Will this drive be beneficial for players like Megatherm ?
Posts in category Value Pickr
Digikore Studios Ltd – a micro cap VFX play with good growth potential (13-09-2024)
Lot of buzz around AI replacing VFX industry, any thoughts if this can impact on the industry and stock.
Is it sunset industry
Som Distilleries and Breweries (13-09-2024)
Please stay away from companies with bad management, who is actually capable of not only posting dubious numbers but cut out minority shareholders at any point. This company has a very suspicious history.
Want to know more about fundamental analysis? (13-09-2024)
Hi everyone,
I’m Danish Kataria, 24 years old from Delhi. I completed my graduation with BCom Honours from Maharaja Surajmal Institute, Indraprastha University, and recently finished my MBA-HRD from Delhi School of Economics, Delhi University, with a major in HRD and a minor in financial markets right now, I am looking for placements, so I have ample amount of time to learn this skill. I want to thank @Donald for sharing the materials that have helped me with fundamental analysis, and I’m eager to learn from experienced individuals how I, as a beginner, can start with fundamental analysis. so feel free to share your experience with me.
Mudit’s Portfolio (Stage Analysis + Price Momentum) (13-09-2024)
Rebalancing day Pre-poned as 15th is sunday.
Rebalancing Day- 13th Sept 2024
Changes :-
Sell
- Granules
- Deepak Fertilizers
- Garware Hi-tech
Buy
- Glenmark lifesciences
- Piramal Pharma
- IIFL securities
Reasons for selling :-
Deepak and Garware went beyond 25th rank,
While Granules got dropped altogether from the list because it breached 100 day moving average also after yesterday’s fall of 16% in a day. I am selling it at loss of 21%.
So as stocks go below 100 day moving averages, it automatically gets dropped from list and hence sold. Its a beautiful method of cutting your losers early. In case of Granules, I would have sold much earlier but yesterday’s action was too fast. This happens rarely. So system doesnt allow you to sit with losers for long. I remember my old days of fundamental investing, where i was with Laurus Labs for almost 2 years in minus 45%. And Divis labs with minus 30% for more than a year.
Eco Recycling Limited (Ecoreco (13-09-2024)
India’s electronics manufacturing is at an ‘inflection point’, poised to almost quadruple between FY24-30 to $450 billion, compounding at around 25 percent CAGR, Nomura has said.
In a note dated September 11, Nomura listed out multiple catalysts driving this growth:
- Higher sourcing by global players like Apple/Samsung (~20-30% of requirement)
- Global IT hardware players (Lenovo, HP, Dell, others sourcing ~20% of global requirement)
- Rising electronics usage and a localization push in automobiles
- Usage in railways, telecom and defence, and stronger scale-up in the component ecosystem (display, PCB, semiconductors).
The note by Nomura said exports are likely to scale up faster at a ~35% CAGR, reaching $210 billion by FY30F, while domestic consumption should grow at a 15% CAGR.
Centre’s push for domestic manufacturing of electronics – led by Production Linked Incentive (PLI) schemes worth $20 billion – remains the key enabler to achieve this growth. More than half of this capital allocation has been made to manufacture semiconductors and electronic components.
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So wondering how India is gonna handle e-waste (responsibly). That’s where, companies like Ecoreco would immensely benefit through EPR credits and Recycling.
Likhitha Infrastructure: CNG Infrastructure Play in India (13-09-2024)
They are basically contract worker so mostly they need money to purchase equipments like HDD machine, JCB for pipeline laying work. They don’t need to purchase every year. Just maintenance cost! Plus see the bump in 2022, might have purchased new equipment.
Employee cost: That is as % of revenue which is increasing so their revenue increased on same employee base.
Megatherm – Mega Opportunity (13-09-2024)
Why one cannot buy a quantity less than 400?
I’ve studied a lot on the stock and it’s a hindrance for not able to buy such a beautiful growth machine.
Gurugram Valuepickr (13-09-2024)
link above in thread. please check. Thanks
Yatharth Hospital & Trauma Care Services Limited (13-09-2024)
why there is so much dilution of share capital ?
anyone knows?