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Posts tagged Value Pickr
Avantel (29-04-2024)
why would that happen, ideally once they have been qualified as vendor, they will keep getting orders so long as L&T keeps getting it, decisions maybe delayed since this is an election year but railway spend is expected to continue for the forseeable future. That beside, trust the management to creat value and make sure they grow
Mrs Bectors Food Specialities: Can it beat the industry? (29-04-2024)
Read the DRHP. The brand belongs to the listed entity for biscuits only and for sauces and dressings it is with his brother’s company (Akshay Bector). All disclosures have been made in the prospectus while listing.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (29-04-2024)
There are many but from the same space you can look at Voltamp and Techno Electric. Check the trends in working capital and cash conversion cycles. Zero debt, healthy cash flow generation and run by good management. In the capital sector you can look at names such as Triveni Turbine, KEI industries etc. Very healthy balance sheet and working capital management.
Then there are names from highly cash guzzling and low ROCE sectors like construction such as NCC. They do lots of projects for government customers who are known for delaying/withholding payments. Company is focused on strengthening balance sheet through prudent working capital management and it reflects in their continuously declining debt.
Dreamfolks services limited( DFS) (29-04-2024)
Agreed. But eventually it will grow and it makes sense to stay invested for the long term. The price is also showing some breakout signs so lets see.
Elecon Engineering Limited (29-04-2024)
Would like to add to this, as per the management one shouldn’t expect the same growth rate to continue in the next 6-9 months, this was anticipated due to the nature of the business, and lokh sabha elections.
Avantel (29-04-2024)
If the next Railways – RTIS order not received from L&T this year, then current year revenue/profit will be lower than last year.
EPL – Essential Packaging Company (29-04-2024)
Can someone tracking the stock kindly throw some light on the following
High depreciation is it because of moulds for tubes
Is this a commodity type of Buisness like pp films
Unorganised players entry
Any moat or purely a volume play
Regards
Disl invested tracking qty
Glenmark Life Sciences (29-04-2024)
In Q3FY24, they said since they use air route for their international deliveries, they do not expect much impact except the raw materials which comes via sea. However, they did not anticipate air slots will also be filled due to red sea issues. However, the main concern for me is sudden revenue drop considering they were still maintaining mid teen growth till Q2FY24. Now when they again guide for mid teen growth in FY25 we do not know how it will pan out. GLS management is conservative which is good but drop of almost 10% in revenue from the guided level in 2 quarters is concerning.
Also, there has to be clarity of accounting policy of Nirma as it impacted almost 45cr sales in Q4. Nirma management has also not addressed the takeover so far which is surprising. Reason may be GLS will be run as an independent entity which they mentioned in Q4 concall as well and its good. However, would like to know Nirma’s rationale in GLS takeover and what are their future plans.
Disc – Invested from lower levels.