Maangement had never referred specifically to KArxt molecule in any of its concal.
Posts tagged Value Pickr
Deepak Nitrite (09-02-2024)
Deepak Nitrate :- Deepak Chem Tech Limited signs Rs. 9000 crores MoU
with Government of Gujarat (GoG)
• Early adopter of Make in India, Deepak Group takes another step in realizing the
goal of making India self-reliant in Responsible Chemistry
• The Company had expressed intent to invest in the state during the Vibrant Gujarat
Global Summit 2024 held on January 10-12, 2024, under the auspices of the Honorable
Prime Minister Shri Narendra Modi
• Towards this, DCTL has signed an MoU to invest around Rs. 9000 crores across
projects with proposed year of commencement in 2027
• Polycarbonate Resins & Compounds, Methyl methacrylate (MMA) and Poly Methyl
Methacrylate (PMMA) Resins & Compounds and Aniline to be manufactured at Dahej
in Gujarat by Deepak Chem Tech Limited (DCTL)
• About 1300 direct and indirect employment opportunities will be created
• The proposed investment will also help reduce India’s import bill…
Earlier in May 2023, the Company had signed a Rs 5000 cr. MoU with GoG for manufacturing Specialty
Chemicals- Acetone, Phenol and Bisphenol.
“Polyplex Corporation “ Are Good Days Ahead? (09-02-2024)
Sorry, there was a typo. I was referring to Sanjiv Saraf only.
See the bright Sun: Aditya Vision (09-02-2024)
We all talk about patience but very few has it… too much pessimism all of a sudden as everyone expecting 50% annual growth in PAT
PayTM (One 97 Communications Ltd) (09-02-2024)
Next in line for RBI crackdown are GPay and Phone Pe. Paytm has the oppurtunity to capture UPI customers of GPay & Phone Pe after discontinuation of its wallet business
IDFC First Bank Limited (09-02-2024)
NCLT has given another listing date. Next meeting is scheduled for 15.03.2024.
Buy Unlisted Shares (09-02-2024)
Took position in WaaRee and Polymatech. This is my first Unlisted buy. Companies looking promising with reasonable valuations. Both filed DRHP.
DCX Systems Ltd (09-02-2024)
They didn’t mentioned any softness in the demand in their last concall. And the things is other electronics companies are giving good result. This result should be company specific. Let’s see what they say in concall. At least finally they got orders since the IPO.
IREDA: Renewable Energy Powerhouse (09-02-2024)
Well, valuation is the ultimate king in equity market. Market may support insanity in the short term but in the long run valuations always revert to the sector mean for majority of the stocks. The stocks that trade above the sector mean typically have something special about them such as extraordinary growth potential, very high quality management with outstanding and consistent track record of execution and some kind of moat.
IREDA: Renewable Energy Powerhouse (09-02-2024)
Cheer up, stock is down 15% so notionally you are in 2% profit. You can still reenter it if FOMO is too strong 