Press release regarding foray into Highway dining services.
Earlier we have discussed regarding this in call, revenue potential need to be discussed in the coming call.
Posts in category Value Pickr
Dreamfolks services limited( DFS) (07-09-2024)
Motilal Oswal Financial Services (07-09-2024)
It is a simple concept… You create an income through and invest the income in further income or wealth generating asset. They say in AR,
“What is the bottom-line of all
of this? We need to understand
our double-engine business
model, where free cashflows from
operating businesses are ploughed
back into our treasury. Our treasury
book is 100% invested in equity
and equity products – all the time.
Over last 10 years, operating profits
compounded at the rate of 34%.”
Richard Wyckoff is regarded as a great trader. His book… How I Trade and Invest in Stocks and Bonds is a classic. He did some trading, and invested the trading income in long term income generating investments. In recent times, Ace Indian Investors Rakesh Jhunjhunwala used 5 percent of the capital in trading, and invested the trading income in long term security holdings.
Motilal Oswal is doing the same. They are investing it in 100 percent equity. They must be getting huge dividend income, and occasional capital gain. I don’t think they will be churning the portfolio much, and thus keeping the tax liability low while increasing the corpus and dividend income.
Motilal Oswal is a wealth compounding machine. On top of that it’s shares are cyclicals and thus easier to accumulate on market downturns. We must use Ramdeo Agrawal genius to create wealth for ourselves.
(Disc: Invested)
Morepen Labs – a believable turnaround story (07-09-2024)
Sharing below view of Sajal Kapoor on Morepen Labs
How not to Invest! #Biosecure #Sajal Kapoor #Aditya Khemka #Prince #AI
Please watch from 39 minutes on the timeline.
I hope it helps.
Suven Pharma ~ Demerged CRAMS Arm of Suven Life Sciences (07-09-2024)
Sharing below views on Suven Pharma by Sajal Kapoor
How not to Invest! #Biosecure #Sajal Kapoor #Aditya Khemka #Prince #AI
Please watch from 36 minutes on the timeline
Hope this helps.
PGIL-Sleeping Tiger about to Roar (07-09-2024)
New report from Nuvama on PGIL dated 6th of Sept 24:
Global Presence: PGIL operates across several countries, including India, Bangladesh, Vietnam, Indonesia, and Guatemala. The company is expanding globally, with most of its profits coming from overseas markets.
Leadership & Growth Strategy: The company shifted from being promoter-driven to professionally managed in 2019, focusing on strategic growth and improving profitability under the leadership of its current MD, who has extensive experience in global sourcing.
Diversified Manufacturing Base: PGIL manufactures apparel in five countries, allowing them to meet the needs of a wide range of fashion brands like Ralph Lauren and Tommy Hilfiger. They aim to expand to the Mediterranean region for further growth.
Strong Financial Growth: PGIL’s revenue and profits are growing at a double-digit rate. They have plans to increase their production capacity, supported by investments in India, Bangladesh, and Vietnam, which will drive future growth.
Focus on High-Value Products: The company has improved its product mix by focusing on higher-margin items like outerwear and sportswear, which has contributed to better profitability and operational efficiency.
Asset-Light Model: PGIL uses a combination of in-house manufacturing and partnership models. This approach helps the company scale operations quickly without heavy investments in factories, leading to faster capacity growth.
Capex and Expansion: PGIL has been aggressively investing to expand its operations, spending over INR 500 crore between 2018 and 2024, with plans to spend more in the future to boost production further.
Sustainability & Risk Management: The company operates in a way that ensures long-term sustainability, focusing on efficient operations, low debt levels, and risk mitigation strategies like customer financial health checks and insurance coverage. They are also focused on keeping their operations flexible to handle potential global conflicts or customer bankruptcies.
(Invested and Biased)
Motilal Oswal Financial Services (06-09-2024)
In the investor presentation they mention multiple times about “Treasury Investment “and “Treasury Income” . If you can simplify these two term that will be helpful . Thank you
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (06-09-2024)
Hi Green Carbon Certificate.pdf (1.9 MB)
Hi-Green @ Industry Outlook.pdf (321.8 KB)
Piccadily Agro Industries Ltd (06-09-2024)
Just to clarify the arithmetic. If a private company has issued a total of 62,600 equity shares issued at Rs 100 face value + premium of Rs 9900 i.e. Rs 10,000 per share then the valuation of the company is 62,600 x 10,000 = Rs 626,000,000 i.e. Rs 62.60 cr. Hope this helps.
Mrs Bectors Food Specialities: Can it beat the industry? (06-09-2024)
MRS. BECTORS FOOD: CO OPENS QIP, SETS FLOOR PRICE AT RUPEES 1,577.85 PER SHARE
This is latest news i see for Bector.
With good results and QIP open, good to accumulate and hold ?
Holding small qtty from 1075 levels
Piccadily Agro Industries Ltd (06-09-2024)
Whether it’s 62.66 or 66cr is irrelevant. You cannot multiply paid up capital with the price of one share. Paid-up capital is the amount of money a company has received from shareholders in exchange for company stock. So, Rs 62.66 cr is the valuation of Piccadily Hotels not 6260 crores. The paid up capital of Rs 62.66 cr includes the Rs39 cr worth of shares held by Piccadily Agro.