I think you are very wrong in saying that it was a commodity business. It’s the farthest thing possible from commodity. It’s all about comfort and value-add
Posts tagged Value Pickr
National Peroxide (04-07-2024)
the price of the stock should go to the 1800 cmp tab take this will be on break-even
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (04-07-2024)
Annapurna Called off the acquisition of Arati brand. The reasons for cancellation of the deal are also mentioned.
Karnataka bank – private bank @ public sector valuation (04-07-2024)
IMHO the Management has been extremely conservative in the past. A new management has taken charge in the recent past and they have announced avenues for revenue growth and have also taken action in some of those avenues. For detaills, please refer to their recent Earnings Call. If those measures frcutify, the market may reward the bank with a rerating of the PE. Everything depends on the success of the initiatives annunced. Disclosure: Invested. My views are biased.
National Peroxide (04-07-2024)
it is listed at 500 cr market cap
why is that it should have been more than 1000 cr
Narayana Hrudayalaya Ltd (04-07-2024)
Various snippets on insurance business as discussed in their concalls
Red Tape Ltd. – The next fashion giant? (04-07-2024)
As mentioned in last AGM, Redtape have launched ‘backpack’ category also. Available at Amazon and Flipkart.
Carysil (earlier Acrysil) – Kitchen sinks (04-07-2024)
The company has raised funds amounting to Rs 125 Cr by QIP.
d4cba770-2f5b-4797-a6d0-09ea1a2e7976.pdf (1.5 MB)
FIEM industries : auto ancillary player (04-07-2024)
High deliveries continue…
