The bear case for China with Kyle Bass
Posts tagged Value Pickr
Orchid Pharma Ltd (11-03-2024)
With the new drug approval from US FDA and Europe, Orchid is back to bloom
RHI Magnesita India Limited ( Orient Refractories ) – Speculation cum special situation (11-03-2024)
Though future bodes well for the industry, the stock has been beaten up good in the last couple of months. Is it only due to stretched valuations or are we missing something here?
Taneja Aerospace – Hosur 2nd airport for Bangalore (11-03-2024)
One of the promoter sold on March 7th – 0.02% Sold.
Screener.in: The destination for Intelligent Screening & Reporting in India (11-03-2024)
Most of you disagree with me, that I never relied upon a single stock screener different screener use different method of calculation, cross check data with other screener also,
Where as self calculation is best when you locked in on company and about to put a buy order it seems tough initially, but practice makes it easy.
Hard learnt lessons take it with pinch of salt.
Talbros Automotive Components Limited (TACL) (11-03-2024)
The only thing stopping me from buying at this price is stock being in ASM Stage 3 , can someone explain why it is in Stage 3
Screener.in: The destination for Intelligent Screening & Reporting in India (11-03-2024)
Different valuation Matrix are used by valuators, the commonly accepted perception is as follows: by excluding other income from the EBITDA denominator, a more accurate reflection of a company’s core operating performance is obtained, aligning with the principle of valuing a company based on its operational efficiency rather than including non-operating items.
Please note, other income may be important in other analyses, such as finding a company’s overall profitability or cash flow generation.
Marksans Pharma- Can it be the next Pharma Biggie? (11-03-2024)
Their revenue is growing over the past many years and the reason for that is market share gain and new product launches. If its a true that they are gaining market share which I think is true as reflected in their revenue growth, then they are doing well as their products are gaining acceptance by the market at the cost of competitors. And I think this should continue and that’s what makes me bullish on this one.
Disclosure : Invested
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (11-03-2024)
BCL industries grain cost last quarter was highest at 24.3Rs and still delivered decent performance whereas other players struggled.
The realisation expected to further improve as management indicated that price hike of 5.79 Rs will get reflected in coming quarters.
And some savings from power cost is expected to accrue also.
Further expansion in to bio-diesel is margin accretive step as company already has 40% of raw materials in house (maize oil)
Overall, BCL is strong player in grain based ethanol story and worth taking a look especially with todays price correction