The Therapeutic Goods Administration (TGA) has temporarily approved Laurus Labs, Emtricitabine and Tenofovir Disoproxil Fumarate 200 mg/300 mg Tablets until 31 January 2025.
Posts tagged Value Pickr
Laurus Labs – Can Business Transform to Next Level? (01-10-2024)
Supplies of the HIV prevention medicine, PrEP, will begin to return to normal, with the Therapeutic Goods Administration and the Pharmaceutical Benefits Scheme listing a new manufacturer, Laurus Labs to help overcome a shortage.
Australian PrEP Supply to Ease Soon | Mirage News
The SME portfolio (01-10-2024)
Compiled a short note, Enjoy,
Navigating Global Trade, Unlocking Infinite Possibilities.
01/10/2024
Listed on NSE Emerge, Lot Size 500, will change to 250 on 1st November
COMPANY OVERVIEW:
• 2 decade old Company providing Logistics and Supply Chain solutions across South America, Europe, Gulf & South East Asia. It has two wholly-owned subsidiaries i.e. SJA Logisol India Private Limited and S.J.L. Group Singapore Pte Ltd.
• Key services include:
Project Cargo,
Ocean & Air Freight Forwarding,
Customs Clearance,
Inland transportation Warehousing,
Door Delivery &
NVOCC (Non-Vessel Operating Common Carrier)
• Member of agency networks like ALN Network, America Alliance & PPL
Starting the Warehousing Operations by entering into an agreement for renting warehouse space located at Bhiwandi
S J Logistics has entrenched itself nationally, accumulating extensive industry expertise. Its proficiency extends across various sectors, including but not limited to yarns, textiles, transmission towers, tyres, polyfilms, chemicals, agro commodities, and Fast-Moving Consumer Goods (FMCG).
Orders Received:
May 09, 2024
July 16, 2024
22nd July 2024
Announcement for approval of Air Cargo license issued by International Air Transport Association (“IATA”)
The International Air Transport Association (“IATA”) has issued the License to S J Logistics (India) Limited to promote, sell and handle International Air Cargo transportation vide IATA
Code: 14027270003.
Q1 Management Commentary:
Rajen Hasmukhlal Shah, Chairman & Managing Director of S J Logistics (India) Limited,
commented on the company’s financial performance for the Q-1 of fiscal year 2025:
“We are delighted to report a robust financial performance for Q1 FY25, highlighting our
resilience and strategic foresight in a rapidly evolving logistics landscape. The exponential
increase in consolidated revenue and growth in net profit are testaments to our team’s
dedication and our strategic initiatives aimed at driving sustainable growth.
This quarter, we have seen significant improvements across our key performance metrics.
Our company has achieved consolidated revenue of Rs.100.71 Crores in Q-1 FY25 which
was Rs.270.86 Crores in full FY24, this growth reflects not only the expansion of our service
offerings but also our focus on operational efficiency and market penetration. Further, the
rise in consolidated net profit demonstrates our effective cost management and operational
discipline, enabling us to enhance shareholder value while investing in our future.
Increase in our EBITDA margin which is 14.03% in Q1 FY25, as compared to 10.87% in
FY23-24 underscore the success of our ongoing initiatives to optimize our logistics
processes and control costs. This has been possible with the increased contribution of
Project Cargo Shipments which carry higher EBITDA margins. These improvements are
crucial as we continue to navigate a complex market environment.
The increase in cargo volume and the improvement in delivery timelines are particularly
noteworthy. They are indicative of our commitment to operational excellence and our ability
to meet the evolving needs of our customers with greater efficiency and reliability.
Future Outlook:
Looking ahead, our company is optimistic about the growth opportunities in the logistics
sector. The company plans to further expand its operations and enhance its service
capabilities to meet the evolving needs of its customers and also on-boarding of new
customers. With a strong focus on sustainability and digital transformation, S J Logistics
(India) Limited aims to lead the industry in providing innovative and efficient logistics
solutions. The company is also exploring strategic partnerships and acquisitions to
strengthen its market position and drive long-term value creation. Our focus will remain on
leveraging emerging opportunities and driving innovation to deliver superior value to our
clients and stakeholders
Our team’s relentless pursuit of excellence, coupled with our strategic investments, positions
us well to capitalize on the growing demand for logistics services. We are optimistic about
the future and are committed to maintaining our momentum as we advance into the second
Quarter of the fiscal year.”
12th September 2024
1. ISSUE OF 7,00,000 SHARE WARRANTS, CONVERTIBLE INTO EQUITY SHARES ON PREFERENTIAL BASIS TO THE PERSON BELONGING TO PROMOTER AND PROMOTER GROUP CATEGORY:
2. ISSUANCE OF 6,94,000 EQUITY SHARES ON PREFERENTIAL BASIS TO THE PERSONS BELONGING TO NON-PROMOTER CATEGORY:
Some Blog Posts to know more about the Company:
Daily:
Taking support @ 50DMA, Holding firm in this SME Meltdown
Weekly:
Taking support @ 10 WMA
Compiled Notes from here & there, No Buy or Sell Recommendation. Do your Own Diligence.
Comsyn Microcap – A value buy or Value Trap (01-10-2024)
Took this from the current AR, can somebody confirm if this CAGR figure is correct, I don’t think it should be 6.5%
Neuland Laboratories Limited – Transformation towards niche APIs? (01-10-2024)
Thanks for your kind words.
BTW if you look at the shareholding pattern and names of share holders on BSE for Neuland, you will be pleasently to see all big names that have trust in the company and are holding substantially good holding.
Disclaimer: I asked my daughter to invest in this share when it was around 8000 and asked her never to sell, ever. Stock likes Neuland makes stock market a happy and safe place.
Zomato – Should you order? (01-10-2024)
Zomato’s standalone net profit margin for the current year stands at 20%. However, in a more optimistic scenario, a 5% net profit margin is not considered a favorable outlook.
Neuland Laboratories Limited – Transformation towards niche APIs? (01-10-2024)
Your Views were very apt and valuable Vikas . Please continue contributing with impact of any new developments on this company . I feel they are strongly positioned to be big beneficiary of developments happening in this space due to movement away from chinese players
Relative Rotation Graph (01-10-2024)
- Platforms
- Think of each index on the RRG as a car in a race. The further an index is from the center, the stronger its performance (relative to a benchmark). The big cars (indices) far away are leading the race—they’re in a strong trend and they don’t change direction quickly. The smaller cars closer to the center are in transition—they’re either losing momentum or building it up, which is why they can change direction more quickly. It’s not about the number of stocks or the market cap; it’s about their relative performance and speed.
- In the image, the size difference and the positioning of the highlighted indices, such as Nifty CPSE and others close to the center, reflect these variations. The distance also indicates their stability; indices further from the center (like those in the leading quadrant) tend to be more stable in maintaining trends, while indices near the center may exhibit more rapid changes in trend or momentum.
- While most of the time you’ll see indices moving in a clockwise direction—kind of like the natural rhythm of cycles—there can be situations where the movement is counterclockwise. This often happens when there’s a sudden shift in market conditions, like a strong policy change or an unexpected economic event. It’s like a car suddenly taking a sharp turn against the usual flow.
- RRGs are particularly handy for momentum and swing traders since they focus on relative performance. You can see which sectors are getting stronger and make short-term moves. However, long-term investors can also use this tool. For them, if an index is in the “lagging” or “weakening” quadrant, it might mean the sector is undervalued and could be a good time to start accumulating those stocks—kind of like buying something when it’s on sale.
- The movement of indices on the RRG is influenced by several factors, each of which impacts the way sectors rotate through the four quadrants:
-
Macroeconomic Factors:
- Interest Rates: If interest rates rise, sectors like banks (financials) may move towards the “Leading” quadrant as higher rates improve profitability. Meanwhile, sectors sensitive to borrowing costs, like real estate, might shift towards “Lagging.”
- Economic Growth Data: Strong GDP growth can push consumer discretionary and industrials towards the “Improving” or “Leading” quadrant, as economic optimism generally boosts these sectors.
Government Policies:
- Regulatory Changes: For instance, new government incentives for renewable energy could push energy-related sectors into the “Improving” or “Leading” quadrant as investors flock to benefit from favorable policies.
- Tax Reforms: A tax cut can make sectors like FMCG (Fast-Moving Consumer Goods) more attractive, increasing their momentum, thus moving them to the “Improving” or even “Leading” quadrant.
Microeconomic Factors:
- Earnings Results: If a specific sector’s earnings are better than expected, you might see a sharp upward movement of that sector’s position on the graph, transitioning from the “Lagging” to the “Improving” quadrant. Conversely, poor earnings can cause a fall towards “Lagging.”
Market Sentiment and External Shocks:
- Geopolitical Events: Sudden events like geopolitical tensions might lead to a quick movement of defensive sectors like utilities or healthcare towards “Leading,” while cyclical sectors could lose momentum and fall to “Lagging.”
- Commodity Price Changes: If oil prices fall significantly, oil-sensitive sectors like airlines may quickly move from “Weakening” to “Improving,” while the energy sector itself might drift towards “Lagging.”
Linc Ltd: Writing the future of Bharat (01-10-2024)
Notes from recently concluded Investor/Analyst meeting on the strategic JV with Mitsubishi Pencil, Japan:
-
Going in the untapped market with this JV of price point 20-50 rupees, where the market size is INR 500 crores (domestic market).
-
The company already has 10-15% market share in this 500 crore market but is looking to increase it further as the opportunity size is huge because the market is growing rapidly as customers are moving up in the value chain.
-
Production cost will reduce with this JV.
-
The whole chain is like: JV will manufacture the pens, then it will sell them to LINC, which LINC will further sell them to customers.
JV (Mitsubishi) —> LINC —> Target Market
- Mitsubishi has a range of ball pens and roller pens.
- Manufacturing will start in July 25.
- Total INR 20 crores of investment in a 50:50 ratio. However, investment in JV may increase further.
- No investment in factory or land acquisition; entire investment in molds and assembly workings.
- JV will have similar margins as of LINC (need further clarification on the same).
- Same range of products in price points of 20-50 rupees will provide more offerings for customers, hence market share gain for LINC.
- Mitsubishi is not present in this price range (20-80 or 120, not 100% sure) internationally for which JV is established, hence positive for the export market.
(But it will take a little longer, although the opportunity size is huge.)
Expecting minimum asset turns of 8-10 times - Potential to do sales of 200 Crs (20 Crs*10 times)
- Targeting the South Asian market first.
HBL Power: Signs of change (01-10-2024)
Kernex FY24 AGM Highlights
- Will do 230cr sales in FY25 (can increase if some of new tenders close by December), FY26 will be atleast 3x FY25 revenue
- Till date 11600cr worth of new tenders are out (Last tenders 2 years back were 1500cr), out of which 25 tenders are for implementation (kms) and 3 tenders are for Loco
- Loco tenders bid close date is October 4th and is expected to be awarded by December 2024
- 60-70% tenders of the 28 tenders are expected to be awarded by December, some of the tenders have November bidding so may result may come in January
- 44000kms worth of tenders to come by 2029, another 10,000km tenders expected after current 10,000km tender
- Locos TCAS implementation to be completed in 12 months
- Kernex expecting to win 25-30% of total tenders value
- Earlier guidance of 900cr sales in FY25 will not be met because the new tenders coming out now were delayed by 1 year and also some of the customers (Railway zones) wanted TCAS 4.0 and not TCAS 3.2, sure to meet guidance this time
- Working capital requirement will be around 150cr for new tenders, have tied up with banks