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Posts tagged Value Pickr
Yatharth Hospital & Trauma Care Services Limited (11-06-2024)
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Tinna rubber – recycling a rubbery growth path (11-06-2024)
I think honorable minister Nitin Gadkari back as minister for road transport and highways is a big boon for this company.
Discl: Invested and biased.
Tinna rubber – recycling a rubbery growth path (11-06-2024)
I think honorable minister Nitin Gadkari back as minister for road transport and highways is a big boon for this company.
Discl: Invested and biased.
KEI Industries Ltd – A consistent performer over the last decade (11-06-2024)
I fail to understand what justifies a PE of ~70 for a company giving a sales guidance of 16-17% (Optimistic case ~20%) and similar PAT growth. I really like how the company has grown over the last 5 years and management attitude. But can anyone provide guidance on exit framework strategies here. All my reading says we should never sell a winner, but what if the PE is off the charts and any, even slightly, disappointing result can cause a meaningful correction in future. Looking for guidance here.
Disc. Invested since a long time
Indian Energy Exchange (IEX) (11-06-2024)
in case they manage to get uniform price implemented, what will be impact on IEX? will there be any need for IEX to exist at all?
SKM Egg Products – thinking out of the shell (11-06-2024)
I have gone through the video; it was impressive their strategy.
However, do consider their target audience.
They are targeting the people who are ready to pay a premium for hygiene, packaging, and branding.
Their products are more towards the ready-to-eat segment.
I don’t think those are a competitor for SKM since their target audience is only at metros as of now at least.
Maybe if they start looking at Tier II and below cities and exports, then they turn to competitors, and I believe it may take a while.
But the main goal is that they want to target the unorganized more than the organized as per my understanding.