- Their sales; what they are doing today has already been achieved few years back. I fail to understand the stagnancy.
- Profits; Very inconsistent
- Margins; Wafer thin
- High cyclicality in the business
Posts tagged Value Pickr
John Cockerill India: A Case Study on Decarbonisation of Steel (14-10-2023)
52 week highs and all time highs strategy (14-10-2023)
Indian terrain cmp 61. Note triangular consolidation on left side of chart. The slope of this fall is gradual and hence it needed a few days consolidation after breakout from triangle to reach target line shown in Wolfe Wave. In contrast the more recent fall from 88 to 41 has been very sharp and after breaking out from falling channel, it took a long time of sideways consolidation , before it attempted a breakout from range bound moves. Now it needs to show some strength above 61-62 to have a possibility of another upmove.
disc: not invested, In watchlist.
52 week highs and all time highs strategy (14-10-2023)
Arvind fashion Ltd. cmp 350. Breakout from a small inverted head and shoulders pattern ( this is a right shoulder of a bigger inv H&S pattern) , with potential target of 380. Breakout from bigger H&S pattern will be above 365, with potential target of 450. Example of a same smaller pattern within a bigger pattern.
Overall the stock has been an underperformer as compared to a lot of other stocks. Let’s see if anything changes here.
disc: invested.
52 week highs and all time highs strategy (14-10-2023)
As per our understanding , we’re near the end of the move in GOI 10yrs yield.
Current spike is because of RBI announcement of selling more bonds. This is related liquidity with the banks.
We foresee it to fall below 6% in coming 1-2 years ( reason is India inclusion in global bond-baskets). In short term , 7.48 is a watchout level. If it crosees above this level ,then it can spike up further for short-term. But long term trajectory should be on dowanward trend.
National Peroxide (14-10-2023)
Check for company announcemetns or call the company secretary / investor relations to know more details.
Premiumization — A Megatrend (14-10-2023)
Its your individual call. I invested in KDDL around 1500 levels and was lucky to get better returns in such a short term. I preffered KDDL over ethos for low market cap, better value for money relative to ETHOS, holding company with their own business and less institiuinal holdings.
Ayush’s Portfolio – Suggestions to get down to a concentrated PF (14-10-2023)
Are u tracking anuroop ?
Corporate Fraud/Misdemeanor – Public Domain – India lessons (14-10-2023)
It was not SME IPO, it was a main board IPO.
Emmbi Industries – Boring name. boring business (14-10-2023)
I’m new to the company. But the way Emmbi has managed its margins compared to kanpur plastipack in last 2 years when input costs shot up demand went down tells a lot about capability of management.
There has been a lot of promoter buying happened.
Disclosure: Studying.
Emmbi Industries – Boring name. boring business (14-10-2023)
(post deleted by author)