Sir i refrain from making any further assumptions,
Im sticking for process.
So if there’s anything about business, I’ll be glad to discuss
But predicting so many numbers is just shooting no.s in dark.
Its more of gamble to discuss 50 number
Thanks
Posts tagged Value Pickr
Mann’s Portfolio (14-11-2023)
SmallCap Hunter : Trying to find the dark horses with triggers (14-11-2023)
Yeah Bharat Bijlee is in Transformer and rectifier manufacturing. This is a Highly cyclical industry and material cost is a big part of the overall Sales. Even though PE looks attractive there are so many players with similar cost structure. There is no Entry Barriers and any small change in Copper LME / Steel Prices can affect the Bottom Line, as generally there is no Pass through clause in most contracts.
Sahil’s Portfolio (14-11-2023)
Hi…pls check my portfolio
Geekay Wires Ltd (14-11-2023)
in the last 4 Quarters*
Manappuram Finance (14-11-2023)
Conference call q2
IDFC First Bank Limited (14-11-2023)
IDFC, IDFC Financial Gets Nod For Merger With IDFC First Bank From BSE, NSE, Pension Regulator
Now what are the other approvals are awaiting?
Beta Drugs Limited (14-11-2023)
Concall commentary looks very optimistic
Pharma compliance issues (14-11-2023)
Nothing to do with Dr Reddy’s company, you may want to delete the post.
Krsnaa Diagnostics – what is the diagnosis? (14-11-2023)
Interacted with an employee at Dharamsala Zonal Hosp…
customer engagement per day has doubled over one year
Avg billing is INR 2000 per customer
The setup looked professional…
Dixon Technologies (14-11-2023)
What investors look at are future returns, in Dixon’s case why the prices fell 40-50% from its high was because of the miss in the guidance provided by Dixon management. As there was delays and order deferring from few customers Dixon could not achieve revenue targets of the 18000 Cr which was highlighted by their management.
Now as few more customers which have been added like Xiaomi, Jio, Samsung in mobile segment there is visibility into the near future and the mobile segment may grew at faster pace and that’s why it started reflecting in its price.
Coming to the future projections if Dixon is not able to meet the investors expectations of high revenue growth from Mobile and Laptop segments which are high growth segments then it’s price will be punished again.