@aadhar.aggarwal @Cuckoo_Invests The main hope pharma division is flat over almost a decade, management has repeatedly missed guidance and now saying pharma will actually break -out. Beyond hope, what is the strategy here for investors?
Posts tagged Value Pickr
Shaily Engineering Plastic (07-04-2024)
@aadhar.aggarwal @Cuckoo_Invests The main hope pharma division is flat over almost a decade, management has repeatedly missed guidance and now saying pharma will actually break -out. Beyond hope, what is the strategy here for investors?
B’s Notes : company analysis, portfolio roundup (07-04-2024)
Limited Data Post- Listing
NSE Symbol: RKSwamy
- Company’s brand name Hansa
- The company’s growth since FY22 growth has dropped
- RoA is surprisingly low for an ad agency, which is considered asset light business
- Does seem to have some unlisted co.’s in similar activity(requires deeper search)
- Leverage seems to be on higher side but will reduce post-listing (fresh issue part). RoE will also reduce.
- Book Debts seem to be high at 255 days (almost 3 quarters)
Any comments on company’s business are welcome.
Disc: Presently not Invested. I’m not a SEBI RIA. Please consult an RIA before investing.
B’s Notes : company analysis, portfolio roundup (07-04-2024)
Limited Data Post- Listing
NSE Symbol: RKSwamy
- Company’s brand name Hansa
- The company’s growth since FY22 growth has dropped
- RoA is surprisingly low for an ad agency, which is considered asset light business
- Does seem to have some unlisted co.’s in similar activity(requires deeper search)
- Leverage seems to be on higher side but will reduce post-listing (fresh issue part). RoE will also reduce.
- Book Debts seem to be high at 255 days (almost 3 quarters)
Any comments on company’s business are welcome.
Disc: Presently not Invested. I’m not a SEBI RIA. Please consult an RIA before investing.
B’s Notes : company analysis, portfolio roundup (07-04-2024)
NSE Symbol : Polyplex
- Sales Growth has been falling in the last few quarters with PAT
- Promoters & Institutions exited, Public rolled in
- P/E very high with reference to company’s standing
Rajapalayam mills ltd – value unlocking possible? (07-04-2024)
Good and detailed insights! Thanks for sharing
Globus Spirits (07-04-2024)
GSL IMFL Strategy.pdf (603.5 KB)
My views on GSL’s IMFL strategy…
My portfolio updates and investment journey (07-04-2024)
Hi
I can see that you’ve exited from most of the small caps. May know the reason behind exiting Syrma sgs. I was trying to go through old concall notes of Dixon to understand how did they manage to achieve such a small cash conversion cycle, and can Syrma replicate the same?
Thank you
Sintex Plastic Ltd (07-04-2024)
I think only retail investros are trapped here. Mgmt has 0.08% stake and general public has 99.62%.
Sintex BAPL owned by welspun corp not by sintex plastic any more. sintex plastic doesn’t have any more business nor revenue.