They don’t speak much in AR. Conservative in words. Demand revival will be met with huge capacities built causing increased production. Increase in sale plus margin improvement plus increased realisation !
Posts tagged Value Pickr
Dynemic Products (04-06-2024)
Screener.in: The destination for Intelligent Screening & Reporting in India (04-06-2024)
Hey, The formula that we use to calculate the PEG ratio is PAT/Profit growth 5 years. We take the historical PAT growth for the above calculation
Screener.in: The destination for Intelligent Screening & Reporting in India (04-06-2024)
Hey, The formula that we use to calculate the PEG ratio is PAT/Profit growth 5 years. We take the historical PAT growth for the above calculation
Research report (04-06-2024)
Hi @Deon_D_Almeida I believe reading through the management commentary from the annual reports is the best way to research about a firm .
But if you still want the research reports i guess reading through the reports of motilal oswal is a good starting point .
@Community Members please add to this if i am missing something
Mudit’s Portfolio (Stage Analysis + Relative Strength) (04-06-2024)
thank you @Mudit.Kushalvardhan for the guidance
Heritage Foods Ltd (04-06-2024)
There might be some political flavour to it but largely the rally was driven by stocks under Rural Consumption theme defying the crash. This happens to be one of them.
Heritage Foods Ltd (04-06-2024)
Chandrababu Naidu has won the state elections. The stock price seems to factor in Andhra state’s market as it was majorly pushed out during previous government’s period. Is the company reflecting fundamentalsad expected growth or is going up the hype train?
Punjab Chemicals & Crop Protection Limited (PCCPL) A Clear Runway Ahead! (04-06-2024)
1 good point was: for multiple future looking questions, management didn’t commit any number and kept the answer open ended. In an uncertain market, it is good to be honest that we don’t how situation may unfold.
1 not so good point I observed management saying “its industry wide phenomena”. Yes everyone is affected but it can’t be repeatedly used as a shield to justify your own performance.
Another point is, they want to do Rs. 1000 - Rs. 1500 cr additional sale in next 1 - 3 yrs, for which they will need to do capex of ~ Rs. 200 cr. Since, they don’t have much of cash balance, large part of it will be debt funded, thereby stretching there D/E further.
Disclosure: already Invested and added further in today’s market meltdown.
Digispice – play on the rural economy (04-06-2024)
Hi @Nash
The kirana wala hepls in both withdrawing and depositing money so you have to take the net effect into consideration.
The transaction is done through AEPS and it takes place from the bank account of the customer.
Oil India- has its time come? (04-06-2024)
Today’s 10-18% correction in ONGC and OIL stocks just shows how disconnected their rallies have been from reality. When oil prices have been stagnant globally and production of these companies continue to decline, and them being run so inefficiently, market was giving them premium on one pretext or the other.
Hopefully from here onwards, earnings take over.