Posts tagged Value Pickr
ASM Technologies – Engineering innovation (08-03-2024)
Asm tech EGM updates.
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We are planning an acquisition in design led manufacturing – semiconductor space. This will be an extension of what we already doing in semiconductor. This will be done at JV level and we will be disclosing more details very soon about this.
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Client consolidation affected the growth in EnggRnd service space this year. One large client planning to give more orders which was delayed, some of the low value added works have been stopped by them.
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Forms and Gears turnaround performance can expect from next year, lot of qualifications and certifications done this year, most of these new product developments are happened in a sunrise sector – electronics mobile phone manufacturing.
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We are verifying various optionalities in PLI and state level incentives etc.
Recent credit rating report gives some idea about the revenue de growth in the current FY.
Omkar’s Portfolio Analysis and Discussion (08-03-2024)
Why has suprajit Operating margin reduced from 16-17% to 10-12 % ?
Tata Chemicals Ltd (08-03-2024)
Yes. Onlyreason it went up was because of the IPO news.
So deep negative territory for next few days. Same for Tata Power, Investment and others.
Tata Chemicals Ltd (08-03-2024)
As far as I understood, there are/were fireworks due to IPO buzz. Now TATA sons like to avoid the ipo for now. Does this mean lower ckt on Monday?
Narayana Hrudayalaya Ltd (08-03-2024)
i said valuation and not value. anyways .was just suggesting what would be ‘very attractive valuation’
MPS Ltd (08-03-2024)
Question regarding the latest acquisition of AJE:.
Does AJE have any debt that MPS is going to takeover?
I did not see any info on the debt on the books of AJE.
Tata Chemicals Ltd (08-03-2024)
Here we go. May not list at all. Enjoy the fireworks on monday!!!
Tata Sons charting new path to sidestep Dalal Street – The Economic Times (indiatimes.com)
Likhitha Infrastructure: CNG Infrastructure Play in India (08-03-2024)
If government can pull this off successfully, it could really speed up pipeline laying process throughout India.
Long term bonds (08-03-2024)
I am seeking advice whether this is time time to invest in long term bonds given the interest rates are going down. If they don’t what will happen will these sustain the current returns on 8-9 % if the expected tenure is 1 year. How will dynamic fund be a better choice, if it will be.
Regards
Rajneesh