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Posts tagged Value Pickr
Pragnesh’s portfolio (15-03-2024)
Added more moldtek packaging today after 3-4 yrs
Goldman sach is selling, that meight be reason for fall.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (15-03-2024)
Oil Minister says Probably’ state fuel retailers still incurring revenue loss on diesel sales
Have launched Ethanol-100; an auto fuel to be available at 400 petrol pumps from Apr 1, 2024.
Seems like good news for sugar stocks?
IREDA: Renewable Energy Powerhouse (15-03-2024)
Well the stock has indeed corrected 30% from this post, and it looks slightly less overheated, but given the current jitteriness in the market pre-election and steep corrections in PSU stocks, I’d still wait and watch. Valuations are still on higher side but nowhere as crazy as they were 1 month ago and stock was enjoying huge euphoria among retail.
Biocon – The ultimate biosimilars play! (15-03-2024)
Has company given any guidence for FY-25.
In terms of sales and opm and bottom-line.
At this juncture stock looks intresting and nicely priced.
Did go through transcripts and earning calls, could not find a guidence for FY25.
Their estimate for FY-24 stands at 8-9% topline growth.
Anyone with an idea, please comment?
Shalby Hospitals (15-03-2024)
Financial arrangement with Bajaj Finance
def2b6ae-320c-4e18-b272-b9b4ea216a20.pdf (1.3 MB)
Expected Revenue ~ Rs 150 Cr in FY26.!!!
IDFC First Bank Limited (15-03-2024)
https://www.bseindia.com/stockinfo/AnnPdfOpen.aspx?Pname=25937e30-a4ee-439f-ac74-0dd3000d522a.pdf → you can find guidance in investor presentation of last quarter
here is the snap
SP Apparels Limited — Can it be a steady compounder? (15-03-2024)
Believe this is not much of an issue.
It is part of their spinning/weaving division, they’re integrated.
Lancer Containers (15-03-2024)
Hi,
Minerva ventures who received equity shares through FCCB conversion, 2 days ago sold almost full quantity. Why would someone sell shares just after conversion to equity and apparently in loss (if the managenment is honest and business is growing)? Am I missing here anything? Can someone who’s following the company put light on this?
To my knowledge and understanding the business is growing and they have ambitious expansion plans. Higher EBITDA than the peers. For 1500 Cr MCap company 23% FII holding is not normal, though no DII holding. Hearing 3-4 concalls(right from the 1st concall) of this company, I’ve always found Mr. Abdulkhalik Chataiwala’s voice determined and confident. Now want to understand if it’s wiser to hold longer.
Looking forward to diverse views.
Thanks
Disc – Invested from lower levels and have been holding from last 3 years.
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (15-03-2024)
Very good article on WRTL by moneylife explaining multiple facets on why they command higher margins and lean WC among EPC players and how they are uniquely placed among private IPP players. They are also very cautious on valuation front like everyone.
Disclosure:Invested before the run up and holding nervously