Posts tagged Value Pickr
Summit Securities is a Value buy among holding companies (21-12-2015)
@thotapathi – being topic starter, you have not disclosed your holding in the stock.
This thread is locked for lack of compliance of the topic starter.
Electric Cars/Bus :: Call it a Disruption? (21-12-2015)
The cost of imported Li-ion batteries is very high when compared to indigenous ones. So it is very important that we look for domestic candidates very carefully.
If govt/ISRO shares the current process with domestic makers (last I heard, govt/ISRO is patenting the process), electric battery will be just a commodity. If someone like Amara Raja can come out with own and better (cheaper) version, then we may actually have a winner.
Renaissance Jewellery (21-12-2015)
The outlook for the industry is positive
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According to a report by Research & Markets, the sector in India is expected to grow at a CAGR of 16% over 2014-19. (Source: Annual Report 14-15 Renaissance Jewellery)
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Provisional gross export of gold jewellery for the period April 14 – March 15 at US$ 9852.18 million shows growth of 17.77 per cent (over the comparative figure of US$ 8365.68 million for April 13 – March 14. Provisional gross export of Silver Jewellery for the period April 14 – March 15 at US$ 2054.52 million shows growth of 39.29 per cent over the comparative figure of US$ 1475.02 million for April 13 – March 14. (Source: Annual Report 14-15 Goldiam)
Outlook seems to be positive. Moreover management has stated they can ramp-up the production without significant capital expenditure. The company is already present in Bangladesh ( The value add for the company is manufacturing jewellery out of raw Gold, Silver and manpower being cheapest in Bangladesh give a clear competitive advantage to the company)
All said please be warned that some borders have expressed the concern that the whole industry is not transparent.
Steel Strips Wheels Limited – Attractive Valuations (21-12-2015)
@Bhavya,
Thanks for sharing an interesting Idea.
I googled about Kalink and seems to be a good company . Further Kalink Co has manufacturing facilities at South Korea and China with a total manufacturing capacity of 4.5 million wheel rims per annum and is supplying to major original equipment manufacturers (OEMs) such as Volkswagen, Nissan and Chrysler, etc.
@Gaurav,
Here is the exact comparison between the 3 listed players (Fig in Crores).
All are in same league, i am also feel that PE re-rating is possible in SSWL.
Disclosure: Initiated a small position today @380rs.
Granules India Ltd (21-12-2015)
breaking news…Granules India Ltd has informed BSE regarding a Press Release dated December 21, 2015 titled “Granules India’s two facilities located in Vizag (Andhra Pradesh) and Jeedimetla (Telangana) completed U.S. FDA inspection”.
no observations for vizag facility and 3 for Jeedimetla
http://www.bseindia.com/corporates/ann.aspx?scrip=532482&dur=A&expandable=0
UFlex Ltd – Short term opportunity? (21-12-2015)
On Feb 18, 2014, IT raids were conducted and bogus sale documents worth 100 crores were found:
Duke Offshore – Hidden Gem? (21-12-2015)
I was also thinking about 10 boats award and IFR event. Is this 10 boats contract is separate from that of IFR event?
Electric Cars/Bus :: Call it a Disruption? (21-12-2015)
I agree – getting the right solution in place to get the batteries instantly charged would be the turning point. Unless and until the government figures out a way to leverage the existing ecosystem for the recharging process, getting mass usage for electric cars will be a huge challenge. We need to reach a point where I can go to a charging station and get my kit replaced with a charged one and continue with my journey.
But I agree that this is the next big thing. Probably will take 10-15 years.