That is point I wanted to understand with PERI facing problems and comparatively TIIL has a price advantage in the market non Europe area it is just a thought may be confirmation bias also. But yes with 80 percent sales coming from export the demand could be an issue
Posts in category Value Pickr
Natco Pharma: Focusing On Complex Products (26-09-2022)
CTPR has been launched.
Knowledge Marine – Positioned to Double Revenue with No CapEx (26-09-2022)
Fishing Harbour proposal with Gujarat Gov is approved?
Kalpesh’s Portfolio (26-09-2022)
Europe is entering into deep energy crisis this year, I heard some manufacturing facilities are temporary shutting down plants due to high energy cost. So companies which require huge power for manufacturing process such as glass manuf. industry(12-15% of sales) are becoming financially unfeasible.
Indian Glass manufacturers may gain market share very rapidly in next 1 year.
do keep a watch & update.
DELHIVERY – One stop solution for shipping and parcel delivery (26-09-2022)
Looks like Express parcel business should grow a healthy 30%+ this quarter. The asset light business should aid in servicing the growth. No visibility yet on the PTL , FTL and supply chain business. Also, the prices in express parcel havent been hiked and should be in 69 rs range. Considering this is 60% of revenue, should see the Quarterly nos grow a healthy 20%+.
Indian ecom is still growing on a smaller base. World wide ecom volumes are dropping, so that should be factored in while looking at this business.
Vedant Fashions (Manyavar) – Niche Branded Retail (26-09-2022)
Thanks for the superb report .
Do they have any competitors at a similar scale or any company that you think can reach their scale?
TCS – A very strange case for investing! (26-09-2022)
yes it is a scam. 
poor retail. the company should ensure that the CMP touches the buyback price. What do you think we should do to prove this is a scam ? File a writ ?
Dish TV 10 bagger stock (26-09-2022)
Hi Guys,
I have been tracking YES BANK very closely so how could I miss out here.
My view is this is a sure shot sell candidate. There is no way yes bank is going to run this business. They themself have a lot of problem to cater. I feel they will sell this company after 8 to 12 months from today. What happened with ZEE is going to happen here as well. As of today people are extremely excited and they feel that tomorrow it is going to be bought that is the reason there is jump in share price. It was extremely overvalued at 20 and I offloaded 50% of my position there. Buying it back close to 15 will be a good strategy and there is high chances that you might end up making 2x or 3X kind of return from 15.
Please note that they are loosing market share and not in a good situation. The only reason they are surviving till now is that they are generating positive cash flow. If they are not acquired then there is high chance that you might loose lot of money here. Be cautious and IMO you allocation here should not be more than 5%
My Portfolio (M5) (26-09-2022)
Added Black Rose Ind at 185 (Approx 3% of present portfolio)
My Portfolio (M5) (26-09-2022)
Added Tanla at 720 (Approx 3% of present portfolio)
Added Acrysil at 612 (Approx 3% of present portfolio)