Posts tagged Value Pickr
Sona Comstar BLW – Direct EV Play (25-06-2024)
Except this statement, I agree to all other points.
Sona Comstar BLW – Direct EV Play (25-06-2024)
Except this statement, I agree to all other points.
Va Tech Wabag (25-06-2024)
(post deleted by author)
Important metrics to predict stock price (25-06-2024)
what about dcf & eva ryc
nopat roic wacc
Contrarian Investment : Always looks the other Side (24-06-2024)
It looks good but is highly concentrated in my opinion toward the finance sector 50%+ is something I might never suggest though totally depends on Risk appetite and portfolio vs your total net worth(Like in my case other than this hold MF(Mainly Equity) + cash + EPF that in terms become 30% so for me risk manage this is something to always look for).
Would still want to know views over RBA over others like Jubliant and Westlife as I personally think Burger as a business might underperform over other QSRs
Contrarian Investment : Always looks the other Side (24-06-2024)
Like i understand it would do better then SFBs and banks at least in growth but their are two reasons that I bought it.
- I bought a long time ago before the Reverse Merger so gained well in it so a bet that is more planned than recent.
- Valuation and Risk profile, I personally don’t track very actively in terms of stocks so quick buy and sell might be hard I need a player that has some base of valuation + good growth, here the main bet is on the shift from pure MSME loans like AU (not similar but can be very close) so their price to book looks good and in terms of total gains would be more like Growth + valuation.
Would still look deep into this and arman finance and if possible will post my study too.
Amara Raja Energy & Mobility Limited: Powering Ahead (24-06-2024)
BENGALURU, June 24 (Reuters) - Indian battery maker Amara Raja Energy and Mobility [(AMAR.NS), said on Monday it signed a licensing agreement with Gotion-InoBat-Batteries (GIB), a unit of China-based Gotion High Tech Co [(002074.SZ), (https://www.reuters.com/markets/companies/002074.SZ), to produce lithium-ion batteries in India.
GIB EnergyX Slovakia, a joint venture between Gotion and Slovakia-based InoBat, will license Gotion’s lithium iron phosphate technology for lithium-ion cells to a unit of Amara Raja, the Indian battery maker added.
Under the licensing agreement, the Indian company will get access to cell technology IP, support for establishing Gigafactory facilities, and be integrated into Gotion’s global supply chain network.
Gotion, whose largest shareholder is the German automaker Volkswagen (https://www.reuters.com/markets/companies/VOWG_p.DE) , specializes in lithium-ion rechargeable batteries for new energy vehicles.
Indian automakers mostly import EV batteries from China and South Korea and, along with domestic battery suppliers, have been investing in developing lithium-ion battery production capabilities within the country.
Amara Raja’s rival Exide Energy Solutions [(EXID.NS), (https://www.reuters.com/markets/companies/EXID.NS) partnered with SVOLT in 2022 to build its own lithium-ion battery plant, which is expected to begin operations later this year.
In April, the South Korean auto duo, Hyundai Motor Co (005380.KS), opens new tab and Kia Corp (000270.KS), opens new tab signed a memorandum of understanding with Exide Energy Solutions to supply batteries for their electric vehicles, to boost competitiveness in the Indian auto market.
Earlier this year, Reliance Industries [(RELI.NS), (https://www.reuters.com/markets/companies/RELI.NS), JSW Neo Energy and Amara Raja Advanced Cell Technologies were among seven companies that [submitted bids](https://www.reuters.com/world/india/jsw-amara-raja-reliance-
submit-bids-make-batteries-india-2024-04-23/) to set up battery manufacturing gigafactories in India.
Those invested/tracking please Note [from a domain expert VP member who can’t post here]
- Gotion is a much superior technology partner than Exide’s partnership with Svolt.
- Gotion has very strong LFP battery technology IP.
- Gotion supplies VW and VW owns 26% stake in Gotion.
Great articles to read on the web (24-06-2024)
Always a pleasure to listen to Ian Cassel:
Smallcap Discoveries 2023 Investor Conference: Keynote Speaker - Ian Cassel