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Posts tagged Value Pickr
Is China investible? (26-09-2024)
One of those rare occasion: Playing out beautifully from Entry
Zaggle_A platform to address pain points for enterprises (26-09-2024)
Management recent interview on the 2 acquisitions (https://www.youtube.com/watch?v=vw0ZDa9A8VU&list=PPSV)
National Building Construction Corporation (NBCC) (26-09-2024)
Superb. Also making very good Cup with Handle Pattern. With highest TTM profit.
CDSL – Stock for our children (26-09-2024)
In the light of reduction in transaction charges, its worth noting that transaction charges make up only 26% of CDSL’s total revenue. While it is significant, it is not anything that wont get offset with increasing userbase every month. Additionally, CDSL is also looking into new businesses too which may start adding to top line in few quarters,
National Building Construction Corporation (NBCC) (26-09-2024)
- 75 Crore Order win.
RBM Infra – a less discussed SME (26-09-2024)
The risk with Infrastructure Companies is very clearly explained by Sandeep Singh:
100% of infrastructure NPAs (including many large companies which went belly up) in 2013-2018 era were
Not because they didn’t have enough orders / business
But solely because they had too many orders and any execution slippage or delays …their balance sheet couldn’t handle
Hariom Pipes Ltd: A Capex Play! (26-09-2024)
My Outlook on Interview & Fundraise:
- 700 Cr is huge amount almost 30% of Market Cap, 55% of TTM Sales (Management told no fund raise required & sudden fund raise news)
- Dilution will be huge, not at all good for Investors (EPS won’t rise in FY25 as well)
- No reason given how will fund utilise
- This Q will be soft with EBITDA falling (can see consolidation or price falling near future)
Some Good parts:
- Growth outlook is intact
- Guidance is intact for FY26 + Margin will increase as suggested 8000 EBITDA per ton guidance
- Capital might be utilise in lowering debt & WC as suggested Capex is completed & utilisation is below 40% (so growth might accelerate + PAT would increase)
Let’s see what’s management says in Q2 Results outlook
No Reco (Invested; will see what to do in Q2)
52 week highs and all time highs strategy (26-09-2024)
Company: Suzlon (Turn around story for wind energy)
- Earlier made cup with handle on weekly chart
- Tight consolidation with handle on right side (If handle has one shakeout it is good, if it has two shakeout then it is best but here there is no shakeout)
- Volume drying at bottom
On Daily Chart currently:
- Cup with handle again formed
- One shakeout at handle increases the probability to play out
- Low volume at bottom when forming cup
- Handle forming with decreasing volume which is good
- Two shakeouts while forming cup is good sign
- Hoping this will play out soon
Disclaimer : I have position in this stock so I am biased. Please go through concalls, result and presentation to develop conviction.
Digitization- A game changer for TV18? (26-09-2024)
Post the merger of network 18 and TV 18, the combined entity will have the following
1.Money control
2. News 18 with 14+ regional channels
3. BookMyShow 39% stake
4. Forbes India overdrive and better photography magazines
5. CNBC – Four channel
6. CNBC web And first post web
7. CNN
8. 51% stake in history TV
9. 50% joint venture with via com 18 – India cast
10. 24.5% take in Eenadu Four Telugu channels
11. Colosseum media – famous for Coke studio, roadies splits villa and Masterchef
- The most important of all New joint venture of Viacom 18 And Disney star
According to media sources, network 18 will hold 13.64% of Viacom 18
The new joint venture –
46.4% Viacom 18
16%. Reliance Industries
36%. Disney star
This new venture has following in their buckets
- Colours
- MTV
- Nick Sonic
- Comedy Central
- Star – 56 different channels
- Star sports – Channels
- National geographic
OTT and Content platforms like
- Disney Hotstar
- Voot
- JioCinema
- Star Studios
- Marvel
- HBO
- Max
- Paramount
- Viacom Studios
- Pixar
- Balaji films
- Warner Bros
With A brand like this, this company can rule the media space in India in the days to come
With a consolidation of the ventures content, it will be the direct competitor to the biggest like Amazon, prime and Netflix