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Trading at 20x FY25 and super cheap in the context of the current bull market
Posts tagged Value Pickr
MSTC Ltd.: Growth through to E-Commerce (25-09-2024)
Do you guys know anything about recent selling?, is it because of this above disinvestment?
Shivalik Bimetal Controls Ltd (SBCL) (25-09-2024)
Thank you @Donald da for the writeup. This summarizes the major questions. The queries that I have are follows
- We know that by 26-27 onwards California, EU , UK are pushing NEVs ( BEV and PHEVs) by various regulatory push. As far as I understand that there are no changes in those. Will we start to see higher capacity utilizations due to that as we approach CY 26-27.
- Second concern is that OEMs as a means to diversify their supply chain have started approving Tier 2-3 suppliers outside of China. Are we a second source / third source supplier for the Tier 1s. If yes what are the ways that we can become 1st source.
- Has there been any interest for shunts from BMS manufacturers dealing with utility level battery storage ( also called BESS )
- How does the IP work in the shunt space? e.g. If an OEM approves some shunt designed which you have manufactured and optimized, do you also protect the manufacturing process via patents ?
I will update more questions as they come to my mind
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (25-09-2024)
In the below tracker, I have started tracking important company goals for Ceinsys. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-4.xlsx (156.0 KB)
Sealmatic India Limited (25-09-2024)
Similar high talking announcement like previous ones without specifics. Without value being called out or even an estimate provided, it is difficult to judge the runway for Sealmatic from this engagement. Hope to see some specifics released.
Jubilant Foodworks (25-09-2024)
I think POPeyes has huge scope for growth
SG Mart- Can it successfully create a marketplace? (25-09-2024)
Answer is already in your question.
For rent a car , where we have to go? I will go to Ola or Uber because it is easy and convenient. Ola or Uber is a brand and we know it. Similarly, APL Apollo is a brand and SG Mart is going to do same thing like Ola or Uber in its field.
SG Mart- Can it successfully create a marketplace? (25-09-2024)
Steel service centre are like big retailer, they slit and supply as per customized requirement.
Highly unorganised industry with only local players i.e not even state level players. The bigger you are the better terms you get from manufacturer.
With a highly capitalized company with experience in steel there definitely is a case.
The growth in 1 yr is testament to their model.
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (25-09-2024)
can you please share the full report?
Shivalik Bimetal Controls Ltd (SBCL) (25-09-2024)
The italicized text is taken from Vishay Q2 2024 earnings call transcript that took place on Aug 7, 2024.
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“Based on input from our customers in Europe and the Americas, we’re seeing flat automotive demand tied to persistent high interest rates, driving consumers to look towards purchasing less expensive compact cars, containing less electronic content.”
[Q] Are there indications that the worst of the demand decline has passed now that the Fed, ECB, and China have started reducing interest rates? -
“Even though sales were lower, design activity continued on all automotive electronics, including BMS, ADAS and with the increasing discussion around AI chipsets. We also stepped up our engagement with automotive OEMs and Tier 1s.”
[Q] Could you provide some insights into the trend regarding the level of design activity for automotive electronics related to the customer programs planned for launches in 2026 and 2027 and beyond? -
“We have decided to guide it flat even though we see scheduling agreements with increasing demand in Q3. We saw what happened in Q2. We had Q2 with a positive move from auto in their schedule agreements and they readjusted. So the week-by-week demand pulls that are forecasted would show a positive Q3 over Q2 for auto. But at this point, we’ve decided to guide it flat, fewer workdays in Q3 seasonal holidays in Europe, seeing automotive car count declining a bit. We decided to go flat even though the signals from the auto customers are a bit up.”
[Q] What is our guidance for the shunt business segment in the near to mid term? Are we seeing an increase in orders? Or the continued softness sideways market for another quarter or two longer?