Posts in category Value Pickr
Kalpesh’s Portfolio (07-08-2022)
This scenario may be playing out.
Opportunity in GOI 10yrs BONDs (07-08-2022)
MAS Financials bond coupon rate 10.75%
is 221 days old should have given 6.5% interest so far.
But, is trading only at 4700 premium.
Is this because of rate hike?
Opportunity in GOI 10yrs BONDs (07-08-2022)
(post deleted by author)
Apex Frozen Foods (07-08-2022)
Some explanation for the other expenses…
Valuepickr goes Europe (06-08-2022)
@OmkarT made a presentation on Suprajit Engineering a couple of weeks back where he summarized his views on the company and the sector in general. The video is available on youtube.
https://www.youtube.com/embed/HSjPvbGcxOo
Disclosure: Not invested in Suprajit (no transactions in last-30 days)
Vishnu Chemicals – Is Growth sustainable? (06-08-2022)
The number of related party transactions seems to be higher for me. Can anyone more experienced in reading the annual reports confirm if there is something to be concerned about these transactions?
VCL_Annual-Report-2021-22.pdf (2.9 MB)
The promoters are drawing low salaries (1.3 crores combined) so I think the lease amount paid by the company to the KMP is fine. I am not sure how to interpret some of the other transactions. Eg: 3 & 8
Disc: Invested with minimum position sizing due to higher debt and promoter pledging.
Vishnu Chemicals – Is Growth sustainable? (06-08-2022)
Courtesy Sreenidhi
Vishnu chemicals #VISHNU
Blockbuster Q1FY23
Delivers as per the promise Amazing set despite power issues in Vizag for Q1
Rev at 361cr vs 197cr
PBT at 47cr vs 16cr Q4
PBT at 39cr PAT at 34cr vs 11.5cr
Q4 PAT at 28cr
Q1 EPS at 28.5rs vs 9.7rs
FY22 EPS was 68rs
Praj Industries (06-08-2022)
I always wonder what happens to these companies once the capex cycle is over. No reason to give over the top valuations for these companies which are not much different than construction companies.
Steelcast Ltd – leading steel castings (06-08-2022)
Steelcast came with good nos. Tracking position