“I have been a partner in a firm since 2011. This firm is empanelled with banks as a “DSA” (Direct Selling Agency) for selling their products such as home loans and loans against property. Does this make me eligible to register as a research analyst?
Posts tagged Value Pickr
How to register with SEBI as a Research Analyst? (14-02-2024)
“I have been a partner in a firm since 2011. This firm is empanelled with banks as a “DSA” (Direct Selling Agency) for selling their products such as home loans and loans against property. Does this make me eligible to register as a research analyst?
Senco Gold: Upcoming gold story! (14-02-2024)
COGS increased because gold prices increased and the same is reflected in topline with 16-17% Value growth,…Margins are down because company had to roll out new offers and schemes to attract the customers during the festive days as the gold prices were increasing. And also they have mentioned Advertising costs were higher as the company’s new stores in T4/T3 cities required higher spends for reach…
But for the full year, they have maintained their margin guidance at 14% GM and 7% EBITDA and Topline CAGR at 18-20%…i guess these are inline with the consensus…
Senco Gold: Upcoming gold story! (14-02-2024)
COGS increased because gold prices increased and the same is reflected in topline with 16-17% Value growth,…Margins are down because company had to roll out new offers and schemes to attract the customers during the festive days as the gold prices were increasing. And also they have mentioned Advertising costs were higher as the company’s new stores in T4/T3 cities required higher spends for reach…
But for the full year, they have maintained their margin guidance at 14% GM and 7% EBITDA and Topline CAGR at 18-20%…i guess these are inline with the consensus…
My portfolio updates and investment journey (14-02-2024)
@joinjp2003 Whats your take on Ami after results ? its more flattish
My portfolio updates and investment journey (14-02-2024)
@joinjp2003 Whats your take on Ami after results ? its more flattish
Shaily Engineering Plastic (14-02-2024)
Shaily posted a good set of Q3 FY24 results. Revenues increased by 17% yoy and a significant increase in EBITDA, PAT seen. There is superior expansion in EBITDA/PAT margins both yoy/qoq.
| Q3 FY24 | Q3 FY23 | YOY | Q2 FY24 | QOQ | 9M FY24 | 9M FY23 | YOY | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 158.44 | 136.26 | 16.28% | 157.57 | 0.55% | 473.31 | 472.57 | 0.16% |
| EBITDA | 32.96 | 19.72 | 67.14% | 26.56 | 24.10% | 87.17 | 69.91 | 24.69% |
| EBITDA % | 20.80% | 14.47% | 43.74% | 16.86% | 23.41% | 18.42% | 14.79% | 24.49% |
| PAT | 14.52 | 5.67 | 156.08% | 10.83 | 34.07% | 37.95 | 25.22 | 50.48% |
| PAT % | 9.16% | 4.16% | 120.24% | 6.87% | 33.34% | 8.02% | 5.34% | 50.24% |
Management mentioned in last concall that sales will be flat qoq in Q3 compared Q2.
Astec Lifesciences (14-02-2024)
In the latest conf. call, mgmt. confirmed about commissioning the 2nd herbicide facility. However, there was no specific commentary about the CDMO plant. They did mention that finer details of upcoming capex will be shared by Q4.
Considering their CDMO aspirations, huge capex [mentioned in earlier calls] as a multi-purpose greenfield plant seems unavoidable. However, I don’t see any latest EC filings from the company related to this matter. If its planned the way I am thinking, EC approval itself will delay the plan by 12 months or so.
Any thoughts on this aspect?
Buy Unlisted Shares (14-02-2024)
precize.in
(Please go ahead with your own risk. I have invested through this website and they look trustworthy but can’t recommend anything unlisted blindly).
Gourab Paul EV Ecosystem India, 2023 (14-02-2024)
As per Q2 Concall of HEG, OPM – 20% but screener is showing 17%.
I also noticed same thing in some of the other companies as well. Is screener data is not reliable when it comes to OPM?