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Posts tagged Value Pickr

KRBL- The King of Basmati rice (20-09-2024)

My View on KRBL Limited (Mcap: ₹7200 Cr)

  1. Domestic Market Growth:
  • Steady, sustainable growth expected in the domestic market.
  1. Exports:
  • Benefiting from the removal of the floor price for basmati rice exports.
  • Competing better with Pakistan in bulk rice exports in Europe, Iran, and Iraq Mostly.
  1. Saudi Arabia Market Potential:
  • Past: Previously generated ₹600-700 Cr revenue, with profit margins of 14-19%.
  • Present: Loss of Saudi market reduced margins to ~10%.
  • Future: Re-entry could boost revenue, but regaining market share will be challenging due to strong local
    brands.
  1. Product Innovation & Brand Leverage:
  • Biryani Masala under India Gate brand to drive new growth.
  • Regional Rice Segment targeting ₹1,000 Cr contribution over the next 5 years
  • not invested
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Manappuram Finance (20-09-2024)

https://www.reuters.com/markets/asia/indias-iifl-finance-jumps-13-after-cenbank-lifts-curb-gold-loan-business-2024-09-20/

Interesting to see how this will affect growth

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The Anti-Portfolio (20-09-2024)

Have recently added Zaggle…will continue to add more…very good and strong growth visibility…ticks all the boxes like good profit margins, management quality, small fish in ocean, scalability with operating leverage etc…

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Basilic Fly Studio Ltd (20-09-2024)

Establishment of National Centre of Excellence (NCoE) for animation, visual effects, gaming, comics and extended reality (AVGC-XR).

This will build eco system for VFX, Animation. Industry size is India going to increase significantly.

Nothing directly related to Basilic Fly Studio.

D: Invested

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Valiant Organics – High ROCE, debt free (20-09-2024)

Interesting new blog post on valiant-

Technically stock seems to have bottomed out –

image

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Pennar Industries Limited (20-09-2024)

Just ghar Lena tha they never seen this type of money.i think

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Ganesh Benzoplast – Cash rich chemical storage/tank king (20-09-2024)

The credit ratings have been withdrawn from watching development & agency is confident about the recent fraud issue being immaterial~

Screenshot_2024-09-20-10-44-45-50_e2d5b3f32b79de1d45acd1fad96fbb0f

(Disc: Tracking position)

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Pennar Industries Limited (20-09-2024)

Looks like one of the Promoter who is at Director Position is Selling. Found Info in Insider Trades on Screener where this Promoter has Sold in both August and September. Any Idea on this?

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Screener.in: The destination for Intelligent Screening & Reporting in India (20-09-2024)

Hi @Yash_Gandhi1

Currently, it wouldn’t be possible to create price alerts based on the Market Cap to sales or Price Book Value Multiples.

However, you can create a custom screen based on the above parameters and set alerts for the same.

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Easy Trip Planners (Easemytrip) – An outlier in OTA (20-09-2024)


Whatever they do to please investors and QIB’s no body is going to rerate the company due to management activities, foolish board members ( Who can’t oppose the 100 Cr investment in building hotel). I believe some money laundering is also happening in the company in the form of these undisclosed (value) small acquisition’s.
Nobody knows how much these small investment companies are contributing to the top & bottom line. Yolo contribution is also unknown.
I bet that their QIP (1000 Cr) would be most unsuccessful QIP in the history.
They keep on diluting the equity to fullfill their person wishes rather than business needs.

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