To my understanding all the 3 defense shipping companies are working on Autonomous platform , UUV. But Garden reach seems to have reached an advanced stage with surface , sub-surface and Aerial
Further details I am trying to understand.
Posts tagged Value Pickr
Indian Defense Sector (13-06-2024)
Is investing in Penny stocks backed by Renowned names like LIC worth looking at? (13-06-2024)
Integra Essentia is from the group of Ashok Piramal.
MOLD TEK PACKAGING—dividend plus growth (13-06-2024)
Interview by the MD - positive on the pharma sector and guiding 15% volume growth for FY25
National Peroxide (13-06-2024)
Is there any update with regard to listing of shares??
Smallcap momentum portfolio (13-06-2024)
Will do this weekend. I publish what I practice. This week I had not done anything as I was travelling.
Tata Consumer Products Limited (TATACONSUM) (13-06-2024)
Yes 400 crores facility in Vietnam. 385 crores other capex.
Not directly related but in CCL call it was mentioned that operating costs are lower for a plant in Vietnam.
Buy Unlisted Shares (13-06-2024)
Thanks for your input. I totally get where you’re coming from about the risks of buying shares before an IPO. It can be nerve-wracking, especially with the potential lock-in periods and the chance that the IPO price might be lower than what you paid in the unlisted market.
However, I think Waaree Energies might be a bit different. For one, they don’t have any real competitors in the listed market, which could make their IPO highly attractive. We saw something similar with IREDA, where everyone wanted in because it had such a strong position in its field. Also, Waaree Energies has some pretty solid fundamentals. Unlike Ola Electric, which is still losing money, Waaree has managed to increase its Profit After Tax by five times year-over-year. This kind of performance suggests they’re doing something right and have a sustainable business model.
I do see your point about the risk, especially with companies that are more hype than substance, like Paytm was. But I feel like Waaree, with its unique market position and strong financials, could be a good opportunity at its current valuation.
One thing I’m still a bit unsure about is the lock-in period. My understanding is that it mainly affects big investors like QIBs and not so much retail investors. I’ll need to look into this more to be sure, but it’s definitely something to consider.
Smallcap momentum portfolio (13-06-2024)
kindly share the weekly scrips update as usual, if possible.
Indian Defense Sector (13-06-2024)
Is Cochin and Mazagaon in Autonomous platforms as well or this is first timer advantage for GRSE - thanks for the help
Tata Consumer Products Limited (TATACONSUM) (13-06-2024)
Is this higher capex because of the new coffee facility in vietnam or any other more investment in vietnam?
Also anyone has thoughts on why company chose vietnam for this new investment and not India, both bein Asia Pacific region only?
Dic: Invested. Top holding hence highly biased & critical. Post for learning purpose only.