@ravimba31 I have looked at a small AP cement player Anjani Portland cement. Liked the numbers growing consistently since past 3 years. Last few quarter have been really good. Some what similar valuations like NCL. Have a look & would be glad to know your comments.
Posts in category Value Pickr
Dishman pharma (10-09-2015)
@kmadiga Thanks you so much
Dishman pharma (10-09-2015)
@subashnayak_19_ Hi Subash - Please let me know if there are any websites where we can find promoters share pledge details (for any company)
Ramana’s portfolio (10-09-2015)
Thanks a lot Ramana for replying with valuable information.
Please let me know from where we can get management credibility? Please let me know if there are any websites to provide such information. Basically, how you usually find questionable deeds of management?
Remaining things which you mentioned, we can get from AR and other sources like financial portals.
Please also let me know what economic indicators you weight a lot. Please provide me source of those economic indicators.
Thanks in advance.
NCL Industries – Resumption of growth? (10-09-2015)
The company seems to have low ROE for the last few years...Also I think they had pledged their shares ..though don't know to what extent exactly..
Suven Life Sciences – Embedded triggers (10-09-2015)
why do they keep reporting it to exchanges while the monetary aspect is doubtful? This is not supposed to be a material news as such till the molecule is viable or monetizable.
NCL Industries – Resumption of growth? (10-09-2015)
http://www.outlookbusiness.com/perspective/the-paradox-of-cement-in-the-south-1909.
this article shows that south india cement companies are working as a cartle. they may not be able to increase the price when the tide turns
Suven Life Sciences – Embedded triggers (10-09-2015)
these patents are just glitter with nothing adding to the balance sheet in the immediate future. maybe in the future the company will be able to monetize these patents. active triggers are atleast 2 years away.
not invested
NCL Industries – Resumption of growth? (10-09-2015)
@madhug : adding some more to what Nikhil has explained. Low capacity addition was also due to the fact that B/S of most of these companies were affected in 2014 & 2015 and they were not able to add capacity meaningfully. Please check this exhibit below (Source: MOSL sector report)
Thanks,
Ravi S