Posts in category Value Pickr
Galaxy Bearings (12-09-2024)
An extract from FY24 Annual report -“India Bearings Market size is projected to grow at a CAGR of 13.5% during 2024–32. (Source: 6Wresearch) due to growing demand for specialized bearing solutions and improved designs to increase product performance and efficiency. However, the outbreak of corona virus pandemic would impact the automotive and other industries affecting the bearings market over the coming years, though the effects might be short lived.”
I dont understand why they are still in “Corona virus era still”
Page 56 -“The global bearings market size is expected to reach USD 271.99 billion in 2023, registering a CAGR of 14.01% over the forecast period, according to a new report by Grand View Research”
I dont know what to make of this statement. The incharges, CFO/ Promoters seem less serious on reporting to shareholders.
Saregama India Ltd: India’s premier music publishing label (12-09-2024)
Read this article about “Onlyfans”. Surprised to see the userbase, revenue and profit it has been able to create. The author has tried to explain the reasons for its growth, profitability, success, emerging competition from X/Twitter and the impact of AI.
Sharing this since “OnlyFans” is an entertainment platform which aggregates content of individuals and makes money on subscription charges and transaction based charges, and hence relevant to this thread. Will not hesitate to have this post removed if boarders feel that this is not relevant here.
P.E. Analytics Ltd (PROPEQUITY) – Another Data Analytics Platform for Real Estate Players (12-09-2024)
I think Homesfy providing real estate brokerage only in B2B and B2C segment, meanwhile PE Analytics providing Prop Intelligence, data from past to present. Both are different is respective segments. Pls correct me if I am wrong. Noob here
SmallCap Hunter : Trying to find the dark horses with triggers (12-09-2024)
Filtra competitor bnega kya ye
Atma Nirbhar Bharat – Stock opportunities (12-09-2024)
MDL-TKMS Emerges as Frontrunner for P75I Submarine Deal as Indian Navy Nears Final Decision This Month
P75l Submarine deal – What is so special about P75i submarine deal ?
The P-75I project aims to build six submarines with Air Independent Propulsion (AIP) technology, which allows the submarines to stay underwater for longer periods of time. The cost of the project is INR 43000 crore.
After extensive field trial in Spain and Germany shipyards, Mazagon Dock Shipbuilders Limited (MDL), and the German naval giant, ThyssenKrupp Marine Systems of Germany (TKMS), to manufacture the diesel-electric submarines with Air independent propulsion system in India. (AIP)
The other bidder was Navantia of Spain in collaboration with L&T.
During an extensive field trial evaluation process, while the Germans proved their AIP on board a submarine, the Spanish could not because their first submarine with AIP will likely be operational only sometime in 2026.
Mudit’s Portfolio (Stage Analysis + Price Momentum) (12-09-2024)
Useful link. Just irregular pieces are used to create a mosaic, things like these help.
Do post links to articles, websites or videos that talk about concepts and thought processes like these which you think are interested, as you are creating a system for yourself.
Companies with 20%+ growth guidance for next few years (12-09-2024)
From Tac infosec website:
The article published in 2019 said Tac is eyeing $1B revenue by 2025. But they’re still in 10 cr only.
BLUE PEBBLE- The next high growth SME? (11-09-2024)
The design and build business is more of a contractor business wherein you execute the whole end to end project. Its focused on retail and commercial fitouts work ranging from civil n interior, hvac, electricals, etc.,
This business has no entry barrier and you have to block your working capital to churn revenue. If you are ready to invest in Working Capital then you can take as much business as you want.
Project completion and handover is the other critical issue wherein the customer never gives timely clearance and you’re taken for a ride to recover your own money. Snags list from client is forever coming and an usual 3 months project is fully completed in 5-6 months. Also, the retention of 5 percent on all contract is another blocker.
In short, this business will not command a high PE multiple as compared to a niche business or a consulting business.
Hope this will help the fellow members!
Companies with 20%+ growth guidance for next few years (11-09-2024)
Tac infosec, company backed by Vijay Kedia since inception has listed in Mar24. Fy 24 revenue was 10 cr and company guided 100 cr in 2 years.
The client is also increasing with rapid pace. In march 24 it was close to 30 but in the 4 months they have add 750 clients. They have targeted 3000 client by Fy 25 and 10000 by Fy 26