Understanding the ERW manufacturing process in detail
Good data points on the ERW Industry. The pie is big for the top5-6 players to grow and capture market share from unorganized and smaller players
Comparison of key players
Posts tagged Value Pickr
52 week highs and all time highs strategy (21-02-2024)
Time Techno update. cmp 230. Stock price managed to post a fresh all time high this week after 6 years. Previous ATH was 232.80 in Jan 2018. Previous important resistances marked in dotted lines
52 week highs and all time highs strategy (21-02-2024)
Time Techno update. cmp 230. Stock price managed to post a fresh all time high this week after 6 years. Previous ATH was 232.80 in Jan 2018. Previous important resistances marked in dotted lines
Sunteck Realty – Quality Real Estate Company (21-02-2024)
all the peers of the company are doing so well why sunteck overall pre sales growth reduced ? in such good environment
Narayana Hrudayalaya Ltd (21-02-2024)
I listened to the Concall as well and your inputs are spot on. They are careful on payor mix + maximizing operations leverage. Jaipur is probably Hospital restricting the flow but manageable issue.
I also agree with 20% PA growth. They will maximize land bank but don’t seem to be aggressive like Max or KIMS. For 20% Growth, what is the right valuation? I feel like there is no margin of safety now at 1350 rs. looking to invest in near future.
Forensics and the art of triangulation (21-02-2024)
I call it “front running government policy” tribe ……
Such examples can be found in all domains where government policy initiatives happen…
Be it Travel and Tents…
Be it EV buses and Bright Steel……
Roads and Contractors etc
Just to add to your extensive research
He is turning around another company if we would like to benefit from his expertise.
Anshuni Coomercials Limited.
Regards