As long as Exicom is pursuing stronger growth by exploring the international more mature ev market I don’t think it’s an issue. They are getting more technical inputs from the experience with their inorganic growth.
Posts tagged Value Pickr
Rajesh’s portfolio (30-08-2024)
I have not studied so wont be proper for me to comment
DCX Systems Ltd (30-08-2024)
As per this interview it seems that they plan to achieve double digit margins in next 2-3 qtrs. Hopefully in this FY itself.
Sumit’s Portfolio (30-08-2024)
That would be great.
What is surprising to me is the fact that ALL of the centres have very negative google maps review and despite that there are people who are buying from them and leaving 1 star rating.
I am thinking we should also consider other listed company in this space. Just a thought.
Sumit’s Portfolio (30-08-2024)
I doubt anybody would hand off their hard earned money to anybody after 2 seconds of thought. An HNI wouldn’t just randomly decide the wealth manager while walking down some lane. He would either have had his mind made up to go with larger and more “trusted” manager like HDFC.
Or they would have done some research around what all options are there, brand, past performance, fee model, knowing the manager directly etc.
3B Blackbio DX Ltd (30-08-2024)
Basically no buyback and no NSE listing for another 3 years.
Hariom Pipes Ltd: A Capex Play! (30-08-2024)
Thanks Jhon,
Absolutely correct with your thoughts
From FY25 perspective it looks little expensive around 30-35x PE, but just one yr forward P/E will be back in the range of 15-22x
Market might start discount FY26 earnings if Q2 would show good growth
If holding from lower level then be invested… it would suprise many with its execution skills
Disclosure: Invested & Fully Biased
StageInvesting +Elliot Waves (30-08-2024)
Recently I checked some funds…Uti Nifty 200 momentum and some other funds…they have many stocks, whose charts are not good…they are in stage 3 or stage 4 also
Sometimes I think, if I do it direct stocks, I may do it better