Posts tagged Value Pickr
Praveg Ltd: Play on Indian Tourism Industry! (15-02-2024)
Someone asked a very good question in concall. With 1000 rooms at 50% occupancy and 10k ARR the revenues would be 180 cr and not 300 cr. I hope the management does a reality check.
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (15-02-2024)
Why is the company making losses since the last 10 years?
Marksans Pharma- Can it be the next Pharma Biggie? (15-02-2024)
100%. Management has been walking the talk the last 3-4 years.
Companies with 20%+ growth guidance for next few years (15-02-2024)
Now they are dumping.
Rain Industries – An oversold de-leveraging play (15-02-2024)
Just went through the report thoroughly seems bit positive for Rain industries as allocation has increased in general + SEZ is permitted to import Rpc for export use. What are your thoughts on it?
1- Positive
2- Big Positive
3- Neutral (expected)
4- Negative
5- Big Negative
Dreamfolks services limited( DFS) (15-02-2024)
While Adani Lounges may pose competition, their model differs significantly. Unlike Adani, DreamFolks is an aggregator with strong banking affiliations, giving them a unique advantage. Additionally, I believe Adani is unlikely to enter the aggregator business. Even If they want to, a potential takeover of DreamFolks could actually benefit the investors 
Dreamfolks services limited( DFS) (15-02-2024)
Well then it has huge competition from Adani Lounges.
Dreamfolks services limited( DFS) (15-02-2024)
I believe that this company has the potential to establish exclusive lounges in premium locations, which would set them apart from simply being an aggregator. This strategic move could solidify their position in the market, making it difficult for new entrants to replace them.
IREDA: Renewable Energy Powerhouse (15-02-2024)
Yes I know that 
. My point is that ignore the funds which are buying due to it being part of an Index, or part of the PSU sector (PSU theme funds). People are doing SIP/lumpsum in those funds in heavy number, and the fund manager has no other option but to buy. They have already crossed allocation in TREPS, free cash etc and they will need to continue buying the company.
Look at HNI’s, Ace investors, FII in smallcaps.