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Posts tagged Value Pickr
Tracxn Technologies (15-02-2024)
Just wanna share some of the questions and still thinking about these. Tracking the company
Morning Star acquired pitchbook in 2016.
License growth for Pitchbook
Revenue from 2016 to 2024. Approx
i have some questions like for such a small company. Does Market really matters?
2. They started hiring huge sets of employees and started reducing them. Why? Do they doesnt know how many are required to do?
3. We Can check the employee count of Pitchbook Vs Tracxn Vs Other Peers ?
HDFC Bank- has it now reached the hated zone (15-02-2024)
Following ET article suggests extreme negativity about HDFC stock. Whenever I see such a development in a high quality stock, with strong fundamentals, it always builds my conviction in it. That’s a point when no one wants to touch a stock. And that’s also the point which offers very good return with very less risk.
I recall similar article in ET about Infosys, last year, when stock was trading at around 1300 level, having fallen some 30% off its peak, amid peak pessimism about IT sector with many fund managers putting “avoid” calls on IT stocks. Infy is up 30% since then (not a bad return when IT sector is still not out of doldrums).
There are many similar stories in the market. ITC for a long time was in hated zone. And same goes for many large cap PSU stocks.
Market always offers opportunities to make money but they are usually in the form of bad news. And it’s very rare that good news and good price come together.
I strongly believe good days are ahead for HDFC stock now.
Disc- invested and biased.
Phantom Digital Effects Limited (15-02-2024)
Can someone also clarify why screener is showing FII and MF holdings as per Dec 2023 data. Shareholding in NSE site says only promoter and public are holding all shares.
Red Tape Ltd. – The next fashion giant? (15-02-2024)
Drew up a table of the top 50 Mens Shoes bestsellers on Amazon Amazon.in Bestsellers: The most popular items in Men’s Shoes
| Brand | Number of Products | Average Rating | Price Range (in ₹) | Total Reviews |
|---|---|---|---|---|
| Sparx | 6 | 4.08 | ₹320.00 – ₹880.00 | 101,222 |
| ASIAN | 6 | 3.95 | ₹159.00 – ₹799.00 | 104,142 |
| Red Tape | 4 | 4.05 | ₹499.00 – ₹1,709.00 | 61,988 |
| FLITE | 2 | 3.95 | ₹292.00 – ₹294.00 | 51,286 |
| Campus | 4 | 3.95 | ₹895.00 – ₹1,205.00 | 24,812 |
| Puma | 5 | 4.02 | ₹899.00 – ₹2,550.00 | 25,893 |
| Adidas | 3 | 4.03 | ₹1,349.00 – ₹1,529.00 | 19,952 |
| Nivia | 2 | 4.10 | ₹949.00 – ₹1,499.00 | 17,994 |
| DOCTOR EXTRA SOFT | 4 | 4.15 | ₹695.00 – ₹699.00 | 9,892 |
| Bata | 2 | 3.75 | ₹281.00 – ₹715.00 | 5,835 |
| Vector X | 1 | 3.90 | ₹879.00 | 1,001 |
| YOHO | 1 | 4.00 | ₹496.00 | 1,193 |
| Liberty | 1 | 4.00 | ₹340.00 | 1,270 |
| Dr.Ortho | 1 | 4.00 | ₹395.00 | 654 |
| JQR | 1 | 4.60 | ₹1,429.00 | 138 |
| HUNDRED | 1 | 3.90 | ₹1,499.00 | 840 |
| YUKI | 2 | 3.80 | ₹145.00 – ₹159.00 | 609 |
| NIKE | 1 | 4.70 | ₹2,550.00 | 13 |
| FAUSTO | 1 | 4.10 | ₹854.00 | 497 |
| Hygear | 1 | 4.00 | ₹439.00 | 2,111 |
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (15-02-2024)
The below article is a great read on the current developments in the company:
Some excerpts: (ALL CREDIT GOES TO ARTICLE OWNER)
- Hell Infra is desperately trying to acquire the company
- Shalimar Paints is doubling production capacity from 78 million litres to 180 million litres by modernising existing facilities. The capex earmarked for FY24 is ₹190 crores
- New R&D facility in Nashik to support new product launches like wood coatings & waterproofing
- More hiring in functions like sales, R&D and operations to support expansion
- Increase marketing spends; 5% of annual sales (from < 2%)
- Added 2,000 dealers in the last 5 quarters contributing 15% of sales
Shalimar Paints hopes to cross ₹1,000 crores in sales by FY27 (₹486 crores in FY23).
On a relative basis, Indigo Paints is currently where Shalimar Paints wants to be by FY28 (sales = ₹1,250 crores, EBITDA margin = 17%)
If I play it conservatively and assume an EBITDA margin of 12%, a back-of-the-envelope calculation extrapolates to a market cap of ₹4,500 crores by FY28 – a potential annualized stock price return of 28.6%
Cupid Ltd – Helping the world play safe! (15-02-2024)
Hi Dinesh Sairam, really appreciate that you took time to mention about your exit! Really helpful. I am sitting at 12x position in Cupid and contemplating a partial profit booking.
Regards,
Dinesh