HAL is the only Company in india making LCH ad i believe the order is awarded under Atma Nirbhar Bharat.- Self reliant India
Posts tagged Value Pickr
Indiabulls Housing – A compounder from here? (18-06-2024)
just some facts already 9500 crore is provided for & 1000 crore more is provided by aif exposure, we can expect more recovery from this pool which can come in p&l again. the market is not giving its valuation because of growth I think and Street would want to see it. hopefully in 2-3 years, they can at least get there roe above 12% to 15% then the street may rerate it will eventually.
Avanti Feeds (18-06-2024)
The only fundamental trigger I can see is from the recent elections, which we know is most probably not going to impact the company’s operations much considering it’s already at 50-60% and commands ~10-20% more price for its feed (my rough estimate) compared to competitors.
Regarding the US case, it keeps getting postponed with probably next update in Oct (if I’m remembering correctly).
So, if all else has remained the same, then how will the company’s fortunes change? Also, they’re venturing into pet food because even they have realized the same but that is a very long-term bet with branded competition
Company is in Stage-2 but my fundamental knowledge of this sector has left me unconvinced.
Multi-Disciplinary Reading – Book Reviews (18-06-2024)
Chai Chai, Biswanath Ghosh, 2009 - Of late have been reading several travel books and this was one of them. Thanks to this book I was introduced to the genre and Paul Theroux books (yet to read) that the author speaks very highly of. This book documents the author’s travels in Indian trains without any objective or destination in mind - travel for the sake of traveling.
There is however a sort of a common theme here - the author is fascinated by junction towns - the ones we all know and have heard of but with certainty have never gotten off at - towns like Itarsi, Jhansi, Mughal Sarai, Shoranur, Guntakkal, Jolarpettai and Arakonam. Generally these towns have nothing much to offer with their entire occupation centred around the station with food loaded to the trains or coaches getting cleaned.
You get a sense of the station itself, the hotels and shops that surround it, the people who make a living in and around the stations, an exploration of the town on foot to its non-railway heritage, if there is any, local food, a drink or two at the local watering hole getting pally with the local clientele at the bar and making friends. The language barrier and perhaps the lack of watering holes make some towns seem more boring than the others (Jolarpettai and Arakonam for eg.).
I would excuse this though as the book is entertaining otherwise and brought back memories of my trips from Chennai-Delhi in TN-Express and occasionally in Grand Trunk Exp. where I have come across some of these junctions like Jhansi and Itarsi and have seen the country, people, food and culture change every few hours. As a travel book I would think it achieved the objective. 7/10
DCX Systems Ltd (18-06-2024)
You are watching consolidated,I have posted about standalone figures.Tap on standalone on the same page ,you will get standalone figures.
PTC India Financial services (18-06-2024)
Net Profit 216cr Sales and 750cr OPM 81% and MCap 2500cr while IREDA Profit at 1250cr Market 50,000cr by this rational PFS (PTC Finance) should be re-rated to Rs 100-120 level, the business model and the loan offered is to the same as IREDA
Open to views
Avanti Feeds (18-06-2024)
Is it not the data we see now has been discounted long ago? Since the chart looks super bullish and had broke out multi year consolidation in the form of symmetrical traingle pattern and consolidated just above the trendline.
I’ve the right to be wrong and I think it is entering into Stage 2.
Disc- Invested and may be biased.
Hindustan Aeronautics (HAL)- India’s Largest Defense Company (18-06-2024)
Are they the only bidder. Or will there be anyone else please
Som Distilleries and Breweries (18-06-2024)
I invested a huge chunk almost 1 years ago and was bullish on this company. I learnt how poor management behaves. I didn’t lose any money on this stock but was once close to losing my entire chunk. Don’t invest in this bullcrap and stay away from such management.
Indus Towers Limited (18-06-2024)
What are your thoughts on stake sales plan of Vodafone? Will they pay off the debt at least partially?