Posts tagged Value Pickr
Best Agrolife – Think Big, Think Best! (28-01-2024)
Thanks a lot for clearing doubts.
ZEE Entertainment – Large Cap M&E (28-01-2024)
Sony values Zeel at EV of around 33,200 crores, but company is currently available at 15,600 crores (25/01/2024). Seems like a good buy, right? Worth considering!
India’s emerging Drone Industries: Companies those are leading in setting up Drone Manufacturing plants in India (28-01-2024)
Dronacharya is into drone training.
Senco Gold: Upcoming gold story! (28-01-2024)
I am unable to find annual report for FY23. Their website seems to have FY22’s AR only. Anyone has been able to find the AR for FY23?
Best Agrolife – Think Big, Think Best! (28-01-2024)
The receivables is the problem here
Generally Agro Chem are sold through distributors. The Co pushes the distributors to buy and stock their product. What ever quantity supplied to the distributors is shown as sales and they show profit on it.
To increase the sales, the co sells the product without cash upfront. The distributor repays the amount later (this is shown as receivables in balance sheet).
The distributor will return the product he’s not able to sell. So, the Co needs to reverse the sales that means whatever sales they’ve shown earlier are reduced now.
This exactly is the problem here. As long as the co doesn’t get back the receivables, there is a chance of reversal of sales and profit.
So, we can’t judge the sales shown in p&l statement as true sales and same for the profit
Hitesh portfolio (28-01-2024)
The question is generic in nature. I just used the examples of Neuland and SRF to present my doubts and confusion.
There would be some first source of information.
I would maybe ask it in investment basics qna.
Will delete this post in some time.
Deleting my earlier post.
Buying the pessimism: Trying to catch the bottom (28-01-2024)
As for textile there is significant chance of disruption due to robotic/ automation in developed world. They are building robotic sewing machines that work 24×365 and push out huge quantities of apparels. The low cost apparel manufacturing option may soon end.
ZEE Entertainment – Large Cap M&E (28-01-2024)
Sharing a video discussing in-depth the current media scenario in India.
Zee-Sony Merger Collapse: What It Means For The Future Of Zee
Hope you find it useful
dr.vikas
Buying the pessimism: Trying to catch the bottom (28-01-2024)
As per Paris agreement GOI has not authorised any new coal driven power setup for a long time. The growth in coal based power is purely by stretching on existing capacities which can have limitations. Adani power has been acquiring old non efficient plants and trying to get them up and running as new coal based plants are not sanctioned anymore.