CCL Products, growth guidance of 18% – 20%
Posts tagged Value Pickr
Aavas Financiers :: Banking on the unbanked (19-12-2023)
Then, one should invest, because most stocks go up after Marcellus dumps 
Disclosure: this is a joke, not investment advice. Not invested in Aavas, Invested in Aptus (15% of portfolio).
Devyani International : Can it be a repeat of Jubilant Foodworks? (19-12-2023)
Devyani will hold only 51 % in RD via a complicated structure, with remaining 49 % being held by Temasek. RD operates 274 KFC stores across Thailand, out of more than 1000 KFC stores there. So there are other KFC franchisees too – namely Central Restaurant Group (CRG) and QSR of Asia (QSA). The acquisition appears quite cheap, perhaps because RD has consistently made losses. So the challenge will be to turn around the business into a profitable one. Burger King went nowhere with their Indonesia acquisition and Jubilant Foods with DP Eurasia. In the short term, even with a 51 % stake, this will add considerably to Devyani’s topline but will hit profitability at a consolidated level.
Pricol limited – OEM automotive (19-12-2023)
Looks like Pricol shares are being picked up by marquee FII investors – first it was Goldman Sachs and now Franklin Templeton…its clearly a big thumps up for the company
Beta Drugs Limited (19-12-2023)
They are in SME category and hence there is minimum purchase size
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (19-12-2023)
Question for those who are holding.
Is there a path to 10x EPS in the next 5 years? What are the general expectations here?
Market size is limitless, but distribution & advertising will be critical.
Keenly interested in the company, wish to learn more.
Beta Drugs Limited (19-12-2023)
I am new investor. Can you tell me, why there is a Minimum 100 unit order qty?