GFL entered the EV space. EBITDA margin above 25%
Posts tagged Value Pickr
GHCL – Soda ash & home-textiles player (07-02-2024)
Soda ash prices have seen double digit growth in Jan ’24 on a month on month basis
Hitesh portfolio (07-02-2024)
Dear @hitesh2710 ji,
Wondering if you are still tracking or have a view on Lux Industries (you started the thread way back)
Lux has been fraught with challenges in the last couple of years…
1/ Insider trading case in early 2022 against promoter’s son (Udit Todi)
2/ Surge in raw material price (cotton)
3/ The two brothers at the helm (Ashok and Pradeep Todi) not getting along
4/ IT raid in late 2023
But looks like some of the issues are behind them, with…
1/ Udit Todi has been given a clean chit in the insider trading case
2/ Cotton price has cooled off
3/ Per the grapevine, brothers Ashok and Pradeep have divided the empire (split by brands) – the recent results also reported the numbers by “verticals” for the first time which to me looks like carving up the empire
IT raid is the only big known unknown in my view
Additionally, a new unit at Jagdishpur came on stream last week which will add ~400 Cr to the top-line in the next ~2 years
Risk-reward ratio looks very favorable to me…
Thanks in advance
Rainbow Children’s Medicare – Niche player in Hospital Industry (07-02-2024)
Do you know whats the occupancy of Max health care hospital? Do they face similar issue?
Mann’s Portfolio (07-02-2024)
Congratulations on the investment and great results from Crown Lifters. What is your opinion on Tara Chand Infra and their rental yields who operates in the Same Segment with a larger capex and newer cranes compared to Crown Lifters? Feeling optimistic about Infra Proxies after Sanghvi and Crown’s Results?
Thanks,
Fawaaz.
Gujarat Fluorochemicals: A hidden fluorine story (07-02-2024)
GFCL EV announces commencement of LiPF6 Project
A groundbreaking investment of INR 6000 Crores for over 4-5 years (650 already invested till 31.12.23)
Accelya Kale Solutions-Niche & Sticky Business (07-02-2024)
PPFAS added another 13,177 shares of Accelya in Jan 2024,
Back to back addition from PPFAS,.
Considering the AUM Size of flexi cap, the percentage allocation is still tiny, 0.01%
Yes bank (07-02-2024)
can anyone explain why Yes Bank is increasing amidst the news of HDFC acquiring stake in it ?
What is the dynamics at play here?
GHCL – Soda ash & home-textiles player (07-02-2024)
trading economics most likely provides soda ash prices trading in china, however Indian soda ash prices may have come down quite dramatically due to imports from Europe. On the other hand soda ash prices in yuan terms is still lot higher from 2021 levels on the other hand GHCL is saying that soda ash prices are the lowest as compared to last few years and may expect a turnaround…
Hence wanted to check if there is a way to track soda ash prices in India