Posts tagged Value Pickr
Ranvir’s Portfolio (29-02-2024)
Thank you sir for your guidance.
Mudit’s Portfolio (Passively Active) (29-02-2024)
Today One of my portfolio holding, Max Health care was down by 7% . Above is the reason for it. If any of our group members are holding hospital stocks, what is the way going ahead? Will this standardisation rates be a reality ? And Supreme Court is talking of implementing it in 6 weeks, is it a great threat for hospital companies going ahead? How we should look at this?..
Apollo Hospital : The one stop healthcare service (29-02-2024)
Today One of my portfolio holding, Max Health care was down by 7% . Above is the reason for it. If any of our group members are holding hospital stocks, what is the way going ahead? Will this standardisation rates be a reality ? And Supreme Court is talking of implementing it in 6 weeks, is it a great threat for hospital companies going ahead? How we should look at this?
Koustubh’s Portfolio (29-02-2024)
Hi Koustubh, Could you please share your thesis/insights on Walpar nutritions?
Rain Industries – An oversold de-leveraging play (29-02-2024)
As an update on the progress of our ongoing R&D project focused on
Anhydrous Carbon Pellets or ACP, we would like to inform that this
initiative is strategically aimed at meeting the long-term demand for RPC,
essential for manufacturing the ever-increasing demand for CPC from our
valued Aluminium Smelters.
We have received promising feedback from couple of North American
Aluminium Smelters, which has fueled our determination to enhance the
competitiveness of manufacturing ACP. Our efforts are concentrated on
optimizing the conversion cost while utilizing marginal grade RPC for ACP
production, which is essentially high dense raw material. Notably, the
utilization of ACP will not only bolster cost-efficiency but also contribute to
a significant reduction in CO2 emissions, aligning with the sustainability
goals of our Aluminium Smelters.
Moreover, our exploration extends beyond mere substitution. We are
actively investigating diverse applications for ACP and are diligently
pursuing patent protection to safeguard our intellectual property rights.
Once the operations of the ACP Plant in the USA are stabilized, we will
seamlessly transition to advancing the ACP Project in India.
It is important to emphasize that while ACP does not directly contribute to
incremental revenues, its adoption as a substitute for RPC or in CPC
manufacturing processes for use by the Aluminium Smelters underscores
its strategic importance. ACP represents a tangible opportunity for our
partners to not only optimize costs but also demonstrate a commitment to
environmental stewardship. ACP is a transformative journey shaping a
future that is both economically viable and environmentally sustainable.
ValuePickr Jaipur (29-02-2024)
Hi Folks,
Please count me in if we are planning any meet up in Jaipur.
Easy Trip Planners (Easemytrip) – An outlier in OTA (29-02-2024)
Recently won VETA award
Invester Relations – EaseMyTrip.com.
May affect on its price.
JK Paper – Best Bet in Paper Sector? (29-02-2024)
JKP is a solid old school stock with smooth balance sheet and backed by JK brand. KJP is also showing good ambition for a mature company. I like their recent foray into corrugated packaging. They are already the largest organized corrugator.
Current PE is actually below long term hist average of about 10. All integrated paper companies are just coming off a spectacular 2023. Wood pulp prices are at rock bottom, Indian wood prices are elevated, hurting realizations. Due to china and asean slowdown, paper of coated kind is getting dumped in India. Classic double whammy of a text- book bulk commodity producer! Near term is all clouds and rain.
IMHO my own long term thesis is that JKP will maintain 10 to 15% sales growth with about 15 to 20% margin. Near term high base may result in flat to degrow th near term.
DISCLOSURE – lay retail investor, not very bright… holding a small position around 390. Will accumulate slowly