or another way for the operators/ management to do shady stuff
Posts tagged Value Pickr
Dreamfolks services limited( DFS) (31-10-2023)
I believe if people can’t use HDFC credit card to access lounge, they will buy some other card.
As long as tourism has footfall, Dreamfolks looks good.
Praj Industries (31-10-2023)
Praj Q2 Results Out.
PAT shows growth both QoQ and YoY
But revenue was not upto the mark. Does it meet the management guidance?
https://www.bseindia.com/xml-data/corpfiling/AttachLive/0ad9f1cc-a325-4442-b852-7cc3efc44bb5.pdf
Dreamfolks services limited( DFS) (31-10-2023)
Essentially it caters to 2 travel per qtr for a high spending individual which seems reasonable.
Dreamfolks services limited( DFS) (31-10-2023)
Essentially it caters to 2 travel per qtr for a high spending individual which seems reasonable.
Rainbow Children’s Medicare – Niche player in Hospital Industry (31-10-2023)
I have booked profits in Rainbow Medicare and exited. Was expecting better profit growth.
Still both Rainbow and Narayana are great stocks in this sector.
Will re-enter once stocks consolidates or around Q3 earnings.
Som Distilleries and Breweries (31-10-2023)
Company is excited to announce the introduction of a new strong beer called “Legend” in Karnataka. This beer is designed to appeal to strong beer enthusiasts and is made with high-quality ingredients for a rich and intense flavor. We aim to capture a substantial market share in Karnataka with Legend.
Gati – Long race horse? (31-10-2023)
This helps thanks
Consolidation & turnaround story, strong parent.
Disc: Invested
RACL Geartech Limited (31-10-2023)
Both @First_Principles @Worldlywiseinvestors beautifully covered all points in their very detailed post .Almost nothing left to cover .
My top of mind thoughts (I didn’t make any notes )….
1)Racl is about “specialized machining as their core competency “ (very high tech plant )hence as per me they may extend from their core of “Gear “to adjacency like “’differential gear and industrial gear”’
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Bcos of EV ,market is moving to noiseless car and hence “gear grinding “becomes key -demand is more than what they can supply -getting 3 machines on war footing (against 3 now from Japan ) -total machines in 6 sub factories is whopping 225 !!
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Man (a Volkswagen company ) shutting their machining and forging unit for ICE hence those orders may come to Racl in next 2/3 years
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My hunch RACL would start planning for next milestone of 1000 cr from next year ,hence being future ready
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the promoters have put huge skin in the game (most of their net worth invested in RACL )by investing close to 200 cr in last 3 year ,my hunch is there will be QIP in future instead of increasing further debt
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excellent culture in the organization (one needs to see to experience ) to me it’s about customer focus ,quality consciousness ,care and concern ,global outlook etc …these softer aspects is understated in investing world but makes a big difference
Discl : Hold more than 1% + of the company ,hence view may be biased ,please do your own due diligence
Power Mech Projects – Not a typical Power Infra Company (31-10-2023)
Power Mech Projects Limited has been awarded a contract worth Rs. 355.00 Crores by Bharat Heavy Electricals Limited (BHEL). This contract is related to the “Erection, Commissioning & trial operation” of certain equipment at a NTPC site in Odisha.
The scope of work includes erection, commissioning, and trial operation, which encompasses activities like applying insulation and paint (as needed), handling materials at the client’s storage yard, transporting materials to the site, and finally delivering the Boiler and its associated equipment. This work pertains to Power Cycle piping and the Steam Turbine Generator for units 1 and 2 at the 2×660 MW NTPC facility in Talcher, Odisha.