Ageed… Personally felt that the valuation of cupid is not comfortable for him to buy more …
Disc : i am exited at 1500
Posts tagged Value Pickr
Cupid Ltd – Helping the world play safe! (22-02-2024)
Ambika Cotton Mills (22-02-2024)
Absolutely, from 11% import duty to Nill. Should help the bottom line of Ambika
India uses 20Lakh bales of extra long staple (ELS) cotton while local manufacturing is only 5L bales. Rest are imported.
Avanti Feeds (22-02-2024)
Hi @lakshay_agarwal: What do you understand by these two data Points:
Shrimp exports decreased from last year by 30% however gross income from shrimp processing and exports division increased 30%, specially as they clearly mention its due to increase in sales quantity by 35%
PG Electroplast – Potential for cooler returns? (22-02-2024)
PGEL Feb, 2024 Con-call Highlights & Notes. ( I have divided my notes in terms of BRG i.e. Business, Risk & Growth )
Hope the information was informative! The same is covered here in this thread too :
https://x.com/Lakshayy_99/status/1759435508760109279?s=20
Disc : Invested
National Peroxide (22-02-2024)
date for announcement or date for listing?
Avanti Feeds (22-02-2024)
Avanti Feeds Q3 FY24 – Feb Concall Highlights in terms of Business, Risk & Growth Updates
Concern : One major issue I feel with Avanti is that they cannot pass on the raw material price increase to the farmers effortlessly, now even though they are able to benefit from the whole ecuador situation. I am not sure that the whole business model is that strong enough. What are your thoughts ?
Disc : Invested
Ambika Cotton Mills (22-02-2024)
Govt have removed duty on extra staple cotton.It will benifit Ambika Cotton
Himachal Futuristic communication (22-02-2024)
HFCL Q3, FY24 Feb Concall BRG Highlights 
Another latest update as per 21st Feb is :
#HFCL to Expand Presence in Europe with setting up of Optical Fibre Cable Plant in Poland to capitalize growing demand of OFC in Europe.
Hope the information was informative! The same is covered here in this thread too : https://x.com/Lakshayy_99/status/1760502294121152926?s=20
Disc : Invested
Nav_1996 portfolio – Suggestions needed (22-02-2024)
Added Rane Brakes < 1% by trimming bit of Marico. Intention is play emerging manufacturing theme with well established and entrenched player
Thesis on Rane Madras board
Sunteck Realty – Quality Real Estate Company (22-02-2024)
aggressiveness of sunteck right now could become a great blessing, seeing the demand in real estate