Competitor with joint venture emerge as lowest bidder, please read carefully.L1 bidder is Dineshchandra R Agrawal Infracon – Delhi Metro Rail Corporation (DRA – DMRC JV).
Posts tagged Value Pickr
Sahil’s Portfolio (04-11-2023)
Hi Sahil
A lot of appreciation for your approach and your intention to share.
The way you have been identifying winners, the only question i have for you is if you have thought seriously about starting Research services.
I remember you conducted a survey ( on twitter ) if people would pay for / accept your research advice ( or something similar). Can you share the results of that survey and your views.
Thanks
PSP Projects – Construction Company (04-11-2023)
It’s not the lowest, it’s L5 .
PSP Projects – Construction Company (04-11-2023)
In last concall of Q1 of PSP Projects, Management told about Ahmedabad Kalupur Railway station redevelopment project in which PSP Projects were going to bid in around September, but I came across the news that “another competitor with joint venture” emerge as lowest bidder in that project and value of this project is above 2000 crore.
Link is given below about news :
Sahil’s Portfolio (04-11-2023)
Hi @sahil_vi. What has been your xirr this FY and last FY?
Jupiter Wagons Ltd (previously CEBBCO) (04-11-2023)
While the numbers for Q2 have been quite good, I think market is still waiting for the clarity on QIP as the same is expected to be at lower than current level. I would wait for clarity on this front to re-enter
Fine Organics – Niche Player in Specialty Chemical (04-11-2023)
Hello, any insights on the falling revenue and profits for the past 2-3 quarters ?
I believe there has not been a concall recently.
Sahil’s Portfolio (04-11-2023)
Hey Sahil, would you be willing to share when was the first time these companies came into your radar? Lets say NPST for example , I just want understand how this company looked like at that time to understand a filtering process. Thanks
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (04-11-2023)
Here’s the yoy comparison of paper companies:
Company’s EBITDA declined by just 7% compared much higher fall in peer companies and the fall is mainly due to fall in revenue, let’s hear what management has to say on this on conference call.
Interestingly, while margins of all other company compressed, it actually increased for Satia.
Dreamfolks services limited( DFS) (04-11-2023)
Icici sapphiro requires only 5k per quarter spend to get loung access. This is a lifetime free card. I don’t think banks ever broke even or thought in that direction with regards to the expenses towards lounges. And I don’t think they would be applying limits like 1 lakh per lounge access