5% diversion to India will be enough to make lot of mid & large mkt cap from small cap
Posts in category Value Pickr
FAZE THREE LTD. –A Textile co. Rising From ASHES to GLORY (02-10-2022)
In US imports, China actually has ~40x the marketshare of India as per OTEXA data, so huge scope for marketshare growth
Source:Tijori
Investing Basics – Feel free to ask the most basic questions (02-10-2022)
Knowledge – See the investor presentation – names, email ids (different than above) and phone numbers are given. Call them up if emails are not responded.
Kotyark – This company is in SME segment, registered office seems to be a residential address. See the website, call center number is given. Call them up, if you are living in the same city, try to visit, else forget it.
Hitesh portfolio (02-10-2022)
Dear Hiteshji,
Do you have any views on Cantabil Retail? There is no thread for the company on Valuepickr but I saw a 12-year-old post (click here) where you mentioned Cantabil as “…stocks I would outright avoid…”. Any specific reason for this such as governance issues?
The stock got listed in 2010 and I have gone through the DRHP & all its Annual Reports till date but could not find anything glaringly wrong, except high promoter remuneration & some related party purchases which is fairly common among many other companies as well. What I am curious about is why the institutional holding is almost zero despite several positives. Any current views on this company?
Thanks in advance.
Titan Biotech Limited (02-10-2022)
Thanks for the update. Any more updates beside growth?
As expected, non covid revenues are in uptrend.
Yash Pakka – (Previously Yash Paper) – Rising from ash (02-10-2022)
Can anyone elaborate on the last line – ” Exploring Asset light startegy on moulded products manufacturing ” –
CSB BANK – will it become next HDFC Bank? (02-10-2022)
Strong Q2 for CSB :
Credit growth 23.6% 
CASA growth 15.9%,
Total Deposit growth 10.1%
Gold loan growth 47.5%
With 45% of book in gold loan and strong growth, NIM may move up. Management indicated that gold loan yield is going up. Non gold portfolio is close to double digit.
Link: https://www.bseindia.com/xml-data/corpfiling/AttachLive/a9c49301-31f6-4f94-b56b-8529c67b07cb.pdf
Bank informed in last quarter that it has high CAR, negative credit cost and almost 100% PCR.
Shivalik Rasayan (SRL) (02-10-2022)
Had anyone attended Shivalik Rasayan’s AGM on 29 Sept? If so, any notes/key takeaways?
Disc- no holdings as of now, tracking closely
Hitesh portfolio (02-10-2022)
Hitesh bhai,
Do you take position in a company which is doing good business wise and also the stock price follows it but where the public information about the company is very limited.
Example is Shivalik Bimetal. Limited info in annual reports, no quarterly concalls, no management meets by analysts except in AGMs including the recent one, where they have been very candid and lot is written in social media. Otherwise nothing much.
Do you take any positions in these sort of cos or generally avoid.