Posts tagged Value Pickr
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (16-05-2024)
Why does Embassy have 12% capital gain on a one year trailing basis which is comparatively higher if we compare it to Brookefield and Mindspace when Embassy has been facing this issue?
Wonderla Holidays (16-05-2024)
Not sure if the water rides are stopped due to water crisis. Water rides are major attraction during summer.
Satin Creditcare Network Ltd – Reaching out! (16-05-2024)
Hi, can you please share on where the management has guided for a significant decrease in RoA? From its latest investor concall, they have guided the RoA to be in the range of 4.25% - 4.75% for FY25. Also, the rate cuts (when and if they happen in this FY should only benefit them). They have also managed to bring their borrowing costs down, the upgrades in credit rating is helping them here.
Disc - invested and biased
CMS Info Systems Ltd (16-05-2024)
Being from a tech company similar to TCS, I would say this is a scenario thats possible but most improbable . How large is the ATM business ? Will it move the needle by any meaningful amount for bigwigs like TCS ? If not then why would they get into it ?The big corporate groups have enough muscle to outmuscle anybody if they wish but the reward have to be large enough .Also TCS infy etc are not in the ATM deployment business themselves…sure they can develop these softwares but they have to sell it to companies like CMS who deploy and manage ATMs .
DroneAcharya Aerial Innovations – a new age business (16-05-2024)
It’s working now, isn’t it?
SmallCap Hunter : Trying to find the dark horses with triggers (16-05-2024)
@Ajit_Mohanty, @Ghonarbochon Hi Guys I am new to this platform. I had a query can you please let me know where can I find the expected Q4 or H2 FY24 result date of Droneacharya Aerial Innovations Ltd.? Searched the internet, cant seem to find it anywhere.
Sanghvi Movers (16-05-2024)
Hello, Sanghvi is different from Ace. Sanghvi is more of a distributor of Chinese equipment into India primarily catering to the wind sector. On the other hand, Ace has their own brand of cranes which has gained traction due to the infrastructure push. Ace is also manufacturing higher tonnage cranes now. Ace is making backhoe loaders which so far has been dominated by JCB and they intend to gain market share here. They also want to export these backhoe loaders. Also the return profile of Ace and Sanghvi is very different. Sanghvi has operated on low RoE in the past and also debt however Ace is comfortably 20%+ RoE and even higher RoCE and a net cash balance sheet.
Data Patterns (India) Limited (16-05-2024)
Can you please reshare the presentation