I do not think current price action is due to hope of anti dumping duty but increase in container rates by @30% (as confirmed by my exporter friend) due to red sea issues as well as container scarcity as ships are taking longer detour (cape of good hope route) thereby putting container supply chains in tizzy. This will allow company to raise prices thereby improving profitability for this quarter at the minimum. Looking at US/UK action against Houthis and their defiance (as of now), it seems this issue will linger on for few more months.
Posts tagged Value Pickr
Mahanagar Gas Ltd – a natural monopoly (14-01-2024)
The Article dies not mention about Li ion battery replacement cost, which could be one of the major cost factor even if recycling is adopted in a big way as replacing with a recycled battery will also cost money which would be of recurrent nature.
But the way in which EV adoption is taking place would over , hopefully some solution to high repair maintenance cost would be brought down in the long run and the Govt subsidy will continue for quite some time.
EV will coexist for quite some some along with other renewable & non renewable form of energy.
Great articles to read on the web (14-01-2024)
great article to read
Yash Pakka – (Previously Yash Paper) – Rising from ash (13-01-2024)
I was expecting this:blush:
Ronak’s Portfolio – building it slowly (13-01-2024)
Thank you so much @harsh.beria93 for your input, I love your portfolio’s thread and keep looking for ideas from there.
Got interested in Rice companies as there are mainly 3-4 major brands out there and most of those trading at reasonable valuations. Yes, I am looking at Chamanlal and KRBL (aware about CG issues)
Just going slow and reading more companies in detail. I can stay invested only if I have enough confidence in my holdings and feel confident about it.
TCPL Packaging Ltd. — Statistical Facts & Figures — Views Invited (13-01-2024)
Third rotogravure press will be in commercial production by Jan-2024. With the new capacity kicking in from the fourth quarter of 2023-24, TCPL flexible packaging division expects to record solid topline growth in 2024-25.
Investing Basics – Feel free to ask the most basic questions (13-01-2024)
Does anyone invest in US equity or mutual funds? I am in US and struggling to invest in US stocks due to below reasons.
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It is hard to find companies apart from FAANG stocks and some other stocks like Costco etc? How do we find good mid and small cap companies in US? Since most of us are born in India and know most of the companies since we have consumed their product. Atleast I am facing this challenge.
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Any mutual funds which can give 15% type of return in US
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Is there any small case concept in US? I couldn’t find similar concept here
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Are there any good forum like our favorite value pickr for US stocks as well?
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Any good investors to follow for US equities?
Any pointers for US equities will be appreciated
Gokaldas exports — cup and handle/rising channel (13-01-2024)
anyone tracking this company closely? Are there any latest updates from concall?
Rural Elect Corp (13-01-2024)
One of the advantage with IREDA was financing small (rooftop) solar installations. With REC leading National Rooftop rural scheme, REC would be in much better position as compared IREDA as REC will be financing all types of Big & Small Renewable & non Renewable projects + Infra projects too.
This will open a very big market for REC and have the opportunity to grow many folds over next 5 years. I hope this help REC with PE expansion and 2-3x profit growth over next 5-7 years.
I am very hopeful of REC touching 1800-2000 over next 5 – 7 years.
Disclaimer – Invested in REC from double digit levels.
Usha Martin- Coming out of Chaos (13-01-2024)
anyone closely tracking this company? Is it overvalued?