Please refer the presentations. They have highlighted all the projects…including oberai and raymond and few godrej
Posts tagged Value Pickr
Dollar Industries ltd – Fit Hai Boss (30-12-2023)
@Pradyumna_Choudhary what are your calculations to conclude this is inexpensive at current valuations?
Ami Organics – Pharma Intermediates & Specialty Chemicals (30-12-2023)
Lots of happening in Ami Organics in last 2 week.
Known of promoter – Chovatiya family sold large chunk in block deal (However Mr. Patel denied in his previous interview that Chovatiya family is going to sell further stack). Good thing is Good institutions bought it. Stock fell on that day bcoz of large deal goes with discount to LMP.
Interestingly on the same day company files circular that they did MOU with GOG for manufacturer of Electrolytes with global company however I wasn’t able to gauge company name of that Global company. So I highly doubt, this circular was coined on that particular day to just support the price after block deal.
Interestingly another promoter bought 0.2% stack from open market 2 days before.
Bodal Chemical Ltd (30-12-2023)
Source: https://www.bseindia.com/xml-data/corpfiling/AttachLive/11c9ab50-5534-49b0-a134-04d15df224cd.pdf
New Projects of Specialty Benzene downstream products having capacity of 63,000 MTPA at Village
Saykha, Near Dahej, Gujarat. ( Company did 400 Cr capex for this Green field plant )
Company Expect 320 cr Revenue with EBITDA MARGIN 12 – 15%
Disclosure: Not invested
Dollar Industries ltd – Fit Hai Boss (30-12-2023)
(post deleted by author)
Capacit’e Infraprojects (30-12-2023)
Their order book says Majority is
1.Public Order book
2. High Rise Buildings.
Can someone give an example of Public High Rise Projects?
Are they all Mhada projects?
Shree Pacetronix ltd (30-12-2023)
A microcap with just 75cr of Market Cap and promotes itself as Asia’s only Pacemaker is a stock that i find very interesting. I saw one of Mr. Atul Sethi’s (CEO) interview and learnt that they are one of the cheapest manufacturers of cardiac pacemakers. With the PLI scheme and Make in India the thesis is that Shree Pacetronix will capture some market share from its Global competitors.
I tried reaching out to the company but to no avail. I am also not a an expert at reading Financial statements. However the cash from operation seems low compared to EBITDA. Also the receivables are high. However the main reason for starting this thread is to know if anyone has tried analysing this company or sector?
City Union Bank (CUB) ~ Conservative Lending Franchise (30-12-2023)
RBI approves ICICI Prudential AMC to acquire upto 9.95% in CUB.
Currently ICICI Pru AMC holds 2.27% of the bank
Tega Industry – unheard story (30-12-2023)
@Chandragupta Hey, I just wanted to quickly draw your attention to this company (pick and shovel for mining); similar strategy like RHI Magnesita for steel (both are industry leader as well). Let me know your thoughts here.