Opened new store in Mumbai , luxury grocery shop like harrods in london i feel they are betting on nature basket to make them profitable
Posts tagged Value Pickr
Rain Industries – An oversold de-leveraging play (25-11-2023)
https://caqm.nic.in/WriteReadData/LINKS/Notice%20Pet%20Coke35842cca-6285-4d5a-ba50-f722691f24ad.pdf
CAQM notice for application till 21-11-2023
If any extra allocation these guys get, stock may show strength.
Portfolio of a novice investor (25-11-2023)
We all use Screener.in to select our favorite stocks. It’s such a fantastic tool. Over the years, I have used many screener queries to filter out the stocks that I wanted to invest in but none of these come close to this query which absolutely suits the criteria which I normally look into for any stock for investment purposes.
Majority of the time, I pick the stocks from this universe which I call Good Universe, then do extensive fundamental analysis on my excel based model and finally analyze the technical charts to see if any price momentum exists to make up my mind for investing.
Here is the list of all stocks which are qualified based on my screener:
Avanti Feeds (25-11-2023)
Hi Harsh,
Among Avanti and Apex Frozen which should benefit most with revival in sector?
Thanks
Indiabulls Housing – A compounder from here? (25-11-2023)
My view is that the personnel are liquidating the shares for creating cash which they can further use for subscribing to ESOP at more attractive prices. Same thing which happened with Gagan selling few weeks back.
I remain optimistic on the long term story and gap between BV and MP has to close if all other things remain same on macro level and if AUM start growing as per Gagan’s projections in concalls.
Views are biased as I am invested for long term story.
Axita Cotton – is it a Hidden Gem? (25-11-2023)
There seems to be some discrepancy in data between the screener and Moneycontrol.
This data makes it even more attractive.
Just as an aside, what is wrong with Raymond? Raymond’s PE is really low.
Axita Cotton – is it a Hidden Gem? (25-11-2023)
Hi,
I also found this as interesting but after 27-Apr-2023 stock price came down do not why.
ROCE and ROE of this company is very good as well as debt is very less.
CCC is also good of this company.
One big red flag which I can see is credit rating agency.
Laurus Labs – Can Business Transform to Next Level? (25-11-2023)
Laurus has come out with a detailed investor presentation. FY25 seems to be the year when they will probably reap the harvest!
Link to presentation – here
Amara Raja Energy & Mobility Limited: Powering Ahead (25-11-2023)
That’s right !!! This is AMARA Transformational journey!! From FY25 onwards, many developments will be reflected in both Topline and bottomline 
Semiconductor world – CPU/GPU Wars (25-11-2023)
This throws some light on the recent history of the company:
No prior experience in the products they are currently in; parent company’s financial health is also a concern.
Company started earning revenues only from 2021, and not cooperating with credit rating agencies (a major red flag for me)
https://www.crisilratings.com/mnt/winshare/Ratings/RatingList/RatingDocs/PolymatechElectronicsPrivateLimited_March%2030,%202023_RR_316143.html