Bharat bijlee in attractive valuation
Posts tagged Value Pickr
Titan Company Ltd : a three decade old company (21-11-2023)
One point i didnot get…1 lakh company means what? They are already 3 lakh market cap…and if it meant sales, they are already near 50,000 cr sales, so in 5 years ,just doubling the sales??? I m confused.
Phantom Digital Effects Limited (21-11-2023)
https://ccreservations.com/recordings/select_recordings.php
Recording Id : CVE0220231121150430
Thanks Krishna Bahirwani for posting this on Twitter.
https://twitter.com/BahirwaniKrish/status/1726911342383452661?t=3QwMYxiFqbEoBgSvWNT-6A&s=19
Felt there were no clear answers given on the situation in Ayalaan. 23 Cr is recorded as receivables, investments in the project are also 23 Cr. No clear benefit mentioned for co-producing it, I’d rather say the ans left me confused.
Also, one participant asked the question on how the QIP money would be used, felt that the answer was not satisfactory. Same story of automation and reducing the man hours was repeated.
Since there is always some reading between the lines and backstory to answers, appreciate if someone would explain the 2 points clearly. Thanks
Havells India Ltd (21-11-2023)
Good writeup of comparison between #Havells and #Polycab
Portfolio of a novice investor (21-11-2023)
Exactly one month ago, I started managing my investments on Trendlyne. I have 3 demat accounts (2 mine and my wife’s 1). Two of my old demat accounts are with Sharekhan and one with Zerodha which I opened during COVID time. It was getting quite difficult to manage and track the performance, so I imported all my portfolio on Trendlyne.
Today got pleasantly surprised that in one month, my holdings have given better returns than the index. Hopefully this form continues. Here is the snapshot:
Dreamfolks services limited( DFS) (21-11-2023)
Addition of the company to MSCI index was decided on 10th August. Since then the stock price is still the same, so it is not due to that.
I see it as highly negative news, since there are going to be outflows from December 1 onwards.
Disclaimer: Invested, due to FOMO of growth in Airport lounges/Credit cards/Premium Services
Do the Debt Free Run Fast? (21-11-2023)
I actually posted some bits of my investment journey here :
Never paid focus and attention to my investments till now. It was just a sideline activity. But now seriously looking into it and have done a lot of changes into it. Hopefully, will have some good returns over next few years.
CPS Shapers – SME IPO (Dermawear) (21-11-2023)
Hi, As per the DRHP, the company has two private limited companies under which the promoters seem to have control over and who apparently seem to be in the same line of business and have common directors- Dayal Hosiery Pvt.Ltd and CP&S Orthotics. Please refer to page 20 of the DRHP.
Zen technologies – A micro cap in the defense space! (21-11-2023)
Another Export Order worth 48 Crore, this time for Training Simulators:
Do the Debt Free Run Fast? (21-11-2023)
So, as you have already researched many of them, why not benefit us with some insights?