Posts tagged Value Pickr
My portfolio updates and investment journey (04-03-2024)
May I know the reason behind re-entering Syrma? Yesterday, I watched a video on SOIC, where they highlighted how margins of EMS companies are declining. Syrma reported very low OPM last quarter.
Was your decision to re-enter based solely on technical factors, or were there fundamental reasons as well?
Ayan’s Portfolio (04-03-2024)
ya, it helped me a lot to develop situational awareness
INOX Wind (04-03-2024)
We may have to wait for commentary from management but may not have impact on top/bottom line numbers in the near future as management said earlier they focus on the cash flow, also no wind players bid aggressively for projects as all the players have plenty of projects. Earlier (2017-2020/21) many companies bid aggressively since many players want to liquidate as they want to moved out/exit the business.
Lincoln Pharma … the next mid-cap pharma in the making …? (04-03-2024)
Will have to check what other holdings do they have.
Pricol limited – OEM automotive (04-03-2024)
What is your opinion on whether economy is doing well or not?
GDP Seems to be doing well only based on investment, not on Consumption. GVA is just 3% up. This seems believable when all HUL /Nestle / Dabur, etc shows muted growth. But then, How Come 2- wheeler Sales keep increasing, that too in double digits?
Cigniti Technologies – Global Leader in Software Testing (04-03-2024)
I agree that management commentary is too long. If I think positively, seems like company is trying to keep management ego satisfied with everyone able to speak.
In the recent concall, management clarified that 9% promoter share is reclassified as Non- promoter. further, Shareholding of PMS + DII /FII increasing. Not sure whether Screenmr is right.
And what I thought was that – CEO resigned to give the post to his Son. If that’s the case, sudden resignation may not be a concern.
P. S. Not invested. looking to see whether its a potential investment due to low PE
Buy Unlisted Shares (03-03-2024)
Hello Compounder – What price did you enter in OYO? I am actively pursuing this one.
Buy Unlisted Shares (03-03-2024)
Hello Meekinvestor – I cant agree more. What price did you get in Vikram Solar?