Posts in category All News
CreditAccess Grameen: Traditional MFI model, efficiently operating at scale (21-07-2024)
Weak Q1FY25 print on the back of muted disbursements, y-o-y degrowth of 6.6% and increase in gross non-performing assets by 56 basis points to 1.46%.
Management sounded optimistic of its full year guidance despite Q1 weakness, however, it remains to be seen how growth picks up in the coming quarters.
Sealmatic India Limited (21-07-2024)
There is nothing like sure shot investment in stock market. Though we look for certainty, Warren Buffet said that certainty comes in market at a very high price. As we are discussing, and many of us are invested in such micro cap company, on the very definition of micro-cap investing, we are playing with uncertainty. It all boils down to “thinking in bets”. Let us have a look;
- March half year result was poor, and it resulted in some correction in stock price. I bet that future results shall be better.
- In last one year, the company has acquired numerous certifications, increased production capacity, started marketing aggressively, developed foreign connections… The effort is likely to be rewarded.
- On project side, the company has been able to grab a few prestigious orders.
- On market cycle front, capital goods industry is likely to do well in this phase of the market. Investment environment gives a tailwind to the sector.
- The company is serious about its foray into defence sector.
If these things happen, investors in the company may be rewarded handsomely.
If these things does not happen, i.e. investment environment worsens, market crashes, the company financials deteriorates- of course some losses will be there.
We all put our probabilities on both the scenarios and move further. Future will always be uncertain.
(Invested and Biased)
Shakti Pumps – solar shakti (power)! (21-07-2024)
Management had guided for 30% revenue growth. Not sure where this 3000cr number is coming from. Even in the investor ppt they claim to exhaust the current 2000cr orderbook in 15 months. By your projections they will do 2400cr+ in next 9 months.
Projections should be backed by logic and when they are against what management said, should accompany caution and disclaimers. Very irresponsible statements.
Uttarakhand will accommodate Agniveers in govt departments: Dhami (21-07-2024)
Govt has no plans to import milk powder, opposition making false claims: Amit Shah (21-07-2024)
Jkil — jkumar infraprojects (21-07-2024)
Is it possible for a company to have fixed operating margin for years… J Kumar has 14% margin for 5 years (apart from covid year of 2021) - exact 14% every quarter. that too for construction companies where revenues are fluctuating based on project progress…