(post deleted by author)
Posts in category Value Pickr
Screener.in: The destination for Intelligent Screening & Reporting in India (20-09-2022)
@akash_das That’s neat! Thanks so much for help
Rushil Decor – Real Estate revival + MDF Adoption Play (20-09-2022)
One of the reasons why MDF players like Greenpanel and Rushil was doing well was very high container freight rates and no local supply. At the end of the day , MDF is a commodity and they had to compete with cheap imports in Pre-Covid era. Container freight rate is coming down at an accelerated pace and there is a fear that it may come down to a level where imports of MDF to India will again become competitive. This may be the reason why there is a pressure on both the counters (Green Panel, Rushil). It may be worthwhile to check with the management in next conference call about the level of container freight rate at which MDF imports will become competitive. Here is the chart of container freight rate.
See the bright Sun: Aditya Vision (20-09-2022)
“Tier 3 cities like Ernakulam, Thrissur and Trivandrum registered a 4x growth, outpacing their metro counterparts.”
By all indications we should see a bumper time for home appliance makers and retailers in this 2 Qtrs…
Gallantt Ispat – Steel producer DRI route (20-09-2022)
Amalgamation of Gallantt ISPAT with Gallantt Metal completed and the combined entity is renamed as Gallantt ISPAT.
There are some additional restructuring happened
-
Some subsidiaries are sold to promoters
-
Proposed cement plant is carried out by sold out subsidiary and land taken for Metro project still not completed
-
Wheat production for FY22 is 1/10th of the FY21, seems these mills are also getting sold
Major capex are done with palletisation plant alone is pending. Current available capacity is almost twice of the production in FY22. This could help company to grow its revenue for sometime
Hitesh portfolio (20-09-2022)
Hello sir, I would like to ask one thing that is every stock in the market always set ATH and correct itself and it breaks its previous ATH and set a new one right. So is it good to enter a stock when it is near to its ATH and exit when it sets a new ATH so that we can get minimal gains considering the good fundamentals and background of the stock, also does this work in small-cap stocks also? What’s your take on this? Coz recently deployed few capital in INDHotel when it was near to its ATH and now it is setting new ATH, same applies for SBI.
Rushil Decor – Real Estate revival + MDF Adoption Play (20-09-2022)
I had read that the MDF companies are trading at highest margins which is expected to weaken in next few quarters…thats the reason why companies like Greenpanel and Rushil Decor are correcting…
Surender’s Investing Journal | Metamorphosis Ideas [‘Patsy Investor’ to ‘Thoughtful Investor’] (20-09-2022)
Pocket-friendly framework to identify businesses for long-term investing -
- Total Addressable market
* Limited/Mammoth - Proven business model
* Profitable at the operating level
* Sufficient Net Cash generation from operations to self-sustain future growth initiatives
* Differentiation that will continue to attract customers and ambush competitors - Scalable
* Products
* Geography - Customer Pain
* Need/Aspirational | Repeat/One-Time
* Wallet Share
* Alternatives - Quality of Promoter/Management
* Incentives Alignment - Stake, Reputation
* Communication during difficult times
* Capital Allocation
* Rewarding all stakeholders - Expected steady state Return on Equity
* Levers to achieve the same if suppressed today
Associated Stone Industries (20-09-2022)
If selling quartz division at 60% discount to capital cost amidst strongest traction in US market wasn’t enough, here they go again! Selling the foreign subsidiary- Al Rawasi
SmallCap Hunter : Trying to find the dark horses with triggers (20-09-2022)
Nature of the business is commodity, the OPM is pretty much reflection of that , where commodity play we need bigger volume, as supply side crisis will be over in a 6 months period so the commodity pricing will be over,