MSTC entering into Fintech and Data Centre.
Will here also they enjoy the monopoly through Central Government, a key thing to watch…
Posts tagged Value Pickr
MSTC Ltd.: Growth through to E-Commerce (17-03-2024)
FIEM industries : auto ancillary player (17-03-2024)
Which website did you get this data from? Its super useful
Smallcap momentum portfolio (17-03-2024)
How much of equity allocation is in this strategy? Did you backtest with just smallcap stocks?
Don’t you think with such a high volatility, when small caps crash, all alpha will be gone and it takes a good amount of time before equity curve recovers?
Power Finance Corporation Limited : Rare profit making PSU? (17-03-2024)
In NBFC, i hold only bajaj finance and chola finance…no psu NBFCs
APIS India – Possible Dark Horse? (17-03-2024)
Dear Community Members,
This is my first post on this forum and I am a bit nervous looking at the skills and caliber of my fellow community members. However I hope to gain some valuable knowledge on this subject through this thread.
While going through some FMCG companies especially in the packaged food business I came across APIS India, some of the ratios caught my attention as these are ridiculously low, for example the P/E, P/B, Mcap to Sales, etc., are way lower.
A few important points i noted as below-
–Margin expansion happening, which is mainly due to change in their product mix- earlier Honey was their main product where margins are not that great and its difficult to fight with established players like Dabur etc. Now they have an extensive range and dependence on honey is reducing every year. Please see their products – Pure And Natural Products – Best Honey, Best Jam, Best Pickle, Quality Dates | Apis India
–National Head Sales and Marketing is an ex Tropicana/VBL executive- seems to be an aggressive guy.
–Noticed Milind Soman as one of their Brand Ambassadors.
– TTM Sales is 314 Cr while MCap is only 105 Cr.
– P/E 2.96
I would like to have your valuable inputs on this company as it could be a dark horse…
Regards,
Journey of a Small Cap investor! (17-03-2024)
Thanks for putting out your analysis sir, would like to ask few questions.
First revenue of CPL hasn’t grown over the period of 12 years, in 2012 It did around 80 cr and last year revenue was 85 cr, Hardly any growth over such a long duration when there was a boom in edtech in last 4-5 years during and after COVID.
And i see huge short term loans given by them which is far more than their revenue which I am not able to understand.
Would like to know your view and how you read such financials ?
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (17-03-2024)
(post deleted by author)
Atam Valves Ltd (AVL) (17-03-2024)
ATAM VALVES LTD RESEARCH REPORT, DOWNLOAD FROM THIS LINK.
https://drive.google.com/file/d/1T6P_HxturJTC0ZGsiMZrxczz4AVgzz10/view?usp=drivesdk…
THIS IS JUST FOR EDUCATIONAL PURPOSE.
DISCLAIMER: I AM NOT SEBI REGISTERED RESEARCH ANALYST/ ADVISOR.
The SME portfolio (17-03-2024)
Well a lot of similarities with my portfolio, bought cosmic quite cheap and sold at 2.5x.
Invested in Shri Balaji Valves after visiting their plant in Pune, though the price at that price was quite high and it has fallen 50% from that price.
But the quality of management, the way they have organized their plant and their professionalism speaks volumes and they have a long way to go in future.
The CFO attended us for 10 min. Due to some other engagement which he had, he told his to CA to have a word with us. I have seen most of the companies that plan to go for IPO creating new conference halls and interiors as a way to ‘show off’. But these guys’ facilities were already in place and the office had good ambience. So perhaps they are giving importance to their white collar associates
I have seen a lot of small companies ignoring their office staff convenience and facilities and that becomes the prime reason for employees to switch. A lot of SMEs just even make containers / makeshift arrangement for office staff and accountants.
Talking of their plant, it was neatly organized. Techinicians were wearing helmet / ear plugs and other safety stuff even though a lot of them were unsupervised.
They have some spare land and plan to utilize it soon and they are going to get some Europian certificates soon. How soon, that we have to keep an eye.
Management was quite upbeat on their numbers and didnt disclose much. I observed a slight smile on them. Hoping that the smile gets converted to numbers!!