Posts tagged Value Pickr
Goodluck India Ltd (04-10-2023)
Hello Ashok
Thanks for correction. I checked the transcript and it seems the target was long-term debt free and working capital debt would be there. People like you add value to the community (Thanks again)
Bulk Deal:
Sageone Investments (CIO Samit Vartak) bought 2lakh shares today at 617rs per share.
Info from @LearningEleven on twitter (Sorry info not yet appearing on NSE or BSE website)
Great articles to read on the web (04-10-2023)
Technology has boosted the productivity of sectors like manufacturing and agriculture, driving down the relative price of their outputs, like TVs and food, and raising average wages. Yet TVs and food are not good substitutes for labor-intensive services like healthcare and education. Such services have remained important, just like constructing buildings, but have proven hard to make more efficient. So their relative prices have grown, taking up a larger share of our income and weighing on growth. Acemoglu, Autor, and Patterson confirm using historical US economic data that uneven innovation across sectors has indeed slowed down aggregate productivity growth.[3]
SmallCap Hunter : Trying to find the dark horses with triggers (04-10-2023)
On the railways front, EDFC is now complete last week. WDFC will also get commissioned by next year. These are both extremely high volume traffic needs lines. All these will require wagons and wheels and elccy equipment. Once it proves itself in terms of revenue run rate, the North South and regional Freight corridor plans will be evaluated for biz risk and need .
that is another round of froth and upswing waiting.
Indiabulls Housing – A compounder from here? (04-10-2023)
Selling by Capri Global 
Mishtann Foods Ltd – A possible SHORT opportunity or FRAUD? (04-10-2023)
Mauritius companies are all FII. Some of these FIIs are invested in another companies as well.
I’ve taken small position in the company considering high Rice prices and Promoters putting own captial at same valuation.
Strides Pharma Science (04-10-2023)
(post deleted by author)
Edelweiss Financial Services (04-10-2023)
Hi, Does anybody share the gist of the following article? It’s beyond the pay wall. TIA
Strides Pharma Science (04-10-2023)
Strides – Demerger Analyst Call.pdf (437.5 KB)
Strides – Demerger Presentation.pdf (2.2 MB)
Presentation and Analyst Call Transcript for demerger attached.
52 week highs and all time highs strategy (04-10-2023)
NLC India recently broke out above its 12 year high of 123 in August 2023 and posted a swing high of 147, before it started correcting. Currently it is at 129. Attached monthly chart shows a previous strong band of resistance between 119-123, which offered resistance multiple times in past 12 years. Previous major peaks are at 180 and 277, in years preceding 12 years. Earlier name was Neyveli lignite corporation and it is a PSU company.
A similar company, ( though with much more fancied prospects in rare earth metals) GMDC has been making the waves by crossing its all time high. Its major product also remains lignite. Lignite is an ancillary play to power sector, which is used to produce electricity.
I got interested in this company because it had two current fancies within it. Power ancillary and PSU. And to top it, it crossed a 12 year high. A good thing I like about the chart is the rounding structure from Jan 2018 and then a breakout above the highs of that structure.
The cons about this situation . First the PSU tag is getting bandied about too much in markets these days. How long this fancy lasts is anybody’s guess. Secondly overall markets have been a little bit rocky. And third, govt holds 79% stake and there is always a risk of govt coming out with a FPO kind of offering once there is a rally. We have seen these things in PSUs recently.
disc: I have a small starter position, which I intend to scale up if and when the trade starts going majorly in my favour. ( not a recommendation, anyone contemplating investment should do their own diligence. )
