-09-2024)
SD Retails Limited, a niche sleepwear fashion player, is coming up with a SME IPO.
Watch this interview with the promoter Mr. Hitesh to learn about the company’s journey → https://youtu.be/QMy7Nl0rBSI?feature=VPshared
Pennar Industries Limited (20-09-2024)
Covers pennar and others PEB. Theme – PEB
KDDL (Ethos Watches) – Scalable business model at an inflection point? (20-09-2024)
Hi,
I think KDDL had announced a buyback at 3700. The management would have also put their stocks for buyback which is implied by this transaction. Seems to be the case to me.
These many shares would’ve been approved for buyback depending on ratio etc.
Note- Not invested in KDDL and invested in Ethos
Shakti Pumps – solar shakti (power)! (20-09-2024)
A collapse in bjp govt will have far reaching impact. So will china invading taiwan or starting war with India.
It is upto each individual to assign probability to such events and take a call according to their risk appetite.
Steel Strips Wheels Limited – Attractive Valuations (20-09-2024)
So what I can understand, Alloy wheels will be a key trigger for generating higher margins (also knuckles). Mgmnt has clearly stated they’re not chasing lower margin business, ideally i would expect this suggests they’re not looking to increase market share in various segments, instead would be looking to ramp up exports, which would be of alloy wheels more than that of steel wheels.
Alloy wheels would contribute approximately 210-220 cr EBITDA.
And with 85% utilization of 27mn capacity Steel wheels can do 450cr EBITDA. This would get us to Roce north of 25%.
But then what next? As this might have been already discounted into price, and if growth is coming in the industry it may not match with the reinvestment aspirations of the company.
Relatively pricing is cheap, absolute maybe not.