Posts in category Value Pickr
Apeejay Surendra Park Hotels – Potential Value Unlocking (22-08-2024)
I have visited The Park kolkata which is situated in the heart of town. My view of restaurant, food and banquet hall was “meh”. Out of three two restaurants were non operational and one was operating on maybe 30-40% occupancy during my stay there.
The Anti-Portfolio (22-08-2024)
Samhi and other hotel related stocks seem to have a bump in Q1 which is just an anamoly i guess. The hotel sector should pick up nicely in the coming quarters. Q1 was definitely affected by the heat waves and travel to various tourist destinations had taken a backseat for sure.
Samhi on the other hand is turning around really well. I guess EIH, Airlines, IND Hotels, Rategain (SaaS) they all should see a rush in coming months.
Delton Cables – Undervalued High growth stock? (22-08-2024)
Capacity utilization <74%
Route Mobile – Internet, Mobile & Telecom (22-08-2024)
Management has guided this in Q1FY25 ‘The free cash generation for the business should improve
meaningfully during the year and we expect the cash conversion from EBITDA to be within
the 50% to 75% band’
52 week highs and all time highs strategy (22-08-2024)
Hariom Pipe – finally closed above its all time high of 740 after threatening to do it 3 times in the last month.
Invested from 640 – 700 levels as a techno-funda bet.
IPO Review – Discussion until listing (22-08-2024)
Established in 2012, Ideal Technoplast Industries Limited, a frontrunner in rigid plastic packaging, is set to launch its IPO on the SME platform!
Curious about what makes this company a leader in the industry? Tune in to our exclusive interview with the promoter and discover the vision behind Ideal Technoplast.
IPO Talk with Ideal Technoplast: Interview with Promoter Mr. Praful Vaghasia | SMEmitra
Techno electric engg ltd (22-08-2024)
It was good to finally see some tangible updates on the plan for the Edge DCs and progress updates on the Chennai and Kolkata DCs in their presentation! They seem to be on track. Of course this is just the cherry on the cake.
Shankara Build Pro – Building Materials Organised Retail (22-08-2024)
Marketplace do sell Steel as well. Steel is still the majority. They sell the manufactured steel plus trade others’.
Gufic BioSciences Ltd (22-08-2024)
pretty decent growth over the medium term. The Indore plant will more than double capacity. So, Gufic will be a different company in another three years’ time.
dis: holding