Something light 
Applicable for all the guys who also look for technical-levels before buying.
Posts tagged Value Pickr
StageInvesting +Elliot Waves (25-07-2022)
Himachal Futuristic communication (25-07-2022)
Results do look bad. The reason given for registering a 42% year-on-year decline in profit at Rs 53 crore for the quarter ended June 2022 was because of the spillover of service billing followed by non-availability of required infrastructure from the customer end and continued shortage of semiconductors. Revenue declined 13% to Rs 1,051 crore during the same period, however exports grew by 167% YoY, with strong order book worth more than Rs 5,300 crore as of June 2022. So, I will hang on for another quarter to see how’s its trending then.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (25-07-2022)
Great results! Q1 profit jumps more than 4-fold to Rs 7.34 crore, total income more than doubles to Rs 123.8 crore. The company has recorded a 332% year-on-year growth in profit at Rs 7.34 crore for the quarter ended June 2022, compared to Rs 1.70 crore in same period last year. Total income jumped 141.4% to Rs 123.80 crore during the same period. Revenues and PAT up both QoQ and YoY. Has anyone noticed anything negative in the results? Thanks.
Manjunath.c.a’s (CAMS) PORTFOLIO (25-07-2022)
Thanks for the suggestion.
On Pharma, you are right… I will exit some if there results are bad for couple of quarters.
TechM and HCLtech – will replace with LTTS or ELXSI.
Thanks for your time…
Ultramarine & Pigments (25-07-2022)
If anyone can share the AGM recording or/and transcript, it will be very helpful. Cannot attend due to some reason.
IDFC First Bank Limited (25-07-2022)
I believe in the chaps at KMB.
They can pull off 15% growth for another decade.
IDFC First, can fall either way. If they make good on their guidance, it will be positioned somewhere between Bajaj Finance and KMB. Cuz, its retail focused, where margins are high, book is granulized, no DSA (better margins), at the same time cost of capital is only a little higher than KMB.
Bajaj Finance is trading close to 9 PBV and IDFC First is around 1
Sona Comstar BLW – Direct EV Play (25-07-2022)
For the first question:
Insourcing is a definitely a possibility .
It takes about 2-3 years for a new component to be developed, refined, adapted, tested and released together with the OEM. With such long lead times, once you get in, a product is basically locked in.
I would also assume that for the OEM, if they decides to insource, they can do it on a slightly shorter notice and when it happens it could potentially affect a line of products . It might have a large impact on Sona .
See this is what Vivek Vikram Singh also said – Sona is creeping up the value chain leaving OEMs with integration , labelling and selling. I think he is unsure how things will pan out in the future.
We could see Auto go the notebooks way…or given how govt subsidies drive Auto companies worldwide : a push in insource.
Godawari Power – Any Trackers? (25-07-2022)
This is what happens when one doesn’t own the raw materials.
Sales price fell 15% but raw material inventory which has been bought at high market prices is at high cost, plus depreciation and interest cost is super high- so, your EBITDA falls 50% and net profit falls 80%- none of this is applicable for GPIL.