@9916673623 100% match.
Posts in category Value Pickr
Ola Electric – Full Stack EV play? (01-09-2024)
Thx, As per my story, later part of journey, company in 2030 will be young, 10 yrs old, they will be still growing mainly international market, with this growth, I considered 40 PE. Said so this is wild estimation only.
Tata Motors – DVR (01-09-2024)
I have not yet made up my mind on buying Tata Motors. As of now, key drivers of Tata Motors profitability has been performance of JLR…On positive side anticipated, interest rate reductions in key geographies like US, EU and UK etc. may help. So also the fact that Sept-Oct is when UK based car companies usually launch new car models. On the negative side, one of the big contributors to JLR in recent past – China is undergoing its own challenges in the economy. So if you can reasonably guess how JLR is likely to perform in coming quarters, that should answer the question for you.
The other known trigger of demerger of PV and CV business is still some distance away (unless the demerger date has already been announced).
Hope this gives you some food for thought. No recommendations, please do your own due diligence.
Glenmark Life Sciences (01-09-2024)
Good Efforts, But I think Pharma Theme is also Cyclical, DCF may remain a paper exercise only as almost with same revenue and same capex plan and same growth prospects it was available at 370 to 400 just 16 months ago, now promoter change, US Biosecure Act, Pharma Safety against other less growth sectors of economy, just 25 percent free flot availability as Nirma Type promoter will not loose even one share from his 75% stake are charging the sentiments and like it was available at 70% discount to its DCF value 16 months back it may now remain at 70% premium to its DCF value for some time.
How to fund an HUF account (01-09-2024)
A good introductory video on HUF
How to plan your finances with Hindu Undivided Family (HUF)
The key question remains about the source of funds for the HUF, if husband and wife are both working can they transfer post tax funds to the HUF for the HUF to invest in property or stocks ? Will those earnings be then clubbed with them or stay separate as the HUF’s earnings?
Eco Recycling Limited (Ecoreco (01-09-2024)
Just check the below link from the unlisted players where the final step is smelting
Dishman Carbogen Amcis Ltd (01-09-2024)
all other things are pretty ok to understand…
but what catch my attraction is Mr.Mukul agarwals Rs.180 cr bet…on this ever failling jackpot
can anyone has idea of what exactly happening.
Disc. not invested
Eco Recycling Limited (Ecoreco (01-09-2024)
Recycling forms a major part of revenue(70 %) in comparison to data destruction, refurbishment and lamp recycling which includes the rest(30%)
Eco Recycling Limited (Ecoreco (01-09-2024)
The first snippet is from their concall(Q1 FY’ 24 Results Conference Call”
July 25, 2023 ) where they say they sell it to smelters.
The second snippet is from their website , which doesnt say smelting of metals. You cant use these metals directly in a manufacturing . You need to recycle it know.
Now correct me with some details from their concall or website, if my understanding is wrong. we are here to discuss facts and lets discuss.
Hawkins Cookers : Is growth coming back? (01-09-2024)
Hawkings Cooker profit margin mainly depends on the aluminium. Over the last five years, aluminium prices in India have seen significant fluctuations, driven by various global factors.
2021-2022: used to trend around 3000-3500 USD (OPM dropped to 12-13%)
2023-2024: around 2200USD (picked up to 15%)
Let’s see if we see any improvement in the OPM going forward. It is a very crowded industry with many unorganized players, so improvement won’t be great.
Key triggers-
- Operative leverage may start to play a role in this counter. The next two to three quarters are going to be interesting!
- The Company has increased distribution to nearly 10,000 direct dealers.
- 43 people who have joined management in the last six months
- Launching new electrical appliances to keep up with the trend. Company was one of the early moovers, but could not survive in this portfolio- They s had launched electrical products in 1981 – but they were far ahead of their time – the products were reliable; the electricity supply was not. Lets see this time management can do some wonders!
All these are my views. Biased and invested!