@LarryWink I rebalance this pf also in weekly basis. I will upload tomorrow the changes for coming Monday.
Posts tagged Value Pickr
Anjali Foods – New baker in market (02-03-2024)
Name of the company is misspelled in the title. It should be Anjani and not Anjali Foods. Please correct. Will delete this post after the change
Zen technologies – A micro cap in the defense space! (02-03-2024)
Promoter is very positive and so far, it seems to trend well. The only risk I can think of is the election. If Govt change, then these companies might face a big correction. There is no margin of safety at current level. If we believe their story will pan out, then its a good buy but definitely not a value buy based on where things stand as of now.
City Union Bank (CUB) ~ Conservative Lending Franchise (02-03-2024)
I believe CUB is a good bet. Their Asset quality is the only problem few quarters ago and now that is trending well. System Implementation is going well and they are all set to grow lapn nook in FY25. I expect them to cross 200 levels within FY25.
Zen technologies – A micro cap in the defense space! (02-03-2024)
Key figures & highlights
Secured 15 new patent grads in India (in FY24)
On track to achieve 450cr+ revenue for FY24
Aiming 900cr+ for FY25
EBITDA target of 35%
looking at opportunities to expand inorganically
passed a resolution to raise funds up to 1000cr
Expecting a CAGR growth of 50% for the next three years (FY26 TO FY28) 
Long-term focus has been on achieving leadership in several key areas, including development, both live and virtual wave simulators, leadership position in anti-drone market.
Read full Q3FY24 highlights: https://twitter.com/Bornwinner_VJ/status/1753311517712519502
Coastal Corp. ~2.5x capacity exp. 4x profits? Downcycle a risk (02-03-2024)
Ethanol plant commissioning is dragged to Q1FY25.
The area, where plant is located is belt of maize, RM sourcing may not be the problem and they would have stored enough RM also. This could be the reason to get into the Odisha state also. If this RM case is executed well then we may see good consistent margins from ethanol segment.
Rategain – Fast Growing SaaS Leader (02-03-2024)
Business segments:
- Distribution
- MarTech
- DaaS
Our annual recurring revenue, our ARR has now crossed another significant milestone and now stands at INR1,008.1 crores, growing at an impressive pace of 82% year over year.
Current portfolio: 14 Products
Read Full Q3FY24 concall highlights:https://twitter.com/Bornwinner_VJ/status/1759253917517406418
Focus Lighting & Fixtures Limited (SME) (02-03-2024)
Business verticals: 1. Retail Lighting 2. Home Lighting 3. Infra & Outdoor Lighting 4. Railways
Retail Lighting
Exciting exposure in retail in the Middle East and in Europe. Tied up with 4 brands- Centrepoint, Splash, HomeCentre & Home Box.
An Italian company called Schweitzer ( one of the largest executors for the retail industry for hypermarkets and supermarkets in Europe) has tied up with us exclusively, and we are now going to be OEM with them.
Read Full Q3 concall insights:https://twitter.com/Bornwinner_VJ/status/1761001311292506153
CL EDUCATE – Less Down side and unlimited upside (02-03-2024)
True though I won’t speak about just one or two teachers it’s about a group of good teachers who make the institution. Hook for a student would be a star teacher or campus placements etc.
Truly agree when you say you buy cheap there can be errors when you buy something at an earnings multiple of 60 or 70 but when you enter at a lower multiple the room for error is less.
However, it has become tough and challenging nowadays to find stocks at low multiples and decent growth with a sustainable margin.
AVG logistics stocks (02-03-2024)
Prominent clients: Nestle, HUL, DS Group, Apollo Tyres, JK Tyres, ITC, Airtel, MRF, Jubilant Food, UltraTech Cement, Coca Cola and more.
Newly added clients: PepsiCo, Leap India, Colgate, BigBasket, Loreal and many other retail companies.
Fleet compromise over 3,000 vehicles which includes 550 owned vehicles allowing us to dedicate the details of the transportation effectively.
Working with OEMs to launch EV electric vehicles and LNG fleets to our existing fleet and target to add 100 vehicles till December 24.
Added 50 high quality cold chain vehicles from multinational logistics company consisting of 20% over existing cold chain fleet.
Read Full Q3 concall highlights: https://twitter.com/Bornwinner_VJ/status/1763829409377583429