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Posts tagged Value Pickr
Amic forging limited – sme (05-08-2024)
In SME companies the P/E is not the actual indicator to track.
These small companies have their own STORY – their aggresive promoters and their special products which is scalable to big levels.
The compant is out with a preferrential issue – just after 7 months from IPO(generally doesn’t happen in SME companies) – there must be some big plan definitely.
Disclosure – Invested
Glenmark Life Sciences (05-08-2024)
Meanwhile the stock is up by 5% today 
All GLS plants have regulated by USFDA, PMDA, COFEPRIS, Health Canada, MFDS (Korea), EDQM, other European regulatory agencies for various inspections and audits periodically and it doesn’t have any warning letters or import alerts from such regulatory authorities.
The closure notice by GPCB at Ankleshwar plant temporary affects the production, but it is negligible and will not make substantial impact beyond this quarter. If someone is invested with a short term horizon then that’s the different story. Nothing to bother for long term investors.
Regarding Dr Yasin Rawjee, company has a strong proven track record of strong EBITDA margins at 30% which reflects management capacity and quality. There is nothing wrong is being conservative while giving growth guidance because business scenario change with time or in given situation. i.e external factor can affect the demand just like red sea shipping crisis
Disc – invested
Edelweiss Financial Services (05-08-2024)
Seems a little optimistic on the AIF valuation given poor ROE…overall Nuvama stack, plus MF at 3K valuation gives enough cushion for valuation – assuming they don’t do same mistakes on the lending side
Disc: Invested
Glenmark Life Sciences (05-08-2024)
Similar notice has been issued by GPCB to SGRL last week, it would be good to see how its resolved by SRGL as well.
Red Tape Ltd. – The next fashion giant? (05-08-2024)
Yes, seems like franchisee gets about 25% on sales. Attached pdf includes details.
Red tape expression of Interest Online Store (1).pdf (143.5 KB)
RS Software – Will they pay investors too? (05-08-2024)
This is the first software company I have seen which does not mention Chief Technology Officer on its website. seriously? Do they even have this role?
Book Summary – Joys of Compounding by Gautam Baid (05-08-2024)
We already have a dedicated thread for book reviews. Please move your content there as this thread will be deleted in a week.
Multi-Disciplinary Reading – Book Reviews – Books & Tutorials – ValuePickr Forum
KFin Technologies (05-08-2024)
Add financial details, detailed risk analysis & disclosure of your holding. till you comply, the thread remains locked.
Rajesh’s portfolio (05-08-2024)
Looks very promising indeed ! sales from last 3-4 months have really picked up…