Probably best to wait till more clarity is available before guessing. Assumptions can turn out wrong. Aren’t they also the biggest funders of CPM in Kerala?
Posts tagged Value Pickr
Skipper Ltd., (Power and Water) a moat in making? (15-03-2024)
Have been studying this business recently, can anybody please guide me why there was good OPM in 2015-18 cycle, also why it has such low ROE 4% in current cycle and why does it trades on price to sales close to 1 or even below in recent scenario.
any feedback will be grateful for my learning.
thank you.
SmallCap Hunter : Trying to find the dark horses with triggers (15-03-2024)
@avneesh Thanks avneesh.
This is interesting, hopefully we get some clarity in weeks or so. Possibly in April, once the usual march related noises are settled ?
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (15-03-2024)
Another point is that the industry leader Asian Paints it trading close to 3 yr lows. Most experts are pointing to new competition in the market (Grasim) as the reason which will erode the margins in the future.
I believe its going to be even harder for Shalimar paints to turnaround and generate value given such intense competition in this sector.
Infibeam Avenues – A Fintech Play (15-03-2024)
I saw this notification from Infibeam Avenues today:
If I understand this right, basically, Infibeam Avenues is giving guarantee of 140 Cr against term loan drawn by Infibeam Projects Management Pvt Ltd which is into real estate.
I am wondering if this should be a concern. The avenues business, a Fintech company, serving as a guarantee for real estate subsidiary. Is this common? Can the more informed members please throw some light on this?
Thanks.
Disc: Invested from lower levels and wondering what to do with this stock.
IDFC First Bank Limited (15-03-2024)
Well, IDFC will merge with IDFC first. So, IDFC First has already given their 5 year plan. Expect to grow 15-20% YOY.
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (15-03-2024)
Good point and I was exactly gonna write the same.
I tried my best to find Q3 earnings ppt/ call transcript if any and could not find the same.
I did take a look at Infra.Market plans and tried to see whether they have anything mentioned but could not find either.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (15-03-2024)
This is an extract from CapTable’s newsletter email. Gensol is not an isolated case if Matrix Gas is involved.
RHI Magnesita India Limited ( Orient Refractories ) – Speculation cum special situation (15-03-2024)
Thanks Utsavg. Can you please elaborate the M&A point a bit more in detail? How would they loose business? My confusion is arising because I would imagine, with fewer players, this would give them pricing power and greater market share. Also, the demand is likely to increase due to infrastructure push. Wondering what am I missing.
SmallCap Hunter : Trying to find the dark horses with triggers (15-03-2024)
Possibility of a head and shoulder breakdown in small cap index. Right shoulder is still in the formation stage. Let’s see how it pans out in coming weeks.
