US mkt up by a big % post fed rate hike tonight.

Seems bottom has formed ?

or is it still a bear mkt rally ?

How is Ujjivan Fin, Guj fluorochem, Pitti Elecon Rolex, meghmani org placed technically?

any other pick looking good to buy at CMP?

Till now I am also unable to quantify what these …DCF and intrinsic value …are.What I realized that ,the best way to understand a business is to do field work ,reading and logical reasoning.Once I understand the business and if I can convince myself that its a good business,then the next step is to wait for correction (if the stock is expensive) in the stock price,so that the stock becomes cheap with respect to the current earnings,strength/moat in business,ability to throw cash to shareholders etc.This process takes care of margin of safety.My check list helps me in it.Suppose I bought a good business little high price (not abnormally high),then since I purchase stocks in SIP mode,then automatically the avg purchase price goes down.
What mistake I used to make earlier is that,If a well known stock price corrects more from its top ,then I consider the business as a good one and there is no logic in it.

CDMO qoq bump is normal, if this sudden jump leads to abrupt valuation of stock then it’s a matter of concern, otherwise as mkt is side ways & bearish I don’t think stock will run too much, CDMO should measured on Yoy basis, & lumpiness is normal

1. Is asset quality of a lender subjective? What other factors one should consider except GNPA & loan mix to asses the asset quality?
2. Can we get Annual reports of the years before a company was listed? If yes, where can I get them?

Q1FY23 Results:

1. Revenue up 45% YoY but operating probits and Net profits are down. NP declined by 17%.
2. Underwelhming performance mainly due to high crude prices exacerbated by the Ukraine war and the company’s inability to absolutely pass in the inflation to the customers.
3. It is intriguing how the company will fair in this high inflation environment.

Does anyone know how Filatex can develop pricing power? Is it just a function of size?
And what are your views on management’s decision to buy back shares, preferentially from promoters, at 140 even though the open market prices were lower? Is there any substance behind the IT raid? @Chins