maybe if the court gives a clean chit, the ban could be overturned by moRTH? could that be a possibility?
Posts tagged Value Pickr
HLE Glascoat – (Valuation gap with GMM Pfaudler)? (21-10-2024)
It’s just that the end-user industries are facing a tremendous slowdown. Although the pharma and spec-chem industries have shown signs of improvement, their Capex plans have turned slow–which is affecting the orderbook of GMM & HLE. The input costs, and valuation aren’t that bad, they seem elevated because of the bad results.
The silver lining for HLE is the acquisition of Kinam Engineering, heat exchangers are in a huge up-cycle, if they’re able to improvise on that demand surge, and if the pharma and chem demand picks up, there shall be greenery 
PNC Infratech Ltd (21-10-2024)
Sadly, yes. 10 lakhs worth of a bribe, and its gonna cost the company, and its investors crores. But, the silver lining of this whole thing is they can still bid in state orders, and win those at the cost of lower margins. The NHAI/MORTH ordering is quite slow anyway. The only way out of this is to diversify.
Shaily Engineering Plastic (21-10-2024)
This may also have to do with the supply not able to meet the demand for weight loss drugs offered by Novo Nordisk in the USA and there was shortage of Ozempic, Wegovy, Mounjaro and Zepbound there.
The FDA site link with updated status is below
Zomato – Should you order? (21-10-2024)
Interesting note for understanding the Qcommerce model.
Srivari Spices and Foods Limited (21-10-2024)
Any news huge selling happening?
KDDL (Ethos Watches) – Scalable business model at an inflection point? (21-10-2024)
Hi All,
I was checking out KDDL and was slightly confused on the valuation mismatch I saw on Screener. I wanted to understand if I am doing something incorrect.
So, basically, here are the screenshots from screener that I have used for calculations:
As per the MCap/Net Profit formula. the P/E comes out to be 3554/133 = 26.72. However, when looked at from Share Price/EPS, it comes out to be 2835/75.10 = 37.74! Why is there a discrepancy? Am I missing something? Are there any one time entities in PAT which is influencing this?
Wockhardt – A story with twist and turn (21-10-2024)
New investor presentation released
4621e1ef-09ad-4f6c-aff3-b3eff866e4e1.pdf (3.9 MB)
KDDL (Ethos Watches) – Scalable business model at an inflection point? (21-10-2024)
It may have a temporary impact for a quarter or two. But just like increase in Capital gains taxes, market/customer get used to it after some time. Also people buying luxury watches above Rs 1 Lakh would be hardly worried when the watch cost 10K more than last month
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (21-10-2024)
Can SEBI force a CEO out ?
Update on SEBI letter regarding CEO’s fit and proper criteria.
the NFRA order details are covered here