Ritco Logistics:
- Company raised a fund of Rs.100 Crs via Preferential Issue.
- Ventured into new segments of Cement, Steel and Solar
- Trading at a PE lower than industry’s level
Any other updates on Ritco Logistics ??
Posts tagged Value Pickr
Ritco Logistics-Microcap opportunity (02-07-2024)
ValuePickr Ahmedabad (02-07-2024)
Hi, please DM me your phone number, will add you to the group.
Music Broadcast Limited (Radio City) (02-07-2024)
ENIL share price has consistently moved up due to better operational metrics, while MBL is still lagging behind. EBITDA needs to improve for next 2-3 qtrs post elections and upcoming festive season. Unless this happen, its difficult to sustain 83 PE, when ENIL is available at 38 PE. And somewhere both the groups need to learn to distance themselves from showing political affinity.
Sansera Engineering (02-07-2024)
@abhishek_sinha quite a detailed note; wrt MMRFIC <> Sansera, one item i am not able to get a handle on is what does Sansera bring to the table for MMRFIC;
Sansera’s competency is forging, machining of parts, while MMRFIC products are more fabrication led which has no overlap with Sansera’s core expertise;
so Sansera’s value add is not clear; it can connect MMRFIC with customers but thats the max it can do; it can’t add anything to the R&D, nor support in manufacturing (atleast till now), may be play some part in integrating the components for the A&D clients that MMRFIC brings/wins, is it that much only?
Any idea?
Nuvama Wealth Management: Proxy to Affluent India (02-07-2024)
Loan against Securities is completely protected against collateral. This is the only firm with complete solution for a full cycle. That is the reason perhaps their family offices clients are growing at higher rate.
Archean Chemical – Specialty Chemical Leader (02-07-2024)
Interesting Update
Gulf Oil Lubricants – A low risk way to play the economic cycle? (02-07-2024)
With the rise of data centers, there is going to be an inherent need for better cooling systems. From what I have been reading, the traditional method of air-cooling will be replaced with liquid cooling systems as they are more cost effective, consume much less power and help in better overall performance. With this in mind, do we know if GOL has any plans to enter this specific segment? For instance, Castrol’s ON immersion cooling fluids have been developed to meet the needs for exactly this i.e. data centre, edge computing etc.
Man Industries a revival in progress (02-07-2024)
Man Industries: What’s Driving Its Optimistic Growth Outlook in the Current Market Scenario? |ET Now
Management guiding for 100% rev in 2Y
Max Ventures – A Unique Demerger Opportunity (02-07-2024)
Senior Living – Max india is already doing this – But Max estates is also going into a hybrid form of Senior Living.