You can start by understanding how banks/nbfcs work. once you get a handle on things, you can consider investing in them. You may want to go through many threads on banks/ nbfcs on the forum.
Posts in category Value Pickr
Jupiter Wagons Ltd (previously CEBBCO) (10-09-2024)
Most of the railway stocks are down 25-30% from their top, JWL has fallen more than that. Most likely a result of profit booking. Although such price action can create doubts, company is poised for growth in the upcoming years. Recent QIP at 655 was encouraging. As of 9/9 railway ministry invited bids for high speed trainsets indicating activity for new orders and tenders might be resuming. If anything, this drop can prove to be a good zone for accumulation.
D: No reco, invested.
Premco Global — Narrow Fabric (A critical component for inner wear) (10-09-2024)
Analysis is very good.
My only point is this is very competitive industry and margins will come down to pre COVID levels – especially when you want to increase volumes. Volume is not increasing as they dont want to reduce margins. So effectively company will stagnate at this level of sales and at same time be open to increasing competition with expanded capacity (which was not required at all !!).
Given all of this is the PE of 15x plus justified… to my mind it should be around 10x.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (10-09-2024)
Debu da , Vinay – I have learnt so so much from you. Debu da i thank you all the time. In last 4 months i have learnt so much about small cap investing in India. All the good blessings for all the goodness you spread will only come back to you in full circle.
ISGEC HEAVY ENGINEERING — Well Managed Diversified Player (10-09-2024)
In the below tracker, I have started tracking important company goals for ISGEC. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-43.xlsx (149.1 KB)
JTL Industries – Fast Grower at an inflexion point (10-09-2024)
JTL significant milestone
Good for VAP share
H2 is where DFT will get installed
Smallcap momentum portfolio (10-09-2024)
Sir, for some reason PPLPHARMA prices are not fetching in google sheets for the last many weeks. May i know what NSE code you use pls? I use PPLPHARMA. thanks.
Jupiter Wagons Ltd (previously CEBBCO) (10-09-2024)
Relentless selling and high volumes. Any idea what is going on?
Old position for me. Bright future. But seeing a lot of erosion + so many good opportunities – may exit.
HDFC Life Insurance Company (10-09-2024)
You are referring to HDFC Life or other life insurance providers that you mentioned?
Piccadily Agro Industries Ltd (10-09-2024)
If my understanding is right, if you have prior holding, then preferential gets cancelled. Saying on the basis of experience (not sure if its across the board) of having participated in a preferential issue recently.
In any case, another fund of Alchemy has subscribed, so seems like a technical error rather than anything else