Your projection for FY 25 is very close to Emkay’s report, post Q4 results.
Emkay_Q4 FY 24.pdf (1.3 MB)
Posts tagged Value Pickr
Tejas Networks – Product based IT business in a favored sector? (23-04-2024)
Swiss Military Consumer Goods (23-04-2024)
As per investor presentation, “Company is Licensees of the globally-recognised Swiss Military brand in India.
Kindly provide details of liscence agreement
Thanks
52 week highs and all time highs strategy (23-04-2024)
Update on ANUP Engineering: (Post Bonus) – 560-2000 touched ATH today.
- Touched Fibo 3.618 today.
- might take a pause, can expect a 30-40% DD from here along with good results, should help valuations cool down a bit as well.
- Bullish bias still remains over long term.
( Disc: Maybe wrong in analysis, biased and invested)
Sandeep Kamath Portfolio | Momentum Investing (23-04-2024)
Portfolio continues to remain the same. Just the 1 change ( RHIM to MRPL ) since this portfolio started on Jan 23.
Portfolio start date → Jan 23, 2024
Total returns → 12.7%
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (23-04-2024)
Thanx for posting…
There is a saying “Every Struggle is an Opportunity” – Never Lose Your Hope !
Hype is good as it keeps your Hope afloat.
The analyst’s knowledge on the subject seems good.
Had seen similar you tube video’s quite a few exactly on similar heading.
Having said that, as technology evolves, things change very fast.
A couple of years back it was thought that renewable would power electrolyser to produce hydrogen and then with help of fuel cell , electricity would be produced to feed grid for grid stability. The concept still remains valid. but we are lagging behind production of low cost electrolyser and fuel cell.
So , electrolyser- Fuel cell duo not getting introduced so soon for grid scale electricity… A cheaper option such as Hydro pump storage is being installed in a big way to directly use Renewable energy to feed the Grid…Even ACC is being given a chance for storage of renewable.
However, one can not deny the electrolyser role in producing green hydrogen from water and Green hydrogen to be used for fertiliser , steel, refineries. This is the only way, though Blue hydrogen with CCUS in Indian context can not be ruled out.
Earlier , for Automobiles, it was thought that the only sustainable solution is Hydrogen -Fuel cell EV. Still the concept remains and vehicles are being rolled out in advanced countries. At the same time , one quick solution is to go for hydrogen ICE which has zero carbon emission. The advantage is the same diesel petrol ICE platform will use hydrogen fuel and you do away with expensive Fuel cell.
Believe me , every auto company in india is having a Hydrogen ICE vehicle in trial run.
yes challenges remain in hydrogen dispensing stations for automobiles at present. but as we move on , filling stations will come up like EV charging stations are coming up very fast.
We had faced similar challenges when CNG was introduced some 15 years back. But today we have a plenty of CNG filling stations around the country and even two wheelers are running on CNG , apart from cars , trucks and buses. Today Maruti rolls out one CNG car for every 3 cars they produce.
The point is we are importing 85 % of our crude requirement to meet our diesel petrol demand. And there is a lot of scope to become self reliant in all.posdible ways.
How to do Valuation of Holding companies? (23-04-2024)
The problem is that holding company promoters deliberately want to keep the prices low because they are a very tax efficient way of supporting the companies that they control…Of course they don’t mind us suckers buying the shares from time to time but long term goal isn’t to really reach fair value for them…
Ujjivan Financial – Small Finance Bank (23-04-2024)
The current gap is around ten percent cent. If it falls another ten percent cent when the arbitrage hunters decide to sell, it will be a good opportunity to buy since valuations will become even more attractive.
Red Tape Ltd. – The next fashion giant? (23-04-2024)
I’ve become a regular visitor to my local store lately, and I must say, their selection across various categories is truly impressive. Have bought a lot of stuff from them. While I understand that personal taste plays a role, I find their curation to be consistently excellent.
In particular, their range of non-footwear items such as clothing and accessories is remarkable. These products have been contributing significantly to their revenue, already surpassing 43% last quarter, and they’ve secured substantial shelf space in the physical stores. In my opinion, they’ve transcended the traditional perception of being solely a shoe company. Comparing them solely to brands like Bata and Relaxo may no longer be as appropriate as it used to be. They’ve evolved into something more, perhaps a fashion retailer.
Red Tape Ltd. – The next fashion giant? (23-04-2024)
I’ve become a regular visitor to my local store lately, and I must say, their selection across various categories is truly impressive. Have bought a lot of stuff from them. While I understand that personal taste plays a role, I find their curation to be consistently excellent.
In particular, their range of non-footwear items such as clothing and accessories is remarkable. These products have been contributing significantly to their revenue, already surpassing 43% last quarter, and they’ve secured substantial shelf space in the physical stores. In my opinion, they’ve transcended the traditional perception of being solely a shoe company. Comparing them solely to brands like Bata and Relaxo may no longer be as appropriate as it used to be. They’ve evolved into something more, perhaps a fashion retailer.
How to register with SEBI as a Research Analyst? (23-04-2024)
There is also a PGP course of 15 months that is online classroom, weekend course – PGP(PM/IA/RA) – National Institute of Securities Markets (NISM) this years admission last date was in March. I joined this last year.