Company received a Supply Order worth of Rs.10.39 Crores
Posts tagged Value Pickr
Yash Pakka – (Previously Yash Paper) – Rising from ash (07-10-2023)
Pakka has successfully developed compostable flexible packaging for chocolates of Brawny Bear
Bull therapy 101-thread for technical analysis with the fundamentals (07-10-2023)
Hi Vpers, I am Ex PSU Banker (Indian Bank erstwhile Allahabad Bank), resigned after putting 9 years of service in March 2020 just before Covid started and at the time when the PSU Banking sector was facing the strongest Headwinds with huge NPAs. At that time just after the announcement of merger of Allahabad Bank with Indian Bank the Indian Bank share tanked like anything from 180 odd levels to 38 levels. The share peak price was 400 and fell more than 90% from there. At that time I had little understanding of the stock market, though I was buying and selling stocks just like naive investor.
Now since I have gained some basic understanding and created well diversified portfolio for myself the thought of missing the opportunity to acquire some stock at that point from where things could go only in positive directions and especially when the Indian Bank was not showing as bad earning as other PSU banks were showing.
The point of putting this post is that now again the stock has reached or even moved 5% above that previous peak level of 400, what Idea do you get after observing the chart pattern. The pattern in in blue sky zone if it is fair to say.
The P/B has peaked though at 1.1.
Shivalik Bimetal Controls Ltd (SBCL) (07-10-2023)
Sorry for the late replies (was travelling)
a) of 1600 Cr forecast – 55-60-65% will be from Shunts (thats the visibility today, depending on who in Mgmt was asked the question)
b) they continue to maintain a 25% CAGR in Overall Sales visibility, so doubling within 3 years, you can check some feasible projections here)
c) my sense is this is NOT including any sudden explosion in EV happening within the next 3 years
Zerodha – Overnight Investment (07-10-2023)
can some here tell which all other SME helps Zerodha to run its app… like RTA is now given by CAMS like that…?
Shivalik Bimetal Controls Ltd (SBCL) (07-10-2023)
Fresh Edits Oct 7 SBCL AGM 2023 (from my scrambled Notes)
FREE CASH FLOW
On a leading question from an analyst that SBCL is on course to generate 600-800 Cr of Free Cash Flows over next 6-7 years, Management did confirm they have done majority of Capex and are confident of maintaining margins, so yes they are on course for that barring any major geo-political fall outs. Details here
DIVIDEND POLICY
On being asked if therefore they will be looking to return more to shareholders Mgmt confirmed the intent and a dividend policy is likely on the anvil for the Board to consider
CHINESE COMPANY BATTERY/BMS/SHUNTS ENTERING EU (specifically BYD)
Already supplying. Commercial Supplies to BYD have started for their China requirements !!
(this cannot be tom-tommed for obvious reasons)
Why/How SBCL will stay ahead of Competition.
(TBD)
Shakti Pumps – solar shakti (power)! (07-10-2023)
Latest order win…
Is Kusum component c is different than Kusum 3??
Also,is the capex justified and how do you rate the promoter?
Discl Small position
Experiment with Low Volatility (07-10-2023)
I don’t have any idea regarding the backtesting platforms.
I have purchased the data and conducting backtests using python.
Bull therapy 101-thread for technical analysis with the fundamentals (07-10-2023)
There is a significant spike in the 10 year US Bond Yields . It is inching towards 5 percent now. Despite the crude recently settling at 85 levels, thus giving the hope that inflation would be controlled. Still there is no fall in the yields.
The gap between 10 year US yield and Indian Yield has reduced. Thus making the Indian Market as unattractive.
I think, this is the last leg of the rally. According to me, a correction of 5-10 pc cant be ruled out.
Spike in Bond Yields (07-10-2023)
There is a significant spike in the 10 year US Bond Yields . It is inching towards 5 percent now. Despite the crude recently settling at 85 levels, thus giving the hope that inflation would be controlled. Still there is no fall in the yields.
The gap between 10 year US yield and Indian Yield has reduced. Thus making the Indian Market as unattractive.
I think, this is the last leg of the rally. According to me, a correction of 5-10 pc cant be ruled out.