Investor Meet on June 11, after a gap of 5-6 years, Company might be confident of their near future earnings!. Its time to look at this stock now!
Posts tagged Value Pickr
Pratik’s Portfolio – Review (07-06-2024)
Portfolio Update:
Exited - Gensol, WPIL, Kotyark, SJVN, Websol, KPI Green, Antony Waste
Entered - Texmaco Rail, AnantRaj, Shakti Pumps, Shilchar Tech, Lumax Tech, RS Software, SG Mart, Tata Motor DVR
JBM Auto – Moving up the value chain (07-06-2024)
Extremely well written. I would like to answer some of the questions you have mentioned in your post.
Market Share: This data can be directly obtained from Vahaan database. Attached is the data from the last fiscal year. Similarly, month on month data is also available, just search “EV sales May 2024”
Price Point: Calculating this is challenging due to the various variants available. However, according to CESL’s latest tender, the average price is around ₹1.92 crores. For more details, refer to the source : https://www.convergence.co.in/public/images/procurement/March-2024.pdf
Will try to get more information on L2 bidders and pricing on this.
I am also concerned about the lack of commentary from management, especially when you compare it to Olectra. But then again, Olectra’s management has a track record of missing their estimates by a big margin, which is also worrying.
Iris Business Services – Emerging SAAS Microcap (07-06-2024)
Kris Gopalakrishnan, co founder of Infosys and the man behind Prathithi investments has got hold of 5,43,478 shares at Rs 184/share. Positive development.
Borosil Limited (07-06-2024)
apparently, it’s trading around borosil’s valuation multiples, be it p/e, p/b, ev/ebitda or p/s…
Amara Raja Energy & Mobility Limited: Powering Ahead (07-06-2024)
DMI indicator shows positive minor directional momentum which means its in a mild trend.
Good time to enter?