I have written a note on Confidence Petroleum. You may read it here – Blogs
I feel the value of confipet can double in 2-3 years and the company can achieve Rs. 500 crs in EBITDA.
Posts tagged Value Pickr
Confidence petroleum (10-06-2024)
SmallCap Hunter : Trying to find the dark horses with triggers (10-06-2024)
This should interest many, a beneficiary of growth in the Railways, e-buses, healthcare, hotel industry, etc…
Kernex: TCAS led multi year growth story (10-06-2024)
Any thoughts on current levels around 350…stk corrected significantly from highs. The takeover news by Alstom is faded but the order book is packed. Can promoter b able to execute ??
Lincoln Pharma … the next mid-cap pharma in the making …? (10-06-2024)
SAST update: Promoter Munjal Patel bought 35,000 shares in the open market. I think promoter will continue to buy smaller quantities of share in the open market of the next 12 months.
Indiabulls Housing – A compounder from here? (10-06-2024)
Yeah but it was a way after ILFS crisis (around 2018) and this guidance was given in Sep2020 (after covid) besides my point was not regarding any specific details but was to highlight that we need to take whatever they mentioned in IP with a lot of salt. Thanks!
Disc. Has holding. may be biased.
Royal Orchid Hotels – Available at good valuation! (10-06-2024)
Multiple factors –
The Hotel Industry is the strongest at the top end – 4 star, 5 star level. Royal Orchid has a large presence at the 3-star level. That’s one source of skepticism
FY 25 is gonna be a year of consolidation. That’s another
Royal Orchid / Regenta – is still not an established brand. I think, they need to put in another 2-3 yrs of good work in areas of quality control etc to make their brand – more robust
Krishna Defence & Allied Industries Ltd – SME play on Shipbuilding (10-06-2024)
Detailed risk analysis is missing. Please comply. Till then the thread remains locked.
Bajaj Finance Limited (10-06-2024)
How is IPO of a subsidiary good for Bajaj finance?
Demerger will give the existing shareholder the shares of demerged entity. IPO will only make the parent a holding company and hence will result in holding company discount.
Disc: Invested in Bajaj finance, so opinions are biased.
Borosil Limited (10-06-2024)
yes it will be priced as zero acquisition value