Why the stock is sideways from a long time even after 2 quarter of good results?
Posts tagged Value Pickr
Rainbow Children’s Medicare – Niche player in Hospital Industry (14-08-2024)
They have a lot of new hospitals and beds brought online in the last 2-3 quarters. The front ended costs are (potentially) hitting balance sheet and as a result bottomline looks slow growing. More greenfield expansion would result in higher front ended costs suppressing the numbers.
I would track the ARPOB and occupancy metrics for matured vs new and check the trend. I am invested and continue to stay so as I don’t see a threat to the core business of childcare as there is not much direct competition. In any case, the concall should give better subjective insights on management’s view.
Disc: Invested
Sterling Tools (STL): Fasteners & EV MCUs (14-08-2024)
Hi ranvir, do you still hold this
who are competitors for MCU space
Dreamfolks services limited( DFS) (14-08-2024)
if all this is true, how is management so confident of 20% revenue growth ?
Marksans Pharma- Can it be the next Pharma Biggie? (14-08-2024)
Teva would be commissioned in phases , phase 2 to come up by the end of FY25 only
Balaji Amines Opportunity (14-08-2024)
Unable to find Q1,Q2,Q3 – 2023 conference calls. Was that happened or the company skipped to conduct the conference calls during this quarters
Monthly Income Plan for 76 year old (14-08-2024)
Please check Parag Parikh Conservative Hybrid Fund. It has Debt+Equity+reits with conservative approach.
DDev Plastiks Industries – A Smallcap Gem (14-08-2024)
Backward integration is a very small risk, from the con-call I can understand that Red Sea issue is also having the impact and this will continue for this quarter.
Equitas Small Finance Bank: A Profitable lender to small businesses (14-08-2024)
slippage means bad loans, so higher provisioning.
Ceigall India Limited (14-08-2024)
Just on a high level analysis, I saw that the cash conversion cycle is negative, however, the operating cashflow is also negative (-211 cr) even after profit from operations of 523 cr. Happy to hear your thoughts if I am missing something.
