Maybe because the crane assets have pretty good resale value upon liquidation and quite long working life etc.
Disc: invested
Posts tagged Value Pickr
NTPC – Thermal Power (25-05-2024)
discl: Invested from lower level. not a buy sell recommendation.
plesse do your own assessment before buy sell.
Cochin Shipyard – No more Cheap (25-05-2024)
Hi can anybody explain what does RFI/MidStage Order Pipeline of ₹84,000cr means? How soon do these potential orders go from RFI to RFP? Will Cochin have to bid for these projects i.e. are there other players looking to grab these orders as well?
Thank you.
Cochin Shipyard – No more Cheap (25-05-2024)
What is the order book position as that is key concern.
If you see shipyards globally, they do not quote at more than 15-20 times earnings.
What is likely FY26 earnings in terms of EPS. That should determine if stock is overvalued.
Bharat Electronics Limited (BEL) – Investment & Warfare (25-05-2024)
Summary of confcall from mgmt in closing comments:
healthy orderbook pipeline including some big ticket items (QRSAM Fy25-26 etc), focus on high value products to help in margin expansion.
Disc: Invested
Antony Waste – Long Term (25-05-2024)
Nothing extraordinary, still a subpar operating performance compared to previous FY, compare the PBT.
Bottom-line gets beefed up by Deferred tax Assets, which is not a given in every quarter
Microcap momentum portfolio (25-05-2024)
This is my list for 27th May, in ranking order of 1-25.
12 months before date: 25/5/2023
6 months before date: 24/11/2023
KIRLOSENG
KPIGREEN
PURVA
VOLTAMP
IFCI
NETWEB
CHOICEIN
TECHNOE
RTNPOWER
TVSHLTD
ANANTRAJ
MSTCLTD
ARVIND
TARC
ELECTCAST
KESORAMIND
STAR
SCI
WOCKPHARMA
BALMLAWRIE
TIMETECHNO
KIRLOSBROS
JPPOWER
AHLUCONT
IIFLSEC
A-Z order of ranking:
AHLUCONT
ANANTRAJ
ARVIND
BALMLAWRIE
CHOICEIN
ELECTCAST
IFCI
IIFLSEC
JPPOWER
KESORAMIND
KIRLOSBROS
KIRLOSENG
KPIGREEN
MSTCLTD
NETWEB
PURVA
RTNPOWER
SCI
STAR
TARC
TECHNOE
TIMETECHNO
TVSHLTD
VOLTAMP
WOCKPHARMA
@visuarchie Please check if this matches your list
Zen technologies – A micro cap in the defense space! (25-05-2024)
Has the management told about this poor cash from operstions this year. Is this trend likely to continue this FY too @Manojlion
Pls help to under stand this. Is it better to exit or hold as per your view … due to this poor cash from operation performance. Asking as I am also invested.