Promoter of happiest mind is very old , A trust founded will work as his successor.
Posts tagged Value Pickr
Saksoft Ltd – Value buy in an exploding mobile and tablet market (25-11-2023)
Promoter of happiest mind is very old , A trust founded will work as his successor.
Hyderabad Investors Forum (25-11-2023)
Hey all!
I’m moving to Hyderabad next month, looking to connect with fellow investor here! Is this group active? If not, let’s revive it!! Everyone reading this and in Hyd please drop a like I’ll DM you
Tata Technologies (25-11-2023)
Revenue depends majorly on Auto segment which is cyclical. Hence the company’s earnings seem cyclical. Which is evident from the FY’15-FY21 flat earnings profile. So not being diversified well to counter the cyclicality aspect, I don’t think valuation wise it can be compared with the peers like Tata Elxsi & LTTS. Hence the valuation that its IPO demands i.e. the PE of 35 (approx) based on FY’23 earnings, seems to be overvalued.
Although KPIT seems comparable to Tata Tech on the ground of auto being major contributer, valuation wise KPIT is currently sky high. So I feel its better not to catch absurdity.
Amrita’s portfolio (25-11-2023)
I am holding Deepak Nitrate, bought at sub 700 level. Alkyl Amines never touched as it’s always has been a hyped and overvalued stock.
Electrosteel Casting – Ductile Pipe King (25-11-2023)
Totally agree!! I stumbled upon this stock in 2021/22 as it popped up in one of my screeners. Invested in it as valuation looked cheaper and this year, it has ballooned up so nicely. Total XIRR on this one is north of 70%. Any idea if this rally will continue or we are near the end of it? Technical charts are still positive though but fundamentals have really dried up in my view.
Amrita’s portfolio (25-11-2023)
I feel Alkyl amines is a good proxy to pharma , agro industries, for providing amines etc. Business is good. But i bought at exorbitant valuations…and hence losses.
Amrita’s portfolio (25-11-2023)
I hold and will continue to hold Deepak Nitrite.
Not so sure on.other chemical companies.
What is your take on Alkyl amines
Apcotex Industries – monopoly in Synthetic Rubber? (25-11-2023)
Hi, Praveen. Thanks a lot that does help.
I had another questions, if the price of end product variable? Wouldn’t Apcotex be selling a product that has a fixed value?