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Posts tagged Value Pickr

MTAR Technologies – A wager on innovation meeting economies of scale (01-11-2023)

The stock is trading close to the previous high it made in Dec 2021 and nil returns in last 20 months. I believe this price will act as support unless the whole market corrects

Valuation wise the Co is trading at 50-55x P/E (Management guidance of 145-150cr profit, which I believe they’ll revise upwards soon). The management has provided great details in Annual report and combined with the positive commentary shared by the Co in latest quarterly concalls, I believe they can grow at 30-35% Cagr until FY28.
So I belive the Co is fairly valued and can give 25%+ cagr returns for next 4 years (being on the conservative side)
Just wanted to share these few points for the benefit of everyone

Praveen

Disc: No reco. Holding the stock in PF

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NDR Auto Components Ltd (01-11-2023)

Maruti Sales figure for the month of Oct 2023
5609fc29-c7b6-4138-853e-5ff71b719a73.pdf (bseindia.com)

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Investing Basics – Feel free to ask the most basic questions (01-11-2023)

Mold-Tek I am.holding. Its not.comparable to Auto ancillary companies. Mold-tek is diversifying into many sectors, be it Paints, FMCG, now even Pharma…And within each of these sectors, many big companies its working with. So they do have Pricing power. They are not totally helpless like auto ancillary. Correct me , if I am wrong.

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Tata Power Limited (01-11-2023)


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Sona Comstar BLW – Direct EV Play (01-11-2023)

image

I guess, hopefully, there will be an uptick of orders from these OEMs to catch up with production lost during the strike.

Disc – Invested

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Hitesh portfolio (01-11-2023)

Yes, my question does not limit to books, my question was also about developing a perspective, a trading psychology. I should have mentioned this in my query, my bad.

I would like to know if anyone exists who moves along with the market and does not focus too much on macros and micros, and has been successful for decades. I am looking at a lot of content, and while I am coming across many successful traders with varying styles and varying perspectives, so I wanted to know if Hitesh sir has encountered anyone whose works resonated with him, like Lynch did w.r.t investing. I ask because unlike investing, trading styles vary very much, there are more number of ways to skin the cat in trading, than in investing.

There exist some threads which are helpful in creating a trading psychology.

And I personally believe that, there is nothing Hitesh sir cannot answer as far as my questions are concerned, and as he explains in a lucid and succinct manner, my doubts get cleared, and I get to learn.

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Hitesh portfolio (01-11-2023)

@ChaitanyaC – sorry if I’m bumping into this (for first part of your query regarding non-FA)

Hitesh-ji once summarized the list of books to be studied sometime back. Kindly refer this post.

Hope this helps.

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Investing Basics – Feel free to ask the most basic questions (01-11-2023)

There are always exceptions, the one just keep going. Example Mold Tek packaging. They should be squeezed from both sides as they do business with big companies. But they have created their niche.

RACL also seems like this. Going after high margin business, not going for mass produced vehicles but with luxury vehicle manufacturers.

These are my views only, do your own diligence.

Cheers

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Investing Basics – Feel free to ask the most basic questions (01-11-2023)

Thank you so much. This gives me a good prospective.

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Motilal Oswal Financial Services (01-11-2023)

Excellent Q2 result by Motilal Oswal.

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