Suratis, was thinking if anyone would be interested in forming a group and meeting across on a regular basis (once a month?), wherein we pick a company, prepare a presentation and discuss in detail.
Regards,
Shariq
Posts tagged Value Pickr
Surat Equity Group (05-11-2023)
Anant Raj Limited (05-11-2023)
Interview from Macrotech developers.
Two main points:
- Interest rates are picked and intense competition between mortgage providers.
- Real estate cycle is in 3rd year of long 15 year cycle
Provide your views and inputs to understand Anant Raj Limited or real estate cycle in general.
Disclosure: Invested views may be biased
Anant Raj Limited (05-11-2023)
Interview from Macrotech developers.
Two main points:
- Interest rates are picked and intense competition between mortgage providers.
- Real estate cycle is in 3rd year of long 15 year cycle
Provide your views and inputs to understand Anant Raj Limited or real estate cycle in general.
Disclosure: Invested views may be biased
Varanium Cloud SME, the next Brightcomm Group? (05-11-2023)
Hail Hydra
Even if the company has genuine earnings, it needs to answer for the bad corporate governance and all the problems listed above in the forum.
As an SME it is getting away with wrong things, same as Income tax department won’t spend much time going after Samosa seller, SEBI don’t give a damn to this company
Varanium Cloud SME, the next Brightcomm Group? (05-11-2023)
Hail Hydra
Even if the company has genuine earnings, it needs to answer for the bad corporate governance and all the problems listed above in the forum.
As an SME it is getting away with wrong things, same as Income tax department won’t spend much time going after Samosa seller, SEBI don’t give a damn to this company
Dharmaj ready to benefit from high demand for agrochemicals (05-11-2023)
One observation which merit attention on 2Q FY2024 results. Depreciation policy has been changed during quarter which has resulted in lower deprecation for quarter by 94% y-o-y. Given that a large capital work in progress (INR211cr) is going to get capitalised most likely by end of year, not sure what is the real intention behind change in deprecation policy.
Disclosure- Not invested but tracking closely.
Dharmaj ready to benefit from high demand for agrochemicals (05-11-2023)
One observation which merit attention on 2Q FY2024 results. Depreciation policy has been changed during quarter which has resulted in lower deprecation for quarter by 94% y-o-y. Given that a large capital work in progress (INR211cr) is going to get capitalised most likely by end of year, not sure what is the real intention behind change in deprecation policy.
Disclosure- Not invested but tracking closely.
Godfrey Philiips – Safe value stock in a momentum chasing market (05-11-2023)
FY24 Q2 results seems to be subdued with revenue increasing only marginally but quite a hit on the operating margins … @harsh.beria93 would love to hear how you perceive this … Thanks in advance …
Godfrey Philiips – Safe value stock in a momentum chasing market (05-11-2023)
FY24 Q2 results seems to be subdued with revenue increasing only marginally but quite a hit on the operating margins … @harsh.beria93 would love to hear how you perceive this … Thanks in advance …
Krsnaa Diagnostics – what is the diagnosis? (05-11-2023)
For last three quarters there has been only 1 center addition in CT+MRI from 133 to 134.