Sorry, posted on the wrong thread!
Posts in category Value Pickr
Focus Lighting & Fixtures Limited (SME) (20-08-2024)
Why are the operating cash flows so horrible over the past 7 years?
P.E. Analytics Ltd (PROPEQUITY) – Another Data Analytics Platform for Real Estate Players (20-08-2024)
Hi, Is the Q1 result has been declared ?? can anyone post a link of the same, checked in their website, screener, some other sites too, can’t find it for Q1 FY 25
Tata Motors – DVR (20-08-2024)
I saw this issue mainly with Harrier Cars where their infotainment systems have lots of bugs, body panels are not fit properly on the cars, the bonet of the car doesn’t properly align during closing and many more issue. These are mainly because of improper quality checks and issues with production line. Many customers bring their cars to the dealership after 10-15 days after delivery and the dealer are facing lots of troubles due to these issues. Some issues they fix it but issues like body pannel allignment it is really tough for them. As you can see from one of the old thread that how much Tata’s spend in warranty compared to other brands. But this issue is associated to Tata Motor and not on JLR. But for valuation perspective if you want a apple to apple comparison then I see value in Benz and BMW which are the trading at 4-5 PE and a dividend Yield of 7-8%.
Tata Motors – DVR (20-08-2024)
I saw this issue mainly with Harrier Cars where their infotainment systems have lots of bugs, body panels are not fit properly on the cars, the bonet of the car doesn’t properly align during closing and many more issue. These are mainly because of improper quality checks and issues with production line. Many customers bring their cars to the dealership after 10-15 days after delivery and the dealer are facing lots of troubles due to these issues. Some issues they fix it but issues like body pannel allignment it is really tough for them. As you can see from one of the old thread that how much Tata’s spend in warranty compared to other brands. But this issue is associated to Tata Motor and not on JLR. But for valuation perspective if you want a apple to apple comparison then I see value in Benz and BMW which are the trading at 4-5 PE and a dividend Yield of 7-8%.
E2E Networks Ltd – Listed small Cloud computing player (20-08-2024)
I appreciate the inputs. Very helpful!
E2E Networks Ltd – Listed small Cloud computing player (20-08-2024)
I appreciate the inputs. Very helpful!
Priyank’s Portfolio (20-08-2024)
20th Aug 2024
| Names | Invested % |
|---|---|
| PPFAS🔒 | 24.8% |
| Triveni Engg | 8.3% |
| Ami Organics | 8.3% |
| Sansera Engineering🔒 | 8.2% |
| Exide Industries | 6.2% |
| Gokaldas (GOKEX) | 5.4% |
| Lupin | 4.4% |
| Shriram Piston | 4.2% |
| Astec Lifesciences🔒 | 4.2% |
| Sudarshan Chem | 4.1% |
| Craftsman | 4.1% |
| Shyam Metalics | 4.1% |
| TATA Motors – DVR | 4.1% |
| Old Bridge | 4.1% |
| Ion Exchange | 3.0% |
| Rolex Rings | 2.4% |
- Have also been holding direct cash and liquid funds/debt/etf. This is not considered in the allocation percentages above.
Disclaimer: I am not a SEBI registered advisor or analyst. This is my personal view and not a recommendation. I am often wrong and do change my views without being able to inform anyone. Please consult your financial advisor.
Priyank’s Portfolio (20-08-2024)
20th Aug 2024
| Names | Invested % |
|---|---|
| PPFAS🔒 | 24.8% |
| Triveni Engg | 8.3% |
| Ami Organics | 8.3% |
| Sansera Engineering🔒 | 8.2% |
| Exide Industries | 6.2% |
| Gokaldas (GOKEX) | 5.4% |
| Lupin | 4.4% |
| Shriram Piston | 4.2% |
| Astec Lifesciences🔒 | 4.2% |
| Sudarshan Chem | 4.1% |
| Craftsman | 4.1% |
| Shyam Metalics | 4.1% |
| TATA Motors – DVR | 4.1% |
| Old Bridge | 4.1% |
| Ion Exchange | 3.0% |
| Rolex Rings | 2.4% |
- Have also been holding direct cash and liquid funds/debt/etf. This is not considered in the allocation percentages above.
Disclaimer: I am not a SEBI registered advisor or analyst. This is my personal view and not a recommendation. I am often wrong and do change my views without being able to inform anyone. Please consult your financial advisor.
Indus Towers Limited (20-08-2024)
Oops! This could have been an amazing shot in the arm for Indus Towers. Let’s hope Airtel can find new avenues for deploying the cash flow generated by Indus