I would be a bit skeptical about NAV consolidation at 1400 level, we are seeing a super cycle for shipping industry and it’s only matter of time before tides turn.
Posts tagged Value Pickr
Pitti Engineering Limited: Is it on an inflection point? (17-05-2024)
Audio recording of conference call
Balkrishna Industries (17-05-2024)
very good results from BKT.
Good improvement in profit margin
JK Paper – Best Bet in Paper Sector? (17-05-2024)
Company has filed application for anti-dumping duty on packaging board. Can anyone tell how to track this online, I tried checking on DGFT site but couldn’t find any?
DCX Systems Ltd (17-05-2024)
Excellent conference call.
Complete clarity provided by the management, every question and concern has been answered.
Many expected the price to tank post results, but instead the gap down opening was quickly lapped up within minutes.
DCX is an investment and not a trading stock. Those who expect QonQ growth will always be disappointed.
NIART execution yet to begin. Massive Indian and global opportunity here for railways
New JV TOT to yet be done.
Lockheed Martin happy with the delivery. Future orders can be huge. Anyone who has done basic research on Lockheed will understand what quality they work with.
Only player in India for MRO.
Hints about order pipeline chases being so robust that it can take care of next few years of business.
Huge runway ahead.
DCX - not for the faint hearted.
Avanti Feeds (17-05-2024)
I mean the general quality of confidence is lower with smaller auditors. Not a capability point more related to intent and checks and balances. Especially when management description of accounts is questionable as in this case…
Avanti Feeds (17-05-2024)
They increased salaries by a good amount sometime in 2023. And unless I’m very wrong this factor has depressed both return ratios and share price reducing returns for management…
But thanks for the response. It’s quite frustrating. They’ve been gaining market share and have seemingly avoided many pitfalls better than competition (my company works with other players in theindustry so have some general idea of what’s going on), but this fact I’ve not been able to fathom.
Jash Engineering – Is it a multibagger (17-05-2024)
Read the FAQ document on their website
SmallCap Hunter : Trying to find the dark horses with triggers (17-05-2024)
The red flags that I raised back then on this company couldn’t be any clearer and finally it all came out in the open. Interestingly, SEBI found out same things that I pointed out in my post, related party transactions and fake sales/manipulation of P&L. I am glad I didn’t invest. Market has its own of teaching a lot of things and keeping you humble.