this is a great analysis.
Posts tagged Value Pickr
Power Mech Projects – Not a typical Power Infra Company (29-05-2024)
Order from BHEL.
Steel Strips Wheels Limited – Attractive Valuations (29-05-2024)
Debt levels are comfortable and they can service it with surplus cash flows and internal accruals which they have already said in their earnings call. I still feel it is undervalued considering the valuation of Wheels India. Holding it.
INOX Wind (29-05-2024)
They did clarify that it will be infused back to IWL.
ef7faa40-3f75-49ff-899c-7898dea6bd55.pdf (871.4 KB)
" Inox Wind Energy Limited raises ~ Rs. 900 Crore through Sale of Equity Shares of Inox Wind Limited; significant step towards completely deleveraging external debt in IWL
• Inox Wind Energy Limited (IWEL), the promoter of Inox Wind (IWL), successfully raised ~ Rs. 900 Crores through sale of equity shares of Inox Wind via block deals on the stock exchanges
• Transaction witnessed strong participation across marquee Institutional Investors"
The funds raised are proposed to be infused into Inox Wind Ltd to pare down Inox Wind’s debt and augment the working capital needs of the company thereby strengthening its balance sheet further.
Companies With First ever concalls OR Investor Presentations (29-05-2024)
Anlon Technology conducted 1st concall yesterday, Good insights about an SME company in a niche segments. Here’s the recording:
INOX Wind (29-05-2024)
You will keep holding this till election results or after that?
E2E Networks Ltd – Listed small Cloud computing player (29-05-2024)
The good top line growth on QoQ and future capex plan. Listen to concall to get more clarity.
Unihealth Medical Consultancy – The Caplin of Hospitals? (29-05-2024)
The story of Unihealth is shaping up quite well. With expansions in bed capacity, superspeciality servies, new consultancy projects and increasing distribution sales, there are many growth drivers in place to achieve very good medium term growth.
With lack of competition in Africa, there shouldn’t be any competitive pressures on the company that can hamper its growth plans. (In India it remains to be seen how they shape up against their competition)
The management is also extremely competent in the way they’ve scaled the business and how they communicate their future plans
Only real risk is currency depreciation as it played out this year. But management is taking active steps against reducing this risk.
Also, cash flows, working capital and margins should increase once superspeciality services, consultancy services and newer geographies start contributing to its sales.
So, business quality wise as well, the company is in the right direction.
DISCLOSURE: INVESTED AND PLAN TO ADD MORE AS THE COMPANY EXECUTES ITS PLANS
Zen technologies – A micro cap in the defense space! (29-05-2024)
If current govt comes in power then the stock is available at cheap valuation, 850 cr sales with OPM 35% min we are looking at 25 RS Eps and we will have 2000 cr order book if BJP comes back otherwise very difficult to get same movement as past.