Yeah the price action deteriorated from middle of December. So the insiders knew this was coming.
Posts tagged Value Pickr
Hariom Pipes Ltd: A Capex Play! (09-02-2024)
Yupp… bad results as what price action was telling…
Sales miss led operating deleverage & PAT down significantly
Waiting for their press release if happens to know the exact reason
IDFC First Bank Limited (09-02-2024)
@naveen062000 Thanks for sharing this info. This is helpful. I hope you’ll keep us updated going forward also
Som Distilleries and Breweries (09-02-2024)
Don’t use profanity while expressing your views, even if you believe they are the right words. The intention to warn members is appreciated, but do that without using the bad words.
Hariom Pipes Ltd: A Capex Play! (09-02-2024)
So the sales are hit in the result.
Buy Unlisted Shares (09-02-2024)
No thumb rule is there. I think it take different time for each companies.
Capital Small Finance bank filed DRHP in October 1st week and the IPO is happening now. Polymatech also filed the DRHP at the same week. So, in that case Polymatech should bring their IPO this month. But I am sure it doesn’t work that way. It can be different for each companies.
Now, your guess is as good as mine. I will keep holding these stocks. No, more fresh buy at all.
Hariom Pipes Ltd: A Capex Play! (09-02-2024)
Bad results it seems
Buy Unlisted Shares (09-02-2024)
There is no thumb rule for gap between DRHP filing and actual listing.
Polymatech was filed on october 6th and i dont see any listing news as of now.
There are lot of opportunities in current listed space at present.
Six month lock in is always there primarily because the shares that are being offered are from early investors and most of them have such conditions in their term sheet with promoters when they invest. So same conditions are passed on along with shares you buy.
I have invested in Polymatech and NSE. In NSE I assume there is no such condition, but i am not very sure.
Now i a not exploring any more opportunities.
DHP India Ltd – Regulators and Fittings (09-02-2024)
Company sales are not able to catch up with their investment returns.162 cr capital invested in MFs can soon get drained paying employee salaries and overheads. Shutting down the business and promoters taking early retirement can save them all the wealth earned last 10 years.
NCC: Extremely undervalued (09-02-2024)
If we exclude the claims in Q2, the 9M profits are at 650 Crores. With another 250 crores profits (estimate) in Q4, the total profit for current fiscal should be around 900 crores, which results in an EPS of Rs. 15 per share. At CMP of 225, it is 15 PE for FY 24 numbers
Not sure if that is long term cyclical peak PE or can it be further re-rated based on how orders flow in post elections.