Can anyone following this company closely mention the reasons for sudden rerating of the stock. Is it improved business performance or anything else. Saw some family dispute/court case details but not following closely but curious as this is in one of the low growth businesses and still such a meteoric rise…
Posts in category Value Pickr
Godfrey Philiips – Safe value stock in a momentum chasing market (23-08-2024)
Can anyone following this company closely mention the reasons for sudden rerating of the stock. Is it improved business performance or anything else. Saw some family dispute/court case details but not following closely but curious as this is in one of the low growth businesses and still such a meteoric rise…
Emami – FMCG Available at Low Valuation (23-08-2024)
correct, for case 1… is too much detailed analysis needed or a rough idea about the sector, promoters, brands and no red flags would do…was my thought and I was thinking loud…
say even a Bajaj consumer for that matter…would it also mean reverse…Jyothy lab and Emami did…Jyothy became part of case 2 with improved performance I believe
Emami – FMCG Available at Low Valuation (23-08-2024)
correct, for case 1… is too much detailed analysis needed or a rough idea about the sector, promoters, brands and no red flags would do…was my thought and I was thinking loud…
say even a Bajaj consumer for that matter…would it also mean reverse…Jyothy lab and Emami did…Jyothy became part of case 2 with improved performance I believe
Piccadily Agro Industries Ltd (23-08-2024)
Indri hit the headlines in August end ,early September last year .Till then it was unknown as such .So 236% yoy is not surprising for Q1. Most of the sales volume for Indri in FY24 came from Q3 and Q4 .So do not expect even 50% for those 2 quarters …
Also , there are other single malts like Kamet and Dru ,whose presence or lack thereof messes up the maths .
Piccadily Agro Industries Ltd (23-08-2024)
Indri hit the headlines in August end ,early September last year .Till then it was unknown as such .So 236% yoy is not surprising for Q1. Most of the sales volume for Indri in FY24 came from Q3 and Q4 .So do not expect even 50% for those 2 quarters …
Also , there are other single malts like Kamet and Dru ,whose presence or lack thereof messes up the maths .
Lt foods (daawat) (23-08-2024)
Basmati paddy prices dropped by 28%
Can be a bumper year for rice companies as input cost decreases sharply
Also I expect MEP reduction before Haryana election
Let’s see how it goes
EMS Limited – Tapping in the growth in the water management space (23-08-2024)
This is not the condition of only Delhi, multiple Indian states face such issues signaling how much more work is needed in this area, I don’t see a slowdown anytime soon.
Eco India: Why Delhi needs to increase its reliance on treated wastewater to meet its water needs
EMS Ltd’s location-wise revenue breakup.
Credit rating will help bring in more clarity –
Route Mobile – Internet, Mobile & Telecom (23-08-2024)
Not a good idea to compare it with other IT companies. Its CPaaS, competitive sector. I feel there’s always the threat of telcos stepping up their capabilities and offering in-house services. Margin erosion clearly indicates some form of pricing pressure.