Orchid Pharma Limited has received DCGI approval for its first invented and made-in-India Antibiotic Drug Combination of Cefepime and Enmetazobactam.
Posts tagged Value Pickr
Great articles to read on the web (06-06-2024)
- The easy phase of the bull market is over
- We see buying opportunities in consumption, especially food-related companies, as rural demand picks up
- Last quarter, we exited most of our PSU names because we felt that some private sector names were in a better position.
Sometimes I feel that if a normal investor can keep up with these sectoral rotations. As soon as retail investors got attracted to PSU banks, the consumption sector is now in fashion. It’s a full-time job to get that extra alpha.
Permanent Magnets – Business under transformation? (06-06-2024)
Hi Venkatesh,
I trimmed a bit around 1400 – 1500 (40% of my original position sold) due to valuations but continue to hold the rest. I track the company as I used to do earlier only. I think EV segment has slowed down quite a bit and we arent sure when the revival will come. However, there are other three segments which are expected to do well for them – alloys, domestic meter segment (which they earlier weren’t sure on the scale up) and the JV with Quadrant to manufacture and assemble Neodymium Magnets. Revenue scale up will happen with all these segments despite EV slowdown. However, margins might be lower than what they used to do. These three segments provide them a good opportunity to scale up considerably.
Akash Portfolio (06-06-2024)
Portfolio update:
Current portfolio
-
Senco Gold
Company came up with good results. They are guiding for 20% growth going forward.
They are trying new products like luxury bags and lab grown diamonds via a newly launched Sennes brand. Good thing is they have only launched 3 stores and did a soft launch to see traction rather than going all in.
Expansion in the north and central region will increase the stud ratio due to diamond preference of the customers there. -
E2E Networks
Company came up with good results. They have ambitious plan of huge capex of 800 Cr in this financial year.
The demand of cloud computing is going to increase as the use of artificial intelligence goes mainstream.
They are planning to target big institution in addition to the startup ecosystem going forward.
Globus Spirits (06-06-2024)
Is there a way to track Maize and broken rice commodity prices in Eastern india?
Bull therapy 101-thread for technical analysis with the fundamentals (06-06-2024)
Ceinsys 424
Stock is trying to bounce back from an important support -trandline, 50% retracment of last leg.
If it contiues this trajectory, then we’re due for a big move in coming months . SL is 396.
Disclaimer: This is our view just on the basis of technical charts, no buy-sell recommendation.
Kernex: TCAS led multi year growth story (06-06-2024)
Just checked with the company secretary, and results will be posted within a week.
Amara Raja Energy & Mobility Limited: Powering Ahead (06-06-2024)
Pardon me for bringing out the political angle out here. But stock moves do suggest the TDP angle.
Coz TDP has submitted a letter of support to PM Modi as of today.