@Ferrari1976 can we go with this course?
Posts tagged Value Pickr
Chemplast Sanmar Ltd (23-04-2024)
bro where do find old company drhp file i want parnax lab can guide me through it
LUX INDUSTRIES – Can it Scale? (23-04-2024)
1)It is extremely underpriced trading at a pe of 10 when margins are 15 to 20 % when cotton prices are in ther favour.i also see peers like rupa has started gaining as well ,it is hard to track cotton prices but maybe there may be a possibility of tailwinds in the future.
2)I think the prices fell because fii and dii were selling now according to screener only 4.88% shares are held by dii out of which most of it is held by lic ,they haven’t sold a single share since sep 2021.So i Guess someone maybe fii and dii starting buying as the volumes are huge.
Export data and learnings (23-04-2024)
March 2024 update:
India’s overall exports(merchandise and services combined) during March 2024 is estimated at USD 70.21 Billion, reduced by 3% compared to USD 72.40 during March-23.
Monthly merchandise export during March-24 is USD 41.68 Billion compared to USD 41.96 Billion during March 23.
The estimated value of service export during March 24 is at USD 28.54 Billion, decreased by 6% compared to USD 30.44 Billion during March 23.
Overall trade deficit improved by 35.77% from USD 121.6 Billion in FY23 to USD 78.12 billion in FY24.
Coffee exports continue to increase significantly up by 42% during March and 16% for FY24.
Rice exports reduced by -2% during March.
Marine products continue to remain negative.
Iron ore exports down by -27% during March( previous few quarters iron ore exports had grown significantly)
Ceramic products exports were flat during the month.
Pharma exports continue to grow 14%for the month and 13% during FY24.
Chemicals exports rose by 41% during March.
Engineering and electronic exports continue to grow.
RMG of textile exports had the 2nd consecutive month of positive growth.
TVS Supply Chain Solutions- A Business Analysis (23-04-2024)
@mohit_sharma Not sure if I understood your question correctly. The last part of my post was simply a disclosure on my part.
I presume you wanted to understand how some of the global major logistics players are thinking.
Just to give you a sense. They are investing in new tech such as Embedded IOT, Fleet Analytics, newer modes of delivery (think drones), Robotics & Automation in warehouses, etc.
Most folks fail to realize that Amazon is also a logistics company. In India alone, their logistic unit has 5K Cr revenue. TVSCS despite being in the industry for decades has just touched 10K Cr revenue. You do the math. This industry is likely to undergo a lot of disruptions. It’s just a matter of focus and time…
Buy Unlisted Shares (23-04-2024)
Anybody tracking Oravel / OYO? Lot of positive news flow / turnaround in the media every now and then. There was conflicting news around IPO /fund raise. Not sure where it has finally landed.
Ranvir’s Portfolio (23-04-2024)
sai silks (kalamandir)
Pragnesh’s portfolio (23-04-2024)
Each person has his own strategy.
If you are very long term investor(5-10 yrs), you have to avoid
A…high pe stocks
B…Hot industry
“Truly big return comes when you have both earnings growth and a rising multiple. Ideally, you’d have both working for you.I call these two factors—growth in earnings and a higher multiple on those earnings—the “twin engines” of 100-baggers”.
-from book 100 baggers
So for twin growth of earing and growth of PE, we need to buy stock at low PE ratio.
If you are momentum investor , say 2-3 yrs, you dont need to follow PE ratio at all.
MCX and Financial Technologies (23-04-2024)
software charges down. revenue up YoY . with commodity heating up , expect revenue to go further up .