Did any body notice that fixed assets has tripled in balance sheet (From 15 to 45 ).I see it as a big positive.Have done the maths and it gives me 5X target.
Posts tagged Value Pickr
InterGlobe Aviation – Indigo (18-06-2024)
Are operating margins computed in same way under Ind AS and US Gaap. Better to check PBT levels.
But agree that current 12% difference in margins (even if not uniformly computed) is a big one and likely to correct.
Disc. Forcefully Exited due to shares lost in Karvy scam.
Kotyark Industries – Only Listed pure Biodiesel Player (18-06-2024)
Vikas is right. Indent is different from. (Letter of) Intent.
LOI is a mere wish to do (procure)…indent is request to supply against issued purchase orders.
Regards
Disc. Tracking not yet invested
Hariom Pipes Ltd: A Capex Play! (18-06-2024)
Here, they have guided… How they will
Also, CF turns positive after long time in last Q + Inventory, Receivables turnover ratio also improved
Hope for the best from Q1
Kotyark Industries – Only Listed pure Biodiesel Player (18-06-2024)
The company issued statement says indent, and specified what order the system follows,
What you have seen may be different.
Disc: invested
Godawari Power – Any Trackers? (18-06-2024)
Amazing to see that GPIL is now going for buy-back
What an amazing wealth creation story this has been! 5 years back this company was available at a Mcap of just 700-800 Cr and today they are doing a buyback of 300 Cr!
Like discussed in the past in this thread, this sector has gone through big changes and GPIL has done superb execution and adopted good practices.
Ayush
Disc: Invested
Supreme Power Equipment (17-06-2024)
Supreme Power Equipment Ltd. has a rich history and a diverse product portfolio, specializing in the manufacturing, upgradation, and refurbishment of various types of transformers, including Power, Generator, Windmill, Distribution, Isolation, Solar, Energy Efficient, Converter, and Rectifier Transformers. The company caters to several industries and has established a strong presence, particularly in Tamil Nadu, with significant expansion plans
Kothari Petrochem Ltd~ A hidden moated small-cap company? (17-06-2024)
Hey, any Update on this Stock.
It seems they are able to sustain double digit operating margins from Mar’21 (QoQ and YoY). The market rewarded this stock for some time with sustained growth in sales. The debt to equity ratio looks very health and even the re-investment rate is 11% of their operating income. Looks like they are able to fuel there capex requirements adequately from the income as of now.
Som Distilleries and Breweries (17-06-2024)
This is the response of the management in reply of the news regarding child labour at their factory.
Disc not invested will never invest