Above post is from LinkedIn (Moonbow Investment Advisors on LinkedIn: #investmentopportunities #longterminvesting #emergingmarkets #growthstocks…)] wherein it is claimed that Pix is targeting revenue of Rs. 1000 crores by FY27 with export of 80%. Can anyone please confirm that this guidance is given by management in AGM or elsewhere?
You are right, Sudhakar. I indeed meant M.Cap/Sales.
I have attached a screenshot of different ratios of QSRs and restaurants.
https://forum.valuepickr.com/uploads/default/original/3X/9/e/9e4fe2dc5e15b67c21d4c050010348a0935c6c2b.png
Dear fellow VP members,
Could someone please share the AGM notes for FY 2023-24 ?
Thanks very much!
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I won’t know about risk reward ratio without the holding period but my totally unscientific view is that people don’t buy SMEs for long term as of now. You are correct, it was Nse as written on paper. My mind must be foggy. Thanks.
Prakash inds is a company trying to transform itself into a value added company. Technically it has turned weak during the recent market correction, and new bullish signals are still awaited.
Repco along with other good housing finance cos should benefit from the housing demand and govt support to the sector. Company does regular concalls and so do its competitors so one can listen to them and have an educated guess on how things are going.
@Shakti_Srivastava I don’t track Olectra or JBM auto.
OAL had a clear early stage rounding bottoming structure, which I have seen succeed many times in the past in other stocks. And it is a company which I had followed many times in the past too, so there was that comfort about knowing a bit about the company.
I also had considered SHK and Privi when I looked at OAL but since I am a concentrated investor, chose to stick with OAL as the chart pattern, entry point and some knowledge about company was better as compared to others.
Manali Petro is essentially a commodity products company. The main thesis for investing here was imposition of anti dumping duty which could have benefitted it. But that is taking a long time and still no news on that front.
Compared to that, companies like OAL have slightly more niche products, and has a broader basket of products.
On charts support for Manali could be 55 and on way up, 85 which was previously an important resistance again assumes importance. Things can change if ADD comes around, else it can remain sideways. ( My view, and it could go wrong)
Detailed risk analysis and disclosure of your holding is missing
Nestle too had this complaint with highly regulated infant food. I think this is pretty common and the companies will revert saying they maintain the highest standards and there is no difference in quality between Western countries and India. This will be a no issue soon. If stock price corrects due to this news, it should be seen as an opportunity to accumulate.
