As expected flat sales with lower margins… margins will be under pressure and go down to 10 to 12%. Competition is very high in this business…
Posts tagged Value Pickr
Titan Intech Limited: Empowering Data Center Infrastructure (Turnaround story?) (29-07-2024)
I guess what Akash is trying to highlight is that the promoter is just trying to run up the share price and make gains using all the hot words in today’s market, with nothing substantial under the hood. Correct me if I am wrong @akash_das
Further, simply saying “Serial Entrepreneur” highlights lack of tangible achievements, and issuing warrants is again a red flag that promoter is engaged in making money in capital markets by simply playing with the tools
Diamines and Chemicals Ltd – Navigating for a long-term growth (29-07-2024)
its given to subsidiary - check consolidated statements
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (29-07-2024)
Company announces QIP for 150 Cr, will be interesting to note the incoming investors and use of the QIP proceeds.
https://nsearchives.nseindia.com/corporate/ANNAPURNA_27072024135731_ASL_intimation.pdf
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (29-07-2024)
Couple of interesting developments over the weekend:
- Full repayment of the NCD’s : https://www.bseindia.com/xml-data/corpfiling/AttachHis/9d2a9fc5-e858-428c-b356-4496e5f0261a.pdf
- Promoter pledge release process initiated subsequent to above: https://www.bseindia.com/xml-data/corpfiling/AttachLive/d76e3744-a541-4fa3-8831-2f5face2d4cb.pdf
With the above, at least the overhang of high promoter pledge/ balance sheet cleanup issues will be sorted. The only missing aspect is the revenue/ebitda growth , if the company delivers, might be rerated soon. Q1 results will set the baseline for Fy25 , historically the last couple of years has been sub 70 Cr, lets see what they deliver.
Aavas Financiers :: Banking on the unbanked (29-07-2024)
Link to Concall
Titan Intech Limited: Empowering Data Center Infrastructure (Turnaround story?) (29-07-2024)
Hi akash, thanks for all the insights! Just wondering why does you reply still feel like it carries a sarcastic tone :’) ?? If there’s anything else I am missing on this co please let me know! Thanks again
Ravi’s Portfolio – Log and Review (29-07-2024)
Portfolio was getting consumer heavy so decided to reduce one, so Nestle gone
Since I added Bajaj Finserv - insurance sector is covered, so removed HDFC Life.
United Spirits top position is mainly because of price appreciation. Once it crosses 15%, may trim a bit.
Titan Intech Limited: Empowering Data Center Infrastructure (Turnaround story?) (29-07-2024)
The promoter owns another company PVV Infra Ltd.
https://www.screener.in/company/536659/#chart
They have expertise in doing “MOU” and “issuing warrants”. The promoter is a serial “entrepreneur”.
This company will do “EMS” that includes both “OEM” and “ODM” under the “Make in India” and “Digital India” programs, with a primary focus on “Chip” on Board “mini-LED” backlighting & for the “Railways” and “Defence” sectors in both the Indian and global markets. Don’t forget about “data centre” and “cloud services”.
Best wishes to this company for the future and best of luck for their investors.
Techknowgreen Solutions – Microcap in need of the hour business (29-07-2024)
I did attend the roadshow, There was no presentation but was in Q&A format where the host was asking questions (not sure where those questions came from as I joined bit late) and CEO and CFO were answering those questions. I did not take any notes but they were sounding very positive about the potential of the company. But since it is knowledge based work, their expansion would be function of how quickly they hire right people. Lots of questions about when they can reach 100 Cr revenue