Sorry what concall is this? Q2 results aren’t out yet right?
Posts tagged Value Pickr
Apcotex Industries – monopoly in Synthetic Rubber? (29-10-2023)
Very poor result and very pessimistic commentary from management.
Too many headwinds -forced management to hold further capex!
No pricing power, EBITDA is not in management control !
Automobile EV trend will be negative for NBR as per management.
High valuation and too many headwinds…expect derating of PE and price correction.
Disc – Tracking for investment opportunity at right time as I like management !
Ujjivan Financial – Small Finance Bank (29-10-2023)
Ujjivan put its investor presentation out recently. The growth in IL and MGL is impressive, however the NIMs are down. Now I do understand that the cost of funds is increasing, people are locking in term deposits at higher rates, etc. However to what grade will the NIMs and the RoA get affected by the managements focus on these new, secured products? Ujjivan aims at achieving a higher %of secure loans. Do you think that this might be the start of a phase where the BVPS is increasing but the risk premium keeps decreasing? (Sorry if the question is too trivial, I am very new to the MFI space)
Sumitomo Chemicals ~ After Excel Crop Care Acquisition (29-10-2023)
Sumitomo Japan is looking India as their global manufacturing base. Bio Rationals is the new focus area of Sumitomo Japan.
Further, Sumitomo Japan is in talks with Sumitomo Chemicals India for many molecules at least 5-6 molecules further, which are Top Class molecules, not the old molecules and they are thinking to get them produced in India.
These are all the new technology, new molecules, & very very bright futuristic growth molecules. (new generation)
Dreamfolks services limited( DFS) (29-10-2023)
For that one needs to understand Priority pass as Competitor
Dreamfolks was able to survive and thrive despite having Priority pass
Burger King ~ Whopper of an Opportunity (29-10-2023)
Noticed same case in Patna. Here too random delivery guys told that customers are preferring Burger King over KFC.
Dreamfolks services limited( DFS) (29-10-2023)
Being devil’s advocate from new entrant/competition perspective, say if Reliance chooses to enter this industry!
- Low capital requirement, hence high ROE/ROCE. Doesn’t that means it’s easier for anyone to enter
- What are the barriers to entry in this industry? Is it Learning curve or Process or Political connection or longer agreements
Another point is significant reduction in holdings by both DIIs & FIIs. Promoter also have reduced stake by 1%.
Disc: Not Invested, learning
Dreamfolks services limited( DFS) (29-10-2023)
This is good for dreamfolks. People will have more choices to avail lounge services and dreamfolks need not be dependent on credit card holders/banks alone.
As far as SAAS revenue goes, they have struck such a deal in Malaysia.
It’s correct that dreamfolks is trying to diversify its revenue streams.
International Conveyors Ltd (29-10-2023)
thank you, other than explanation also got to know about various other parameters to look for from your screener screenshot.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (29-10-2023)
As of date , pure water is required for PEM electrolysers, which is more proven. AEM electrolyser can work perhaps on Potable water .Electrolysis of direct sea water is still at an experimental stage both in India and elsewhere