Lumax is the market leader in connected led lights (Long LED lights) which is becoming a trend these days .
Posts tagged Value Pickr
IDFC First Bank Limited (04-05-2024)
I think the latest results were very disappointing.
The bank is trying to do too many things at once.
So even though the bank will make 20% profit growth their EPS growth will be way lower.
Eg last year their Profit growth was 28% and EPS growth was approximately just 11%.
I dont see valuation of 18-19x with EPS growth of 12%-14% justifies that.
Paushak Ltd. – Alembic’s agrochemical business (04-05-2024)
Which analysts cover this stock?
Zen technologies – A micro cap in the defense space! (04-05-2024)
Rs 130crs profits in FY24 can go to Rs250-270crs in FY25 if they meet guidance of Rs 900crs revenues. They have orders to achieve the same.
Disclosure: Invested
Lt foods (daawat) (04-05-2024)
IF they focus more on value added products like Organic and ready to eat food segments, then high chance of rerating. One of the most recent commentary, they had better Income as compared to last year (9 months), due to realization of RICE. Then Cherry on the CAKE is Volume and Value-added products.
PNGS Gargi Fashion Jewellery Limited (04-05-2024)
@Marathondreams thanks and good to hear.
What is their next 5 year vision for growth in terms of XIRR?
Varun beverages fast growth duopoly business (04-05-2024)
Pabrai has adovocated for CCI in multiple forum in last few months. One thing , business with so many emerging economy including its main market in Turkkiye is vulnerable of significant forex risk. Infact both S&P 500 and Fitch current rating for CCI highlights this risk.Interested to know Mohnish’s view on this risk. Infact Varun Bevrages also encountered it in its Africa business or for that matter Airtel is facing with Nigeria market.
Medplus Health Service second largest pharmacy retailer (04-05-2024)
Does Apollo have store generics as that of MedPlus? I’m very bullish on store generics. Waiting for that story to unravel. If MedPlus was able to build generic brand in long term it is very positive. Diagnostics has intense competition and local connections with doctors is key, which is difficult to scale. Let’s see.
Varun beverages fast growth duopoly business (04-05-2024)
Yes, but only six days earnings (26-31 March, both days inclusive) will be consolidated in the March quarter results, so the effect will be minimal. Full quarter earnings will come in from 1st April.
ValuePickr- Mumbai (04-05-2024)
https://t.me/+H25mJyLdbxJkYzU1
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