Why did Ramky Fall today with 20%, do not see any bad news either. Q3 2023 result was also good.
Even today on NSE website i sawThey also get debt paid.
Am i missing anything?
Posts tagged Value Pickr
Premier Explosives (02-02-2024)
A little bit of correction here.
- FY24 revenue will be 300cr +/- 10%. So 270-330cr as per management.
- Order book might be 100cr less as there might be some mismatch due to GST even though mentioned in presentation that order book is excluding GST
- FY25 600 cr is a possibility not a guidance
Other points to add:
- Tax to be 25%.
- Industrial explosives prices are decreasing each year
MapMyIndia – The Map Company (02-02-2024)
You are watching standalone numbers.
If you look at consolidated number total income is 92 cr + Other Income(12cr) which is total 104 cr.
In screener click on ‘View Consolidated’
UPL Ltd – global agrochemical company (02-02-2024)
What is the risk of default for UPL? With such high debt , I am currently comfortable to buy it at book value only.
Not invested: keeping a watch.
NPST – Technology Provider for UPI Tech (02-02-2024)
How will NPST gain market share? If mindgate is the market leader, banks n nbfc will likely to partner with the market leader.
What value addition will NPST provide to gain market share? Lower cost?
Praveen’s portfolio (Coffee Can) (02-02-2024)
Added a new position (full position) to the portfolio LIKHITHA INFRASTUCTURE
Topped up other positions to make it full positions as well.
GNA
PSP
Indraprastha
DP wires
Swaraj Engines
Vikram Thermo
It is becoming increasingly difficult to find positions to add to because of the prices going up
| Symbol | % of my portfolio (Buy Value) | % of my portfolio (Present value) |
|---|---|---|
| VIKRAM THERMO | 4.15% | 4.62% |
| WPIL | 3.08% | 3.86% |
| SWARAJ ENGINES | 4.11% | 3.86% |
| GNA | 4.10% | 3.72% |
| MARKSANS | 3.00% | 3.64% |
| AGARWAL INDUSTRIAL | 2.94% | 3.53% |
| IGL | 4.11% | 3.52% |
| PSP PROJECT | 4.11% | 3.47% |
| LIKHITHA | 4.12% | 3.43% |
| MGL | 2.94% | 3.40% |
| DP WIRES | 4.11% | 3.40% |
| HCL TECH | 3.02% | 3.32% |
| CAPLIN POINT | 2.84% | 3.22% |
| INFY | 3.00% | 3.09% |
| INDO BORAX | 2.95% | 3.07% |
| SATIA | 2.97% | 2.84% |
| BOMBAY BURMAH | 2.69% | 2.76% |
| AMARA RAJA | 2.38% | 2.75% |
| SHRIRAM PISTON | 2.72% | 2.71% |
| TRANSPEK | 2.94% | 2.56% |
| REFEX | 2.69% | 2.47% |
| CGVAK | 2.41% | 2.46% |
| WIPRO | 2.40% | 2.41% |
| KOVAI MEDICAL | 2.66% | 2.37% |
| CIGNITI TECH | 2.69% | 2.20% |
| MONTE CARLO | 2.68% | 2.15% |
| GRAVITA | 1.33% | 1.59% |
| FIEM IND | 1.29% | 1.38% |
| 20 MICRONS | 0.96% | 1.37% |
| TECH MAHINDRA | 1.33% | 1.33% |
| MAAN ALUMINIUM | 0.96% | 1.31% |
| PAKKA | 1.08% | 1.30% |
| MOLD TECH | 1.21% | 1.16% |
| SREE RAYALASEEMA | 1.41% | 1.11% |
| MPHASIS | 0.96% | 1.06% |
| DYNACON | 0.95% | 1.05% |
| FAZE3 | 0.96% | 1.01% |
| VIMTA LABS | 0.97% | 0.92% |
| SHARDA CROPCHEM | 0.97% | 0.62% |
| GRANULES | 0.35% | 0.45% |
| ERIS | 0.35% | 0.43% |
| AVANTI FEEDS | 0.35% | 0.42% |
| SURAJ PRODUCTS | 0.16% | 0.37% |
| B&A PACKAGING | 0.35% | 0.36% |
| IGPL | 0.36% | 0.33% |
| BALAJI AMINES | 0.37% | 0.32% |
| HINDUSTAN ZINC | 0.36% | 0.31% |
| MENON BEARINGS | 0.35% | 0.30% |
| COROMANDEL | 0.26% | 0.22% |
| TALBROS ENG | 0.28% | 0.20% |
| MKEXIM | 0.16% | 0.18% |
| JK PAPER | 0.10% | 0.11% |
“Polyplex Corporation “ Are Good Days Ahead? (02-02-2024)
I can’t find any track record of polyplex conducting earnings call. Will lookout for earnings call for peers like Jindal Poly, Cosmo First, Uflex & Ester – in case they can guide about BOPET industry margins going ahead.
Selecting a broker (02-02-2024)
Far away options have significantly lower theta decay than near options
If buying buy 6 months far, there is no decay but liquidity is thin and spread is not great
If you keep an order it usually fills
South Indian Bank (02-02-2024)
MF lining up too + Insurance + Guys from SG i guess too looking to diversify away from top 4 banks into PSU’ish banks like SIB.
Force Motors – racing ahead! (02-02-2024)
Bharat Mobility Show: Force Motors to invest Rs 2000 crore in 2 years to 2025