I don’t think so that water rides are stopped as I have search regarding the same on YouTube and found some ramdom person posting videos of there recent trip to Wonderla Bangluru and in that videos they are enjoying water rides n all without any Hassel. There expences are rising like salary n all because they are hiring more n more person at top level and also on operational level of park as Bhubaneswar park is almost ready and going to be operational on 24th may.More things will be clear in today’s concall
Posts tagged Value Pickr
Varanium Cloud SME, the next Brightcomm Group? (16-05-2024)
@Ascendant Is Beat The Street your own twitter handle? BTW, you warned everyone and predicted this saga long back. Kudos!!
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (16-05-2024)
That’s why they foraying into the wealth managment with a strong team so that can be balanced with a new vertical and also capitalising on the cash market numbers getting strong and investors thinking of preserving wealth that they have mad in last 5 years through either derivatives or speculative investing
INOX Wind (16-05-2024)
Stock reversed beautifully from the trendline as shared above. Interesting development in the inox gfl group
https://x.com/etnowlive/status/1790955498096959957?s=48&t=taDyVj4_oT168hw6IQLVFA
Lt foods (daawat) (16-05-2024)
@yashchandak KRBL last few years are very turbulent. In one Quarter they were able to export high broken rice and in other quarter, very high bulk export, in one quarter they have Saudi sales starting and in other quarter Saudi sales back to zero. In one quarter, a bulk shipment is not delivered to client and revenue got deferred to other quarter.
I would recommend you read concalls of LTFOODS and KRBL for last 5 years, You will neither find positive nor negative surprises from sales perspective for LTFoods except impact of soya sale due to US anti dumping duty. But in KRBL, you will find lot of these surprise both on positive and negative side, which makes their revenue to fluctuate lot higher even after factoring rice/paddy price fluctuation, this makes their Ebitda all over place
When it comes to LTFoods margin, In presentation you can find the Rice segments margin, you will find fluctuations, but offcourse not to the extent of KRBL which is due to their own problems
Q1 - 12.9%, Q2 - 13.9%, Q3 - 14.8%
Pricol limited – OEM automotive (16-05-2024)
As per today concall Management has lowered the F.Y 2026 revenue guidance by 10% to 3600 cr ,earlier management guided for 4000 cr revenue and also export guidance lowered to 10% of sales instead of earlier 20% .
Sanghvi Movers (16-05-2024)
EPC guidance is 200-250 Cr, which will also contribute to the PAT plus this is order book as start of this year, company will get more orders eventually.
Sanghvi Movers (16-05-2024)
I read somewhere that this 250-300 Cr capex is aligned towards crane business , as Rahul pointed out that 100 Cr addition of gross block gives an additional PAT of 7 Cr than on an 300 Cr capex the PAT gorwth is 21 Cr . This over a base of 188 Cr - FY 24 bottomline is just 11% PAT growth - (given the utilization and yield remains at current level) in upcoming FY from the core business , EPC excluded . Can someone help me understand what am I missing out ?
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (16-05-2024)
ship order is all time low, and still no one is buying new assets even when crazy prices on ton mile currently. if you look at stocks like Scorpio tankers, even they are clearing debts , but no addition of new ships…as you rightly pointed 40% EPS degrowth and still stock should make decent profits plus will be zero debt shipping company…