Markets are very kind to Electronic Components with Inds P/E at 84x, here’s a API manf doing PCB assembly for glucometers (own brand) potential to expand into various other medical equips, currently at sub 30x P/E.
Apart from corporate governance issue in past, where am I reading this incorrectly, kindly guide.
Posts tagged Value Pickr
Morepen Labs – a believable turnaround story (21-06-2024)
Kontor Space Limited (21-06-2024)
Nicely summed up. Also many good investors like Neil bahal fro Negen capital asked Question in the concall, it doesn’t mean they are invested but definitely interested in the company.
Ishaan’s Longterm Portfolio (21-06-2024)
Now that I am working full time, I have enough time to update my progress here. - you wrote this in your post…
Hi Ishu, Sorry to jump in and my word may be little harsh - let me say sorry in advance if it hurts you in anyway. If you wish, I will delete this post.
First let me compliment you, you seems simple guy, and this is big thing in current world, my compliment to you that you attracted person like hiteshbhai to comment in your post.
However, I believe you seems lost in with current bull run, you seems trying hard with your small portfolio and trying trading for few clients - I believe my presumption is right after reading some posts in your thread.
I may be echoed what others try to say, let me be straight - you should not do this full time with such small PF. It stricly to be done part time. You must aware about TAR - Tariq H, he must be putting long hours of day in investing and he also have income for his wrap (which is btw excellent at this price), even though he contine with his current job.
20-21 is the most imp age for carrier building. Please find regular job to generate regular income, your current PF won’t give you anything and you will regret your decision later in life. If you are passionate of investing try to find job in equity research or trading firm. If this may not be easy than pass CFA or relevant exams in your free time.
Once again am sorry for my post, but I can’t resist to give you my opinion/feedback.
Gloster Ltd: Jute Manufacturing Company (21-06-2024)
Few more updates on this business:
- Auditors: Price Waterhouse & Co. Chartered Accountants LLP
- Power Cable Website: https://fortgloster.com/
- 30-Mar-204: Gloster Nuvo Limited, WOS, has set up Jute Mill in 30 acres at Bauria, Howrah , at a Capital outlay of about Rs. 300 crores in Phase - 1 and has started Commercial Production.
- 26-Apr-2024: Equity Shares listed on NSE w.e.f. 26.04.2024
- 30-May-204: Fort Gloster Industries Limited, WOS, has reconstructed its factory at Bauria, Howrah and commenced commercial manufacturing of power cables.
- 20th July 2023: Per linkedin handle of the sales head: First Billing Done From Factory on 20th July 2023 on Auspicious Occasion of Rath-Yatra in presence of honorable Chairman Sir.
- 2nd Aug 2024: Record Date - DPS of INR 20
- 9th August, 2024: 102nd AGM on Friday, 9th August, 2024 at 11.00 A.M
Sources: Exchange filings and Linkedin
Pondy Oxide & Chemicals (21-06-2024)
corporate deck
Gravita India success story (21-06-2024)
Any idea why the stock is rallying so fast?
FIEM industries : auto ancillary player (21-06-2024)
- Good concall commentary
- Capex planned
- New products and technologies
- Outperforming industry
- Steady growth and clean balance sheet
- Positive about 2W and EV2W and LED adoption
- Progress in 4W space
- Insurance recovery - slight overhang
- Few resignations in recent past.
Inspite of this, Promoters have sold over 7.5%. No disclosure about who has bought yet.
- Not affected stock price movement.
- Deliveries been high on higher volume days. ( 2 big volume days, promoter selling seen)