Another feather in cap. May not mean a lot in financial terms but speaks about deep engineering capabilities from deep ocean to space
Posts in category Value Pickr
Piramal Enterprises Ltd (05-09-2022)
Was told it was Q3, I hope they list it faster
btw just got credit of ppl shares in my demat
voldemort
Dish TV 10 bagger stock (05-09-2022)
1644 crore is a low number. They should get back to 2000 crores easily once the management change happens. The current promoters are not that clean. I don’t think we should take the current EBITDA numbers at face value. The actual number is very high from 1644 crores.
Plus the promoters have sold some stake in Q1FY23. I guess they are need of some money otherwise even they know that even if they lose the battle they should get a better exit.
Dish TV 10 bagger stock (05-09-2022)
I dont agree with you on the dying industry part. Post COVID TV has come back big time. People like us watch Netflix and other OTT content but the DTH business is very strong in Rural, Semi Urban part of India. Look at Airtel they are still investing in the DTH business. If the industry was dying they would not look at it.
They charge some 150-200 Rupees per month. DTH is the cheapest source of all plus Hotstar, Netflix and other OTT apps are not making any serious money in India.
I think they should get back to 2000 crores EBITDA in few years plus a 6-8% growth in topline every year.
You will be amazed if you go to the rural part of India and count the number of Dish TV dish on the roof of every building.
Associated alcholols & breweries ltd (05-09-2022)
(post deleted by author)
Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys? (05-09-2022)
it would definitely improve it. I was just wondering if you have some solid reason to exclude nestle or u don’t categorize it under FMCG.
IDFC First Bank Limited (05-09-2022)
Please enlighten everyone about this.
It will help better decision making.
Talbros engineering (05-09-2022)
Run up a lot but the company is still available at good valuation given the points:
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They are making axle shafts for PV as well as CV. GNA axles which is solely in CV is trading at almost double the valuation of Talbros Engineering. PV is on uptrend and less cyclic when compared to CV.
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The company has less dependency on exports therefore lesser impact supply chain disruptions, freight cost than the peer.
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The most interesting thing I found about the company is they might be supplying axles to new Mahindra Scorpio which has got more than one lakh booking in half an hour. They have good relationship with M&M, it is also possible that the company is also supplying axle shafts for xuv700. Below is the screenshot i found on the official website of Talbros Engineering
Interestingly, the revenue of the company has increased sharply in recent past & launch of xuv700 and Scorpio might be the reason. The company has also purchased land for future growth plans. Promoters also increasing the stakes. Overall it’s looks interesting.
Disclaimer: invested
HBL Power: Signs of change (05-09-2022)
Dear Prateek- Thanks for sharing your views. Regarding two new vendors your views are very informative but Kernex or Ashoka had never disclosed as that order is for Consortium.
How much TCAS orders might come from IR for this FY?