So margins mean reversion + destocking in future could be the triggers for growth.
Posts tagged Value Pickr
Spotting a Reverse merger – Shell(Holding company ) Merging with healthy profitable private company (05-11-2023)
We have seen recent examples of Waree (Sangam ) – Jupiter wagon – Westlife .
My question what changes or action do we see by listed entity before reverse merger one of them being disclosing consolidated result of unlisted and other being CEO of private being appointed for the Shell
Aarti Industries – Integrated Diversified Player on Benzene Derivatives (05-11-2023)
Extremely high depreciation due to capex and finance cost.
While calculating Cfo:- both Depreciation and finance cost get waxed back.
If there is a good amount of difference between cfo and pat (120-130%+). It also points to operating leverage being present in the business…
Given chem cos are going through a hard time- only in better times the gross block can be utilised.
Disclaimer:- no holdings. Tracking like a hawk.
Aarti Industries – Integrated Diversified Player on Benzene Derivatives (05-11-2023)
The PAT/CFO conversion for Aarti Industries. (FY19-23) as per screener data, comes to around 130%. What would be the reason for this? Also post the demergers will this sustain going forward?
Varanium Cloud SME, the next Brightcomm Group? (05-11-2023)
Really shoked to see why this stock is even considered as investment grade, promotor is shameless, everyday they are busy posting bullshit on BSE, how they will get time to work? Only interested in keeping stock price up. Dont know how long it will take for this cloud to burst?
Arvind Fashion : Value Unlock or Trap (05-11-2023)
Business with huge potential and having revenue of 337 crore sold at 100 crore only!! cant digest
Varanium Cloud SME, the next Brightcomm Group? (05-11-2023)
Thank you for this wonderful insight . I was about to invest in this company !
I am invested in BCG . It seems that its financial are cooked up , but they yet have some underlying business in a wonderful industry (which can grow leaps and bounds). Even if the profits are 50% of what is being posted in financial it is good to be invested in BCG at this point and 2 times the valuation of what it is today
Screener.in: The destination for Intelligent Screening & Reporting in India (05-11-2023)
Hi @avneesh
The Sep 2023 results of the company is updated: Network People Services Technologies Ltd financial results and price chart – Screener
Kindly have a look at it and let us know if you need any help.
Screener.in: The destination for Intelligent Screening & Reporting in India (05-11-2023)
Hi @Surender Thanks for pointing it out. I have shared the same with our data team for updation.
Red Tape Ltd. – The next fashion giant? (05-11-2023)
I feel the shoe quality is not that great. I bought a Puma shoe for 1400 and a Red tape one for 1200.
I wear them on alternate days. After about 8 months Red tape one has already started showing the signs of wear and tear while the other one is still going strong.
Any experience of the other members with the product quality?