Results will be out today i.e. 26th May 24. Concall is on 29th May
Posts tagged Value Pickr
Basilic Fly Studio Ltd (26-05-2024)
Do you guys think AI platform like Sora and others can become a future threat to VFX companies like BFS and others ?
I think in 5-10 years text to video generation platforms will mature and can easily do the same work in less than half or fraction of cost.
I also tried to find any questions related to this in concall but unable to find anything.
Piccadily Agro Industries Ltd (26-05-2024)
Q4FY24 results analysis
https://x.com/radireddy/status/1794610225971908803
Capacity analysis
https://x.com/radireddy/status/1794614767098691929
Dodla Dairy – South India Focused Dairy Player (26-05-2024)
where is this 23 cr coming from could you please explain for study purpose
JEENA SIKHO- seems shady, one off? (26-05-2024)
Business model
https://x.com/radireddy/status/1794601532421222649
PDS Limited – A platform for entrepreneurs (26-05-2024)
A very thoughtful analysis. I m watching this business and had similar questions in my mind. Their margin is very low that bothers and it’s decreasing Y-o-Y. I guess we should watch for improving.Aldo , Having 600+ supplier and partners makes it like a platform or integrating type business . Simply They are connecting every one and earning fee like marketing fee. Sometime brand’s would like to work directly or at the end no-one will make money .due to competition.
Corporate Fraud/Misdemeanor – Public Domain – India lessons (26-05-2024)
When they will integrate their business with the listed company, sales and profit will jump in quarterly results. Market cap to annualized profit will give the pe. If it is reasonable then consider otherwise avoid these manipulated stocks.
Note: the business of the acquired company is not important and can be unrelated. The business of the acquirer will drive the valuation.