Posts tagged Value Pickr
Pidilite Industry : Fevicol ka Jod (08-11-2023)
(post deleted by author)
Capacit’e Infraprojects (08-11-2023)
Has Capacite infra won any project today?
The stock has risen 6% suddenly anyone have any news?
Burger King ~ Whopper of an Opportunity (08-11-2023)
Strong results on the numbers front once again, record revenue and EBITDA for India, and reasonable revenue growth in Indonesia keeping in mind the closure of underperforming stores. Co remaining on track for number of stores guidance for BK India and Popeye Indonesia is also encouraging.
For BK India – Product line-up boost with a wider chicken menu (Bone-in and Boneless wings, Nuggets), value for money offerings – Whopper promotion and 99 Rupee meal, BK Cafe present in all new stores (with a low base in terms of ADS contribution at the moment) may collectively help margins, ADS and in-store traffic growth
United Spirits Limited (USL) – Diageo India (08-11-2023)
Seems to be decent results at 4.69 EPS.
Returns as a dividend paying company after a long gap of 10 years
“The Board of Directors at their meeting held today have inter alia approved payment of interim dividend of Rs. 4 per equity share (face value of Rs. 2 each) for the financial year ending 31st March 2024”
Usha Martin- Coming out of Chaos (08-11-2023)
thanks sir for key highlights and seems to give more opportunities to add in near future
52 week highs and all time highs strategy (08-11-2023)
MOIL Ltd – CMP 259
Fundamentally, MOIL Ltd is a PSU Mini ratna company and has more than 50% of the total manganese ore reserves In India. Company is cash rich. MOIL has three verticals: Manganese Ore Mining, Ferro Alloy & Electrolytic Manganese Dioxide. MOIL derives 90% of its profits from Manganese Ore Mining. Its major consumers are alloy and streel manufacturers.
Today they have come up with good set of numbers YOY PBT has jumped more than 120% (61.52 vs 27.34 crs). As per the last presentation the company has come up with a growth plan to increase the production gradually from 13.02 in FY 23 lakh tonnes to 35 lakh tonnes by FY 30.
They planning to explore out of leasehold areas and venture into MP, Gujrat, Chhattisgarh, Karnataka, Jharkhand, Andhra Pradesh, Goa, West Bengal and Rajasthan. Recently they have signed an MoU (in form of JV) with GMDC to explore the possibility of manganese ore mining in Gujarat, which has a Resources base of 9.51 million tonnes of manganese ore established.
Technically the chart has formed a rounding bottom in form of a saucer. Its previous high was 286 rs on Oct 17, 2017 and recently the Stock price hit a high of 280 rs on Oct 17, 2023 and is consolidating since a month and the stock price has shown strength today after results. It has to be seen how the stock price behaves once it is able to cross previous high of 286 which it created in 2017. Life time high comes to 295 which was back on 01 Dec 2010 during the IPO(after bonus adjustment.)
Disclosure : Invested as a technofunda bet. (not a recommendation, anyone contemplating investing needs to do their own diligence).
Websol energy system ltd (08-11-2023)
Anyone noticed the updated products portfolio in websol’s website?. I noticed Mono PERC M10 & M12 cells and modules just two days back and surprisingly enquiry tab was there.
Now it is showing like “website under construction”. Have they started production?
Of course, negative Q2 results expected but will they announce any big bang developments along with Q2 numbers?