Patiently waiting for listing taking too long:sob:
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Posts tagged Value Pickr
Jasch Industries Ltd – value unlocking possible? (03-01-2024)
Investing Basics – Feel free to ask the most basic questions (03-01-2024)
In Block deal why a company sell/buy Qty,name etc are same.
What does it mean ? Is same company selling and again buying or what?
please guide.
India’s emerging Drone Industries: Companies those are leading in setting up Drone Manufacturing plants in India (03-01-2024)
In 2023, India’s commercial drone industry didn’t just grow; it soared, nearly doubling its fleet with registrations rocketing from 4,972 to 9,842 on the DGCA’s DigitalSky platform — an astonishing 98% increase.
Senco Gold: Upcoming gold story! (03-01-2024)
(post deleted by author)
Portfolio Analysis (03-01-2024)
Hi everyone,
Im pleased to be in this community. Have heard a lot about this group. Would love for some of you to audit one of my portfolios.
Hopefully it’ll give some people investment ideas and give me precaution and exit strategy.
Common Man’s Portfolio (03-01-2024)
MIT and Micro straregies fund a scheme of old bridge are managed by same fund manager
Senco Gold: Upcoming gold story! (03-01-2024)
Senco Gold – 03.01.2024 – Interview Notes:
• Q3 first half has seen good growth; Dec onwards demand tapered due to higher gold prices
• 20-25% growth seen in Q3FY24
• Increase in Gold Prices is keeping the demand in check but consumers are happy to see the value of existing jewellery going up
• Growth in Diamond Jewellery – 14C, 18C products is showing good demand
• Profits improving due to premiumization
• 18-20% growth guidance held for the year; Q4 may not be as good due to seasonality
• Diamond share is at 12% of the whole revenues – targeting 15%+ in coming years
• H1 – 33% Diamond, 11.4% Gold
• 80% of the inventory remains hedged (making charges is where they earn their margins)
• Trying to balance b/w growth and margins via diamond growth and discounts / offers
• Stores: 153 stores (4-5 stores in Q3FY24 and 3 stores to be opened in Q4FY24; 18-20 stores opened in FY24) – 60-70% Company-owned, Rest is franchise owned
• SSSG at 19%
• 1-1.5% market share at a national level; much better at a regional level
• Online: Lighter jewellery doing well as customers are getting comfortable; Heavier jewellery remains more retail stores based
• Lead generation and digital led retail sales is what one needs to look at
Disc: Invested
Link to the interview: https://youtu.be/AXw-dTO9V64?si=8T6HkrieRb9YbM61
Patels airtemp limited (03-01-2024)
True, but looking them on a quarterly basis is something I wouldn’t do as their execution to delivery depends on the current order cycle which largely varies. Looking them on a 6 monthly to yearly basis is good to know the real picture.
Cigniti Technologies – Global Leader in Software Testing (03-01-2024)
have tracking position in loss, I am confused
Amit Jain’s Portfolio (03-01-2024)
Portfolio Update:-
Added Canara Bank – 5% of Allocation.
CANARA Bank currently trades at approximately 1.04 times its Book Value, notably below the mean P/B ratio of around 1.4. Additionally, it maintains a Price to Earnings ratio of 6. The bank offers a dividend yield of 2%. Corporate loans represent 43% of its total loan portfolio, with agriculture accounting for 23%, followed by retail at 17% and MSM. Within retail, housing loans constitute 55%, trailed by personal loans at 22%, vehicle loans at 12%, and education loans at 11%. Noteworthy improvements include a declining trend in NPAs and an upward trajectory in profitability, attributed to an increase in Other Income.
