what a great value unlock story this has been… been holding since Rs 440 for entire company…
now the RE + engg alone quoting at 2k… insane…
Posts tagged Value Pickr
Raymond – The Complete Man (11-07-2024)
Raymond – The Complete Man (11-07-2024)
Price discovery - Raymond Ltd (ex Lifestyle) is trading at Rs. 2000 today
Aavas Financiers :: Banking on the unbanked (11-07-2024)
Hi All , Any one having the idea for Q1 2025 , Business update.
SG Mart- Can it successfully create a marketplace? (11-07-2024)
Shankara is primarily expanding into retail, B2C
SG Mart- Can it successfully create a marketplace? (11-07-2024)
The new promoters are family of APL Apollo.
@Akshada_Deo PE basis FY24 financials wont be the right picture. All the revenue & profits for FY24 was made only in Q4 post management change. So forward PE for FY25 will be significantly low assuming if Q4 replicates for 4 quarters of FY25. If the Q4 business is extrapolated for FY24, then earning is 4 time the earning of Q4.
KEI Industries Ltd – A consistent performer over the last decade (11-07-2024)
Off-topic but since you mentioned about MarketSmith India, wanted to check if you find that subscription useful? If yes, how so? I was contemplating taking it but thought will check with someone who has used it before and get some feedback? Thanks.
SG Mart- Can it successfully create a marketplace? (11-07-2024)
APL APOLLO MART seems to be in a similar line of business, so what could be the reason for them to start SG Mart, when APL MART was already up? How well are they placed with unlisted players like Market.infra?
Smallcap momentum portfolio (11-07-2024)
So Vishwanath Bro ! (Still a rookie here, but let’s just say this is an address to your boundless energy!)
I’ve got a different kind of question, all about the smallcap space as a whole.
Would I be right in observing that over the past 2 years, value investors have been lagging behind momentum seekers in terms of returns? (I might be shooting my mouth off here, so please correct me if I’m overstating it !)
Based on what I read from analysts, a truckload of money is pouring into SIPs from savings. So, fund houses are basically sitting on a mountain of cash, where else they can pump this money if not into the market ?.
From my observation over the past few days, the small/micro cap space seems to just shrug off every valuation comment or negative news and then surge ahead with a vengeance.
Do you think we’re still far from the fag end of this bull run? What are your observations in the small/micro cap space?
Electrosteel Casting – Ductile Pipe King (11-07-2024)
How does Electrosteel find its pipe’s application in hydropower projects?
Mallcom India – Safety Equipment manufacturer (11-07-2024)
What’s the reason for today’s upper circuit? Can someone help me understand this please?