I think Transformers, and renewable energy space is atleast 5 years story, if not more.
And Shilchar’s export orders, and relationship with overseares customers from developed countries -should ensure the margin to sustain for a very long time.
Posts tagged Value Pickr
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (14-05-2024)
Great articles to read on the web (14-05-2024)
Is there a very specific threat that you are seeing in the competitiveness of any of your portfolio companies? Any evidence of that threat playing out? Just trying to learn more about this.
My opinion is that businesses would adapt.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (14-05-2024)
The company has never had such margins in its history. In my opinion over the long term, they are not sustainable. Unless they have fundamentally changed something about the business. For example usually building a transformer is a labour intensive process. Especially when the transformer has to be customised.
So unless they have suddenly figured out how to automate more of the building process, I am not sure if margins can sustain.
Great articles to read on the web (14-05-2024)
Anyone think its time to Ai proof their portfolios Just saw the new version of ChatGpt and its already way better than what it was last year.
Being optimistic on AI and vice-versa pessimistic on humans, its time to get rid or at least think hard about what AI could replace in a portfolio. I took a look at mine (lot of IT and finanicals) and very few passed the AI sniff test.
Only Eicher Motors and Supreme Inds look safe. Safe because they actually deal with “physical” objects. I also feel the AI fear could have something to do with the run up in “physical” stocks like mining, shipping, etc - nmdc, hindcopper, geship etc to name a few. Yep, AI still doesn’t synthesize gold or copper.
The SME portfolio (14-05-2024)
For year end, all the companies are given a time limit of 60 days viz. 30th May.
Beyond that penalty of 5k per day.
So Half year H1 (SME) or Quarter 1,2,3 (rest) are given 45 days
but for H2 or Q4 viz March Quarter, this rule is not applied because there in Audited Financials are given for the full year whereas rest all are technically audited but are just assurance from auditor.
Globus Spirits (13-05-2024)
If OPM is halfed,Mean reversion will take place-It is at the lowest ever margins for now
Gandhar Oil Refinery (13-05-2024)
Let’s wait for the business result first
Investment in Bank Of India (13-05-2024)
Why Bank Of India is unseen by most of the investors?
Satin Creditcare Network Ltd – Reaching out! (13-05-2024)
Satin Management has provided guidance indicating a significant decrease in Return on Assets (ROA) for the current fiscal year compared to the previous one. This is attributed to a slowdown in disbursements and an increase in stressed loans, particularly in Punjab. Should we interpret this as a sign of growth topping out and a deterioration in asset quality? This pattern has occurred multiple times in the past, and it seems the market is already factoring it in. As I’m not an expert in this sector, I would highly appreciate expert view on this matter.