I am based in Palakkad and would love to connect to like-minded people. Is there any other Kerala based groups?
Posts tagged Value Pickr
Swiggy – unparalleled convenience (22-09-2024)
I value swiggy and getting almost half value of market. What am I missing? 
Swiggy – unparalleled convenience (22-09-2024)
Swiggy is a leading online food delivery platform in India, founded in 2014 by Sriharsha Majety, Nandan Reddy, and Rahul Jaimini. The platform connects users with a wide variety of restaurants, allowing them to order food and have it delivered to their doorstep. Swiggy operates in multiple cities across India and has expanded its services to include grocery delivery (through Swiggy Instamart), pickup and drop services (Swiggy Genie), and even Swiggy HealthHub for healthy food options.
Swiggy has revolutionized the food delivery landscape by offering fast delivery, an extensive selection of restaurants, and features like live order tracking. Over the years, it has attracted substantial investments, cementing its position as a major player in the Indian food-tech sector.
The app is known for its user-friendly interface, offering seamless browsing of restaurant menus, placing orders, and making payments. Swiggy also offers various deals, discounts, and membership plans, such as Swiggy One, which provides users with benefits like free deliveries.
Wonderla Holidays (22-09-2024)
This is one of the biggest holdings I have. As we know Wonderla is in talks with various state governments to build new parks. Recently came to know that they are planning a second park in their home state which is Kerala. (Not confirmed yet by company) This Qtr they have spent good amount on Ads which I expect to turn to more footfalls and good Q2 is what will help the stock to go up further.
Stock Alpha: ChatGPT for Equity Research (22-09-2024)
Good Time saver. Appreciate it.
However, the pleasure of researching a stock, Investing and gaining returns is indeed a joy.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (22-09-2024)
hi
GRP in a recent interview mentioned that the rCB market was about Rs. 3500cr and growing in double digits. And they are planning to enter this segment.
Compared to that, just PCBLs VCB turnover for FY24 was Rs. 6000cr. And they have made a lot of investments in this already.
However it is possible that such companies may look at making rCB as part of their ESG commitments.
Regarding raw material – transportation cost of tyres within India is not a major factor for setting up the plants. As much as being closer to their customers is. Plus state govts give incentives to set up plants in certain locations, which also becomes a deciding factor.
100 TPD is Higreen’s sweet spot (as mentioned earlier). However they can even set up 2 100TPD plants in the same location if they are able to sell their products easily.
NPST – Technology Provider for UPI Tech (22-09-2024)
I was just checking the link and see that its only 2 months that the volume is high i.e. July and June @ 297 mn and 260 Mn tx, prior to June the Tx is in the same range as in Aug, in fact it is higher in Aug than in Apr and Mar.
Its possible that there was a surge in June and July for some reasons.
Dreamfolks services limited( DFS) (22-09-2024)
Clearly a bad news for the company
NPST – Technology Provider for UPI Tech (22-09-2024)
Main question to predict future growth potential for NSPT is how much MDR contributes to revenue and PAT?
If this is under 25%, growth numbers may be impacted a bit, but given their guidance of 75% growth, it would still be able to grow at 55-65%. If revenue from MDR contributes around 50%, then worried about them meeting their growth projections.