The Q2 24 numbers are lower than corresponding quarter. The stock has also corrected substantially. In the past the management had indicated aggressive growth plans and geogriphic expansion. However, the same is not reflected in the numbers this year
Posts tagged Value Pickr
Techno electric engg ltd (10-11-2023)
Very strong numbers from Techno Electeic
Finally Management is walking the talk…
Revenue at 486 Cr Vs 185 Cr YoY
Profit at 72 Cr Vs 36 Cr
EPS of 6.63
Margins around 15%
Concall on 16th November – Important thing to watchout for is their ordebook guidence.
Disc: Invested, added more recently. One of my top holding in portfolio
Phantom Digital Effects Limited (10-11-2023)
They have not given QOQ result. They have given half yearly result. QOQ there is 30% drop. I don’t know if they have deliberately compared half year results or thats the format they follow.
Burger King ~ Whopper of an Opportunity (10-11-2023)
On the promoter selling – Ashish ji, the way I prefer to see it is that the stake sale overhang will no longer be a factor in limiting the upside if the numbers remain on track. Also for a company that is now a ‘mid-sized’ Smallcap (5000cr+) there is now a solid institutional holding.
And on the scuttlebutt – Thank you, my work outside of investing (Poultry industry) is helpful for a few companies like RBA 
Phantom Digital Effects Limited (10-11-2023)
Thanks, why stock has fallen over 8% post results despite strong EPS growth?
HDFC Bank- we understand your world (10-11-2023)
Couple of points because to which HDFC is not apples to apples with Citi and likes:
- Citi is pretty much a global financial institution unlike HDFC. It is exposed to multiple country specific risks. In bad times, Citi is more vulnerable I feel.
- Citi also would have more risky operations (which we saw during GFC what these FIs are involved in), which HDFC is generally not involved.
- Citi also would have investment banking operations which HDFC is not involved in.
So while due to the size HDFC will get compared to the global giants, however I feel there are significant differences in businesses and hence valuations should be different.
Having said the above, I feel we should not be anchored to the historical valuations of HDFC Bank and expect that there will be mean reversion. Going forward the average valuations could reduce.
Disc: invested
Phantom Digital Effects Limited (10-11-2023)
Phantom Awesome Results
PHANTOMFX_10112023140711_PDELQ2BMOutcome2023F.PDF (2.5 MB)
Over 20% growth Q-o-Q
Mrs Bectors Food Specialities: Can it beat the industry? (10-11-2023)
Mrs Bector foods Q2FY24 numbers-
Revenue +10.8% QoQ/ 19.3% YoY
EBITDA +11.6% QoQ/ 45.5% YoY
EBITDA margins 15.6% vs 15.5% QoQ & 15.6% vs 12.8% YoY.
PAT +7% QoQ/ +70% YoY.
Segment growth-
Biscuits +25% YoY stands at 259cr
Bakery +12% YoY stands at 140cr
HBL POWER SYSTEMS: Booting-up for the Race of the Century (10-11-2023)
MOA amended to include production of night vision devices, thermal imaging products etc.
Tonbo Imaging – where HBL is already invested – could production of some of Tonbo’s products be done from HBL going forward?
Thanks,
Souvik
Disc: Invested