problem in care ratings is its market share have been eaten away by many other players ,crisil or icra is far more better picks
Posts tagged Value Pickr
IREDA: Renewable Energy Powerhouse (15-02-2024)
So retail investors are absorbing all this sell-off from people much smarter than most of us?
Fact ?
Eris Lifesciences – 100% of sales from India Pharma Market (15-02-2024)
Interesting…besides the 51 % by Eris, the promoters are buying another 19 % in their personal capacity in Swiss Parenterals.
My portfolio updates and investment journey (15-02-2024)
Hi @aadi_007 liquidity is an issue. For me I will hardly sell as it funds my monthly expenses. If bond prices rise drastically then I might look to sell, I can sell in small tranches for many days.
Bond MF provide good liquidity however post management expenses we hardly get 7%. My bond portfolio is designed at 10%. Bid-ask spread is very high ranging from 25 to 75bps. So if I want to sell in hurry then i might have to sell at discount of 3 to 5 rupees on 100 rs par bond. In many cases there is no liquidtity so may end up holding till maturity. So I have staggered my maturity from 1 to 17 years. I am hoping as country grows bond market deepens.
Pricol limited – OEM automotive (15-02-2024)
Q4 has begun well for two wheelers…
Chennai petroleum (15-02-2024)
I also came upon this in some of my screeners. But it seems that the fortunes have recently improved due to russia-ukraine oil crisis. The following article may be of help:
https://www.valueresearchonline.com/stories/54039/why-oil-refineries-are-suddenly-flying-high/
PS. Not invested
PPS: my first post on valuepikr – where I’ve mostly been a lurker 
My portfolio updates and investment journey (15-02-2024)
@cometolearn I have no change in my view after the results. Earning story as expected shall pick up from Q2FY25. Positive – was increase of Ankleshwar capex from 190cr to 300cr. In long-term (beyond 2 to 3 years) they will also have a new electolyte solution business line.
Investing Basics – Feel free to ask the most basic questions (15-02-2024)
Hi. In the Investor Presentation of Shaily Engineering Plastics (slide 15), I saw the following ratio. Can someone explain as a concept what is this ratio supposed to indicate? Especially for a manufacturing company which has been spending a lot of money to put up new capex.
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (15-02-2024)
Hi Everyone,
While looking at Q3 24 PPT, I noticed in board member we have a MMBS degree holder and Practitioner Doctor in USA. Not sure why she has been added to the board.
Everest Kanto Cylinders Ltd. – A long runway ahead! (15-02-2024)
These two companies are prime examples of making a lot of noise without actually delivering results