Not yet studied but looks interesting business
Posts tagged Value Pickr
DIY Momentum QnA and Discussion (07-07-2024)
Hello Sujata,
Over a period of time and numerous iterations, I have identified screeners that help to identify a potential list of stocks for Momentum Trading. Post selection, I filter stocks based on my own trading setup (technical charts) to eliminate stocks from my initial potential list.
Tata Motors – DVR (07-07-2024)
Tata motors trades at 10 P/E, which is substantially lower than the industry average of around 28. Any idea why is the case?
Narayana Hrudayalaya Ltd (07-07-2024)
Anyone with the list of hospital & number of beds planned between FY24-28?
Focus Lighting & Fixtures Limited (SME) (07-07-2024)
How did you get these figures, AR is not yet published?
Kalpesh’s Portfolio (07-07-2024)
@kalpesh4430 Have you studied Kronox Lab Sciences. Looks like they have some kind of moat, they are able to hold their profit margins along with high ROCE during the painful periods for pharma and chemicals.
Credo brands marketing ltd (mufti) (07-07-2024)
Read through the concall and I’m absolutely confused on how they’re notiching up 100+ days of receivables when the terms are 7 days for EBOs (COFO & FOFO) and 45 days for LFS. COCO should be 0 days. These 2 channels are >50% of the sales. So I really don’t understand how one can have 100+ days of receivables!
It sounds odd to me but across the board, retail model is FOCO - which is asset light… here this company is trying to do the opposite - what is even the point in owning the stores? what matters to the consumer is experience (CX) which can be adequately controlled via the FOCO model
All of the above perhaps reflect in very cheap valuations.