it is irrelevant to investors…
Posts tagged Value Pickr
Pennar Industries Limited (12-08-2024)
Pennar results
- Hiving of bad businesses.
- Margins seems to have increased
On track
DCB Bank – Steady performer (12-08-2024)
Hi…Today I have taken a position in DCB bank. I think it is most undervalued bank currently in private sector. Reasons for its undervaluation is its lower ROA. But in my opinion , nothing much is to loose in DCB bank from its current market price.If thinks improve from here in next 3-4 quarter then chance of gain will be quite substantial which can beat easily nifty 50 returns.
Dis: buyed @ 119.61 and its 2% of my portfolio.
Time technoplast (12-08-2024)
Just fantastic. Should be a stellar year.
Meera Industries : Worth a look (12-08-2024)
Meera Industries just declared a dividend of ₹0.5 per share to non-promoter shareholders.
I see this action as a HUGE vote in favor of my above hypothesis.
Strong revenue and profit growth YoY with the plastic division yet to contribute.
Looking forward to the AR to learn more about said division.
Avanti Feeds (12-08-2024)
U hit nail on the head , i was also scraching my head how come waterbase in the same sector is posting losses, yes avanti is having great execution skills,
DCX Systems Ltd (12-08-2024)
Wasn’t expecting blockbuster numbers in Q1 – but what’s posted is quite poor and lower than my basic expectations.
I am guessing some execution may have been delayed. Also guessing mgmt will maintain their guidance – which means the remaining 3 quarters can be heavy.
Staying optimistic – waiting for tomorrow’s call.
Avanti Feeds (12-08-2024)
A simple analysis of this qtr result will show how beautiful/strong business model of Avanti is. The whole industry has been in shambles and most of the players are making losses and de-growing while Avanti continues to grow and is making all time high profits now:
Amazing execution and business quality at display here. This should be a business case study at some point.
Manohar’s Portfolio (12-08-2024)
Why did you sell 3b blackbio?
Ambika Cotton Mills (12-08-2024)
And Global Cotton prices have been plumbing the depths for the last two years.