Is there a way to know market share of Amaraja for telecom towers ?
Posts tagged Value Pickr
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (04-02-2024)
No idea. The investment is only to buy land for their 3rd plant. I think prior to this, their 2nd plant which is under construction should come on stream and generate returns by mid 2024.
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (04-02-2024)
It seems very good stock from its business and management perspective. Adding on huge dips seems decent bet.
Disclosure, invested and biased.
The Complete Portfolio – SM (04-02-2024)
Hi @parthiban91
The allocation is approximate mentioned above.
I still feel that it is strong franchise and is going through consolidation because of Jio finance entry.
Just like the large banks, Bajaj Finance has been able to reduce its cost to income ratio (from 45% to 35% over the past decade). However, as a relatively late entrant and with the handicap of not having a readymade customer base, Bajaj did this by creating a cross sell customer franchise which can be sold multiple products over and over again. Additionally, its performance-oriented culture has meant that 90%+ employees are on monthly/ quarterly target oriented variable pay thus linking a large part of costs directly to revenues.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (04-02-2024)
Not a subject matter expert. My answers as below.
- I think the cost of product varies with each grade. As an example, one of the largest manufacturers of virgin carbon black in India (PCBL) N550 sells it around Rs.150/kg, whereas Hi-green recovered carbon black SS550 is available at Rs.35/kg. I guess, at the end, the choice of grade depends on the end user application.
- India imports most of its carbon black from China, US and Korea. I think the key risk whether it is import or local is going to be price, which I think the company has already mentioned as one the risks (Price is the main factor in most cases for client making decision to have their products). I am assuming they are mitigating this risk through good relations with the clients and offering a quality product at competitive price.
- Yes, it is quite possible as increasing environmental regulations, rising awareness about sustainable materials, and the need for circular economy solutions are expected to drive the market further, so are the new players entering the market. However, as the company claims they produce the product using a patented technology which matches or even surpasses the costly virgin carbon black gives me an impression that they have some kind of moat over other unorganized domestic players. Also, the recovered carbon black business is built on a waste management of tires. So if a tire company decides to put a new rCB plant, that may not be more for a backward integration, rather to manage the tire waste and to comply with govt’s EPR policy.
Disc: My views may be biased. Not a buy recommendation.
Balaji Amines Opportunity (04-02-2024)
From a stage analysis point of view, Balaji Amines seems to be moving to stage 2 after months of stage 1 consolidation.
PayTM (One 97 Communications Ltd) (04-02-2024)
I am not optimistic about the prospects of the PayTM superapp once it’s forced to change its plumbing away from PPBL to competing banks.
Disclosure: Never invested
Zen technologies – A micro cap in the defense space! (04-02-2024)
Zen Technologies is not importing any component like other companies and in-fact Zen Technologies is the sole applier in many anti-drone tenders since other companies do not fulfill the criteria of indigenization.
In Feb 22 the Govt has banned all the import of drones and components to encourage domestic drone manufacturing industry to become global drone hub by 2030.
company is fully utilizing its manufacturing capacities for anti-drone systems.
Moreover an assembler can not generate 25% EBITDA.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (04-02-2024)
Thank you. Do we have any guidance on when can some returns be expected from this investment?
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (04-02-2024)
Thanx Dear.
I am as good or as bad as you in stock selection. I often get this question in this thread. There is nothing wrong in asking this valid question as things change with passage of time and as soon as I get some update , I give priority in posting this in this forum.
When this thread was started under Green hydrogen, a lot of contribution were made by members like you in identifying renewable stocks, in the process I had also learnt a lot and done investments in names as discussed from time to time , which had really given me 3x, 4x returns…
Coming back to your question on renewables like Solar /wind /Green hydrogen stocks , you already seem to have a good selection.
However , you may like to have a look at these renewable stocks which is a basket of fairly diversified small/ midcap / large ca/ Pvt / PSU as given in the link below. Personally I prefer well known names in mid cap/large cap, PSU stocks.
Members ! it would be great please let us have your views on stocks you own or stocks that you want to own giving reasons. I may have some stocks but not all.
Discl: invested in some of these stocks. not a buy sell recommendation. Please do your own assessment before investing