Truth is everything about solar EPC, Cells , Modules or Pumps is a commodity product. Yet all are thriving and may continue to do so for some time due to huge TAM and tailwinds.
Posts tagged Value Pickr
SG Mart- Can it successfully create a marketplace? (05-09-2024)
Very crisp one page summary of what Mgmt. is trying to do. Source: FY24 AR
Easy Trip Planners (Easemytrip) – An outlier in OTA (05-09-2024)
Isn’t it diworsification as per sir Peter Lynch said in his book one of wall street? Meaning isn’t this entirely unrelated business than the core business of easytrip?
Easy Trip Planners (Easemytrip) – An outlier in OTA (05-09-2024)
Entering into the electric bus manufacturing business
Optiemus Infracom – How much business Blackberry is going to bring for it? (05-09-2024)
This is summary of different headlines on this company over timeline. If they are doing everything, I doubt what they are really doing.
Jan 2018
Aug 2021
Jan 2022
Jan 2024
Jul 2024
I left out the xiomi, noise news as well…
Vishagan’s Portfolio Updates (05-09-2024)
That’s right,
When I accumulated the PSU stocks, primarily for the Dividend yield during the time of purcahse.
currently the dividend yield is 1.8% for CMP.
Investing Basics – Feel free to ask the most basic questions (05-09-2024)
Can someone just brief up on capacity utilizations in various sectors?
I was looking into some companies and they have various capacity utilizations going on for them.
All the three examples below are from concalls and investor presentations.
- Garware Hi Tech Films – they setup a new line capex as the current plant was running at 120-125% capacity
- Marksans Pharma – they have a new plant and was said in concall that utilization of the existing plant cannot go over 85%
- Sanghvi Movers – in the cranes business cannot go over 85% capacity utilization.
How does capacity utilization depend from business to business and in sectors? And is there a means to know the percentage?
Buy Unlisted Shares (05-09-2024)
Trying to shed my fear of figures.
The financials look ok. Don’t they?
Investing journey of an imperfect investor (05-09-2024)
Not much activity in the portfolio or adding any new stocks. I’ve deliberated upon the construct and weightage. Have taken a few calls basis cash requirement as well as market condition.
Have completely exit Techno electric– There’s nothing wrong with the company but I just feel that I’d get an opportunity to add this again provided valuations become too attractive. Otherwise also it has given me decent returns and I was anyways not looking to pyramid up and had instead been pruning the position.
Added some Ethos– I feel that promotor selling is no longer a surprise and stock has been slowly and steadily once again approaching its high. Q2 results and Q3 results might pull this up further. Also the MoS for me is huge.
Some other stocks in family account invested– I’m taking a conscious call not to add any new names as of now in my portfolio. Some of the stocks in family portfolio that have turned out well are All e tech and Ceinsys.
All e tech excited me as a company when it had a market cap of 500 Cr and around 150 Cr cash equivalent on balance sheet. Plus a very solid promotor and high margins business. It was a no brainer at those levels and hence invested.
Ceinsys was trading at a PE of less than 20 with a growing order book and prospects of Allygrow business an added bonus. The company recently did its first concall as well and the stock has rallied quite a bit in the past two months.
Both the above businesses are in family account and were added at much lower levels. I still feel there’s lot of run up left and I’m particularly bullish on the promotor of All e tech.
P.S. I might prune a little in Macpower basis how the market progresses.I’m still very bullish but perhaps 35% allocation might get on my nerves if it trends the way it has been over past few weeks.