@phreakv6 what are you views on hindustan oil exp , it is taking a good support near 160 , not uptodate with the thread but do you still hold/track it?
Posts tagged Value Pickr
PVR Ltd.- Play on increasing disposable income (18-03-2024)
Both interest and depreciation cost will be high due to requirement to capitalize lease costs. This artificially depresses earnings and inflates P/E.
Trent is another example where you see high P/E due to similar accounting requirements as most of their stores are leased.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (18-03-2024)
I don’t track or invest in renewable sector much as unit economics are still not clear and I won’t know how many of these companies will be around in next few years. It’s a commodity business and as bigger players (e.g. Reliance, Tata, Adani etc) enter and expand in this space, they will hurt the smaller players who don’t have the same capital access, scale and operating leverage.
Right now there is a lot of bullishness about power section in general and renewable energy in and there is a definite operator action happening in stocks like Waaree.
I am invested in power sector but through ancillaries (transformer, cables etc) as I think growing power demand in our country will drive up consumption of ancillaries regardless of whether power comes from renewables or fossil fuels.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (18-03-2024)
I agree hemat to some extent but all other players like KPI green and Waaree is also in same line, they are also debt ridden and having huge growth and order book is growing.
Whats your view on these stocks.
GPT Infra – stand to benefit from MASSIVE Railway Capex plan? (18-03-2024)
Business Segments:
Infrastructure
Concrete Sleepers (Railways)
The outstanding order book for the Company now stands at approximately 3,182 Cr with total order inflow for Fiscal 2024 of 1,629. (From recent update [06/03/24] from company)
Orderbook value is almost 4X of FY23 revenue.
FY24 Revenue Guidance: 1000 cr with 12-13% EBITDA margin.
-we are on track to achieve our guidance of a growth of 25% in the current financial year.
Company is targeting 20-22% CAGR revenue growth over next 3 years.
Projected closing order book for FY25 will be around 4000cr.
Company will able to maintain cashflow to EBITDA ratio of 0.8-0.9.
Disc: Bullish on the counter and invested.
Read full Q3 concall highlights at: https://twitter.com/Bornwinner_VJ/status/1765626419995107790
Phantom Digital Effects Limited (18-03-2024)
Phamtom FX Digital. A brief look
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (18-03-2024)
Well, when promoters take huge debt and finance that with stocks (40% pledge) and then start giving interviews on youtube and media talking about big orders, increasing margins etc etc, it all soon starts taking the shape of house of cards. At the same time we see remarkable surge in their EPC business happening in just last two years (timing of which again is quite interesting).
It’s very hard to say if the company has suddenly hit a purple pitch when everything is coming together perfectly well or management is just keeping market excited to keep the stock prices high. We all saw what happened to Adani stocks.
JTL Industries – Fast Grower at an inflexion point (18-03-2024)
3lakh shares bought by JTL