@RajeevJ what are your thoughts about the recent result of MPS ?
Posts tagged Value Pickr
NMDC Steel ( NSL ) – A Unique Demerger Opportunity (29-01-2024)
why the stock rally today, any idea?
NCC: Extremely undervalued (29-01-2024)
Company is continuously securing order from electrical division worth more than 5700 this financial year on DBFOOT(Design, build, Finance, own, operate, Transfer) basis. So the rerating of the company is very much on the cards.
Bajaj Finance Limited (29-01-2024)
Q3FY2023-24 Quarterly Results
Press Release
https://cms-assets.bajajfinserv.in/is/content/bajajfinance/q-3-press-releasepdf?scl=1&fmt=pdf
Sterlite Technologies | Digital India play (29-01-2024)
Is Any one tracking now this company , how do you see the Q3 Result
MPS Ltd (29-01-2024)
Frankly, I find Rahul to be sincere and transparent. Even a lil humble (referring to Q3 and Q2 concalls). In past, he has delivered on his forecast.
One worse than expected quarter and we are pointing out flaws. We need to give management some rope here.
As of today, this is a business with 28% ROE, solid Cash from Ops for last 10 years, >150 Cr Net cash, >2% div yield.
Yes, the topline and bottomline growth has come down. But it should pick up considering the management commentary.
Now all this is available at a PE of ~20-21 (Consolidated basis).
In current hot market, this does not seem so bad.
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (29-01-2024)
Going by Vardhaman textiles ltd concall which happened few days back, home textile business has improved. They also mentioned that inventory level at customers has come down to normal level which is leading to increase in demand.
Dreamfolks services limited( DFS) (29-01-2024)
Recently visited the Hyderabad airport encalm lounge. Still had waiting of 10 mins around evening times. There is a bigger lounge going to open in the expanded terminal as well. So far do not see any effect of cards reducing lounge visits.
Tips Industries Limited – Ready to RACE ahead! (29-01-2024)
Saw Today’s Volume??? Big Boys are are entering the game 
Endurance Technologies – Quality focussed Auto component manufacturer (29-01-2024)
Endurance – Corporate Governance example