Q4FY24 concall summary
https://twitter.com/radireddy/status/1795135109038751835
Posts tagged Value Pickr
Senco Gold: Upcoming gold story! (27-05-2024)
Nazara Technologies (27-05-2024)
Looks like the case, interesting pluto wealth md also hold 9% in personal capacity. There is definitely something market smelling and hence share was up 12 % 
Sreechem Resins- A Construction Chemical and Housing Solutions Company (27-05-2024)
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Krishca Ltd : A SME offering steel strapping Solution (27-05-2024)
FY24 Result released by the company
https://nsearchives.nseindia.com/corporate/KSSLQUICKRESULTS27052024_27052024210315.pdf
Revenue up by 45%
PAT up by 42%
PAT Margin is 12.6%
Sreechem Resins- A Construction Chemical and Housing Solutions Company (27-05-2024)
As per the result on sales of 20cr pat of 2.19 cr is possible as they have clocked margin around 12.3 % and as the company is in loss from more than 6 quarter hence tax rate is zero for them.
Dreamfolks services limited( DFS) (27-05-2024)
The Below Life is just Joking, kindly take it as a general comment.
Have You Seen BASHANT MAHESWARI’s Video.
Jyoti Resins & Adhesives Limited (with bloated reserves) (27-05-2024)
If you could click, on the (+) sign, then you would find, the real reasons. I think there is no such problems.
DISC-Invested
Asking community for help (27-05-2024)
Hello,
I am an AI Developer, we are a startup, looking forward to build AI products to cater every group of people.
In today’s world everyone is aware than, we as human should not fear AI, we should learn how to get along with them.
So, i am asking this community, what are the problems that, people in this community is facing while doing financial analysis, Please, fell free to communicate your problem, i will take forward your problem to our team, and we would definitely try to solve these problems, and would give them for beta testing.
Thank You
Sipun
SJS Enterprises Ltd (27-05-2024)
Evergraph has exited completely. KA Joseph has increased his holding to 21.55%
The company is a potential candidate for rerating.
The HS Portfolio (27-05-2024)
Wanted to put some more thoughts on why picked REC.
Power and Infra is going to be the extremely important over next 5 years.
India is estimated to spend at least 7 lakh crores across on power-renewable+thermal+nuclear and distribution.
So REC wants to grow loan book from $62 billion to $ 130 Billion in 6 years. that puts it at CAGR of roughly 14-15%.
Using green bonds and overseas borrowings to reduce cost of funds. Improvement in NIM and final spread.
So it will be story of scale. Non POwer Infra loans will get better pricing and NIM’s.
The cake has been eaten in the last one year since price has tripled. However i beleive there is room here for a solid 10-15% + dividends type of growth.
At portfolio level this year I have pursued and now Continuing to keep a barbell type of PF with highly risky investments in Wockpharma and HCC and a more solid companies in Tata consumer and REC/GAIL.
Will keep adding this year based on SIP.
I will be happy if I can pencil in 15% CAGR at pf level over next few years considering the good returns last few years.