stock investing always has regrets. for not buying, for not buying enough, for not booking profit, for selling early.
Posts tagged Value Pickr
Carysil (earlier Acrysil) – Kitchen sinks (12-07-2024)
Saurabh Mukherjee from Marcellus has bought stock and is pitching it to the whole world.That is reason enough to worry. But jokes apart…last three years there is no growth in profits.
I used to own this stock. The promoter had spun such great stories of growth and capacity expansion. However no profit growth for the last 3 years is a bitter pill to swallow.
QIP at Rs 794 has also contributed to stock fall. It has been a terrible performer in the last 3 years when most stocks have doubled.
Moral of the story: A great story has to be backed up by delivery of numbers. If not fundamentals ultimately catch up.
Camlin Fine Science Limited — Looks interesting but some way to go (12-07-2024)
Is anyone diligently tracking Camlin & the corp updates? Can you share an update?
Neuland Laboratories Limited – Transformation towards niche APIs? (12-07-2024)
Does the change of Logo symbolizes the transition? Is the growth already priced? Mgnt said now in consolidation base , post FY25 onwards will see growth.
Carysil (earlier Acrysil) – Kitchen sinks (12-07-2024)
The price is down to Rs.790 from 52 week high of 1150 current PE IS 39. The fundamentals of the company are good, average sales & profit growth for last 5 years 25%, with ROE of 20%. The products of the company have good demand, management is also decent and after recent QIP net debt to equity also looks reasonable.
Can anybody share his views on 30% fall in price from 52 week high price of 1150.
In recent QIP the company has issued 1575000 shares @ Rs. 794 i.e. 5.4% equity. Can these QIP shares be the reason for sell off.
Is it the right time to buy ?
FII/DII activity – and what we can make out of that! (12-07-2024)
The source for the data:
https://www.fpi.nsdl.co.in/web/Reports/ReportsListing.aspx
TCS opportunity (12-07-2024)
AI projects pipeline:
TCS 1.5 B from 900 M
Accenture - Generative AI new bookings of over $900 million for a total of $2 billion fiscal year to-date
TCS is for AI, they don’t have specific number disclosed Gen AI. Interesting developments going on AI front.
How to register with SEBI as a Research Analyst? (12-07-2024)
Is the ignou pg still relevant in 2024? And we dont need a work ex right to apply for sebi registration?
How to register with SEBI as a Research Analyst? (12-07-2024)
As far as I know, CFA is not valid for RA eligibility. Do note that I am not an expert in this field, just someone who went thru the process earlier.
The best option is to email SEBI to confirm on the courses eligibility.
Texmaco rail and engg. – A high tech total rail solutions provider (12-07-2024)
Won’t Be Surprised To See An Increased Allocation Towards Railways In The Budget: Texmaco Rail
Texmaco Rail and Engineering, a private engineering and infrastructure company based in Kolkata, expects a 40-45% growth in revenues this year.
Sudipta Mukherjee, Managing Director of Texmaco Rail and Engineering says the company has a robust order book of nearly ₹8,000 crore.
Nearly ₹5,500 crore of these orders are dedicated to the freight rolling stock.
The remaining orders are spread across steel castings, components, and the EPC (Engineering, Procurement, and Construction) division.