Good summary, thank you. I am a bit concerned about the over dependence on china/ revenue from China due to economic and geopolitical risk. Although company is stating that this will come down, there is not a meaningful change yet. What do you think about this risk?
Posts tagged Value Pickr
Investing Basics – Feel free to ask the most basic questions (04-01-2024)
The dividend is an ineffective way to pay back cash in India as the tax on dividends is neither favourable for the company nor for the shareholders
It it right
Skipper Ltd., (Power and Water) a moat in making? (04-01-2024)
”dilute if needed” —- can you elaborate, what do you mean?
Pricol limited – OEM automotive (04-01-2024)
I also feel that it is now in the high valuation zone and all the future growth prospects (3700 cr guidance in 3 years) is already factored in. The last quarter results were a little on the disappointing side. Tracking it closely. I feel if the results in the next quarter are also a little muted, then this could come in the buy zone. Overall I still trust the management to execute as auto is currently having a lot of tail winds.
PS: Invested from sub 200 levels and biased
Motherson sumi : Recent opportunity to buy (04-01-2024)
Has been an overhang on the stock price for sometime.
HDFC Asset Management Company (04-01-2024)
5 year graph since IPO and my purchase points of HDFC AMC, marked in red.
I’m almost perfect value picker 
. I didn’t buy between Jan21 and sept 21 when the price was high above 3000 levels. Thereafter, it reduced drastically, almost halved till 1700. At that point, i purchased further around ~1900 levels. Share price is again ~3300 today.
Raymond – The Complete Man (04-01-2024)
Realty business going strong!
KEI Industries Ltd – A consistent performer over the last decade (04-01-2024)
KEI was trading at 22x FY25 P/E in May 23, now trading at 40x 1 yr forward, though multiple rerating back then was warranted for its consistency and industry tailwinds, i find limited upside to multiples now. Plus post elections there might be some hickups in demand. Only positive being booming exports for the sector
Omfurn India Ltd (04-01-2024)
The last two quarter sales combined itself is 90.72cr and it is valued at 63cr which is undervalued.
Investing Basics – Feel free to ask the most basic questions (04-01-2024)
In light that freight rates for Europe to Asia is rising, which commodities/item’s price would get affected due to this?