valuation is very high that is the main concern
Posts tagged Value Pickr
Hindustan Aeronautics (HAL)- India’s Largest Defense Company (29-06-2024)
Indian made IRST system for Su-30 MKI Fighter jets.
Till now , Su-30 MKI Fighter jets were with Russian made IRST system.
IAF now plans to upgrade all the 84 Su-30 MKI Fighter Jets with india made IRST system at HAL.
This is a significant step towards Self reliance India- Atma nirbhar Bharat for Critical defence equipments.
https://idrw.org/indian-made-irst-system-for-su-30-mkis-gears-up-for-trials/
Seamec Limited: formidable player in niche space; in a dull & boring sector (29-06-2024)
Only a small fraction of their business is focussed towards dry bulk carriage. This business this expected to be volatile depending on the spot rates
Majority of their business - IE - DSV + OSV services are by and large immune to spot rates. And that is where the meat of the matter lies. That’s what we should be tracking / focussing on
Bull therapy 101-thread for technical analysis with the fundamentals (29-06-2024)
At the same time ,Less money will be available towards capt spending such as infrastructure , road and others , thereby reducing employment generation , as company will have lesser order for new work development and that lead to reduce consumption of cement and steel so don’t anticipate it’s out come towards GDP
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (29-06-2024)
It’s a typo. 62% should be for Distillery and 38% for Edible Oil (EO).
Since past few quarters BCL’s main revenue generator is Distillery segment, and this segments contribution to profit and cashflow far outweighs EO segment’s contribution. This gap is only going to increase with the 100KLPD additional capacity now online. For this reason, I had written to company’s IR few months back to explore the possibility of changing the categorization of BCL on exchanges from Edible Oil to something which more aptly suggests company’s new focus, its margin profile and profitability drivers. EO is generally a low single digit margin business while ENA+Ethanol+Biodeisel is around mid-teens. That greatly impacts the multiples a stock commands in the market.
Ranvir’s Portfolio (29-06-2024)
In my personal opinion, it should only be a matter of time before company ( Advanced Enzymes ) starts growing in a handsome fashion. I guess, we should remain patient for some more time
Large Cap investing (29-06-2024)
Top 10 profitable companies in terms of % Returns from stocks during Fy 2023-24
The combined profit after tax (PAT) for Nifty50 companies in FY24 surged 27% to Rs 8.14 lakh crore in FY24 from Rs 6.39 lakh crore in the previous fiscal. The top 10 companies have a share of nearly 60% in combined profit for Nifty50 stocks.
Here is an analysis as to how much % returns these top 10 stocks have given to investors during fy 2023-24