oh ok, Viswanath I could find out the reason for 1). but for 2, I would wait for your help in answering.
Posts tagged Value Pickr
Banco Products (26-12-2023)
Banco has become almost 10X since that price!
I frankly did not anticipate this big a rise, otherwise would have invested more 
Current OPMs at 18% is 50% higher than the 10 year average; not sure if this is sustainable plus the inventory levels being high are reasons i did some partial profit booking
Landmark Cars – Listed premium Car dealership in India (26-12-2023)
Seems oil work and filter changes, similar to an ICE; guessing engine oil kind of stuff is getting eliminated. Even I dont understand these things in detail, so just making an intelligent guess
Smallcap momentum portfolio (26-12-2023)
Hello Vishal, you’ve done quite a work.
I checked the excel you’ve shared. (pls pardon me for my ignorance)
- against some stocks the stock prices are showing as error. Can you please let me know why it is so?
- how manytimes NIFTY250 index rabalances and how do you change the universe you’re tracking when that happens.
Landmark Cars – Listed premium Car dealership in India (26-12-2023)
I have attached my invoice from one of the service sessions. I am not good with cars. Please read it and share what is your inference with all us. Thank you.
Frontier Springs – has departed, whats the next destination? (26-12-2023)
To understand the management plan to execute the growth of 50% to 60% higher compared to previuos year and almost doubling the revenue in next year up to Rs200 cr and 5 times revenue by FY 2027, one has to listen the concall land the Question and answers session.
The management sounds confident.
Landmark Cars – Listed premium Car dealership in India (26-12-2023)
if you can explain, what is the servicing for? ie. is it consumables refill/replacement or oils or something else, trying to get a sense on what is the work being done and therefore the margins that the service guys can make
E2E Networks Ltd – Listed small Cloud computing player (26-12-2023)
To that point, I have seen them get quite active in the last 6 months. I have an account with them and get regular invites to webinars and articles. All communications aligned with AI. I had written it as a suggestion on this forum to get in touch with deva as eventually it is dev/architects who make platform suggestions to business teams. It seems either we are thinking alike or the company reads and values this discussion. Happy with either!
Wouldn’t be surprised if in some time we get an articles with “meet the indian aws” kind of titles.
Holding on for dear life!
Krishana Phoschem ltd – Agro – Based Multibagger? (26-12-2023)
Krishana Phoschem ltd (KPL ) is little bit less valued than it’s sibling Madhya Bharat Agro Products Ltd ( MBAPL ) even though Both now has the same product profile, Capacity and sales numbers. Any alternate views are welcomed.
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| Madhya Bharat Agro Products Ltd | Krishana Phoschem Ltd | |
|---|---|---|
| Sep 2023 | Sep 2023 | |
| MCAP | 2643 Cr | 1526 Cr |
| Share Price | 302 Rs | 252 Rs |
| Total Shares | 87524752 | 61040000 |
| Madhya Bharat Agro Products Ltd | Krishana Phoschem Ltd | |
|---|---|---|
| Revenue | 278 ( In crores ) | 265 ( In crores ) |
| Profit Margin | 15% | 18% |
| Profit | 40 | 47 |
| Debt | 287 | 439 |
| Interest | 8 | 10 |
| Depreciation | 7 | 8 |
| Profit before tax | 26 | 28 |
| Tax | 42% ( Not sure why tax higher here) | 32% |
| EPS | 1.70 Rs | 3.25 Rs |
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This is production capacity difference of product profile between KPL and MBAPL. In this SSP, NPK/DPA is significantly different and MBAPL has one more product profile Organic fertiliser. Also NPK/DPA production utilisation is Just 33% for KPL. There is a room for growth there.
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Disclosure : Invested
Bajaj Finance Limited (26-12-2023)
After QIP as number of shares will increase, it will affect the EPS, so there will be any correction in stock price due to this ??