No … nothing of that sort in the concall
J Hunt … is a miser – while giving guidance
Hockey stick growth shall eventually come once their manufacturing revenues pick up. When is the question
Posts tagged Value Pickr
Syngene International (28-04-2024)
A business at this scale won’t have hockey stick growth
Given the unit economics, this can be a low teens compounder. More if one times their entry exit really well
Invested myself
Screener.in: The destination for Intelligent Screening & Reporting in India (28-04-2024)
Refer Value Research online website (www.valueresearchonline.com ) for Historic market Cap, values at the end of march.
For Infosys sample:
Action construction equipment ltd (28-04-2024)
ACE April sale is down >25% in April at 746 (March 1111)
Sanghi Industries – Turning dreams into concrete reality (28-04-2024)
yes you are right, but capacity is planned to be increased to 2.5 times existing capacity, and the 10% cap arrangement is not forever, they will change it once there is decent operational performance in the company ( it’s just not logical for ambuja to continue with this strategy, it’s much better for both shareholders and ambuja if sanghi alone can be a 33000 cr company in a few years), Difficult to be pessimistic on the stock at these prices given the future scenario and macros in cement sector rn. Disclaimer : invested in the stock.
Screener.in: The destination for Intelligent Screening & Reporting in India (28-04-2024)
Looks like he is looking for Market Cap trends over 5 years… like P/E, PB, Price etc. I had asked in this forum for that feature once. Will be useful as it will be a good tracker to have. Please consider screeener team
Syngene International (28-04-2024)
Thank you Ranvir.
Did the management share anything about the (long awaited) hockey stick growth?
I have been hearing about subdued results and ‘looking forward’ commentary since sometime now.
Disclaimer: Invested since 2021 (3-4% of portfolio)
Som Distilleries and Breweries (28-04-2024)
@manhar earlier corporate used to have higher rate. Now it is 25%, until corporate has not chosen new rate. I noticed that they had even lower than 25% for last couple of quarters so I was curious why it jumped too high. Anyway let’s wait if anyone ask in concall and it gets clarified.
Sanghi Industries – Turning dreams into concrete reality (28-04-2024)
Correct, but how can we expect turn around keeping the same scenario in place. Growth is there but the cash flow is designed to go to Amubuja’s pocket. Isn’t it ?
Shakti Pumps – solar shakti (power)! (28-04-2024)
Please go through below video to understand what has changed in the industry dynamics (government scheme) and how the revenues/proftiablity will move up linearly from here!!!
The Next Big Investing Opportunity, Solar Pump | Smart Sync Services #investing #stockmarket