Some excellent inputs.
Spoke to a AVL employee in eastern UP. Record tod sales . expect v good qtr june due to hot weather. sufficient inventory available with AVL so no AC shortage unlike other parts of India.
Some excellent inputs.
Spoke to a AVL employee in eastern UP. Record tod sales . expect v good qtr june due to hot weather. sufficient inventory available with AVL so no AC shortage unlike other parts of India.
Bajaj finance has given 45x returns from the time you posted about it. How you did it man?
When the value of inventory decreases over time due to factors like obsolescence or damage, it is called depreciation on stock. If this depreciation increases, the company’s inventory loses more value, which can reduce profits and affect financial health.
“Zero schedule” typically refers to a situation where production or manufacturing schedules are halted or minimized. This can happen due to “de-stocking,” which means reducing inventory levels, often to manage costs or respond to lower demand. In this scenario, companies stop or significantly reduce new production because they are using up existing inventory instead of making new products.
Hi
Thanks for a conscise summary of concall.
Few things i am trying to understand
Please share if you have an understanding for anove points.
Thanks in advance.
Disclosure:-under watchlist . Studying for potential investment. My views are not to be considered neutral.
I believe next 2 years are going to be tough.
Cayman will come live and depreciation will go up which will impact margins. Expecting ramp up at moderate speed.
NCR cluster improving but most probably won’t have much poistive impact on overall margins as it is still small part of overall revenues.
Can’t expect much growth from Bengaluru and Kolkata as they are already at peak levels.
Key things to watch:
Clinics setup in Bangalore and how they can debottleneck the hospitals and what sort of OPD it can handle as indicated in Q4 concall.
What traction their in house developed applications can gather, very interesting to watch this. As this has the potential to become big in Saas area.
What opportunities they can find overseas as they are sitting on huge cash in Cayman entity.
Don’t expect much from Insurance biz. Immediately as this is going to be long term play.
Next 2 years will give opportunity to accumulate the stock. I’m expecting immense growth coming in in FY29-30 when stars will align again.
Disc.: Invested and biased, will add more at lower levels as this is a very very long term play from hereon.
Fundamentally it looks good, wonder why there has been no major stock appreciation. Looks good for entry once crosses 200 EMA.
Portfolio Update:
Name | Average Price | CMP | Allocation |
---|---|---|---|
Techno Electric Engg | 437 | 1,302 | 11% |
Sun Pharma | 735 | 1,446 | 8% |
Larsen and Toubro | 1,694 | 3,664 | 7% |
Reliance Industries | 1,796 | 2,856 | 6% |
Dixon Technologies | 4,340 | 9,319 | 6% |
Zomato | 92 | 178 | 5% |
ICICI Bank | 883 | 1,117 | 5% |
Tata Power | 256 | 433 | 4% |
RVNL | 109 | 379 | 4% |
Infoedge | 4,095 | 5,674 | 4% |
Dyancon Systems | 574 | 1,198 | 4% |
Fineotex Chemicals | 282 | 354 | 3% |
Artemis Medicare | 100 | 175 | 3% |
Aarti Industries | 579 | 613 | 3% |
Mazagon Dock | 1,076 | 3,190 | 3% |
Motilal Oswal Financial | 1,165 | 2,242 | 3% |
Amararaja Energy and Mobility | 824 | 1,194 | 3% |
Caplin Point Laboratories | 1,053 | 1,291 | 3% |
Oberoi Realty | 936 | 1,817 | 2% |
Godawari Power and Ispat | 482 | 949 | 2% |
PI Industries | 3,132 | 3,532 | 2% |
Ion Exchange | 445 | 516 | 2% |
Vinati Organics | 1,815 | 1,745 | 2% |
Rossell India | 346 | 451 | 2% |
Suraj Products | 526 | 792 | 1% |
Holding on to the core theme of the portfolio with Large caps like Sun Pharma, L&T, RIL, Dixon, Tata Power and Info Edge
Added recent themes in to the portfolio like Infra, EV, Batteries, Defence and Online aggregators
Regards
Prabhu
Zero schedule because of de-stocking?. pls explain
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