Posts tagged Value Pickr
SastaSundar Ventures Ltd (a new venture in the nascent epharmacy space) (28-05-2024)
Sastasundar looks very interesting.
IDFC First Bank Limited (28-05-2024)
More equity dilution… not a good sign…
book value will erode further… leaving little room for share price to growth given the current valuation, unless profitability increases considerably which looks uncertain
Uniparts India Limited (28-05-2024)
I would agree, Uniparts as much as they discuss they are agriculture related it is important to appreciate that in the US agriculture trucks are much higher HP than what we see in India. So firstly, Uniparts is not as agri focused as they might highlight. They saw strong revenue numbers in Covid due to people using their tractors for leisure in the US but with inflation and other things going on people have left this behind. Uniparts is more linked to discretionary expense as opposed to agri cycle. If you see their customers John Deere have actually done well on Higher HP segment but lower has suffered which is where Uniparts participates.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (28-05-2024)
No worries @anna. Thanks
Uniparts India Limited (28-05-2024)
Ma’am, you are correct but in my opinion the company is stuck in the agriculture downcycle where a lot of destocking is happening. Case in point: Agrochemicals which is in the same industry
The company has repeatedly pointed out that 2021 margins were abnormal and the stable state margins are 21%,14% and 7% at EBITDA, PAT and FCF levels.
Disclosure: Invested
Uniparts India Limited (28-05-2024)
Someone posted their analysis of Uniparts on Twitter:
Tata Steel – Would be merger be of any value? (28-05-2024)
You might have got an allotment letter OR might get one soon about this fractional entitlement.
Usually fractional entitlement shares are clubbed together under a custodian, sold off, and the proceeds distributed among the shareholders based on their fractional entitlement. this might take upto a few months, but contact the company RTA to get exact timelines, etc.
Goodluck India Ltd (28-05-2024)
Q4 FY24 results
Rev up 18%, EBIDTA up 21% YoY
EPS at 11.3 vs 10.3 YoY
Value added products sale volumes increased
by 39% in FY24+Strong demand for critical steel bridge
+VE commentary for Defense+Aerospace arm (New facility progress under schedule)
CFO - (46 Cr) vs 65 Cr
Receivables saw a sharp hike, need to be tracked
FY24 EPS - 46.41 vs 33.31
Saw large volumes today in last 30 minutes. valuations doesn’t look stretched and with demand in future, I feel management is walking the talk.
whats everyone’s opinion on this?
Discloser : having tracking position, not any investment advice.
Tata Steel – Would be merger be of any value? (28-05-2024)
A silly doubt - Some one please clarify. There was a stock merger of Tata steel BSL to Tata Steel in the ratio 15:1 , I held 2000nos of Tata Steel BSL , hence 133.33 nos of Tata steel must be received , however i received 133 nos , what will happen to the fraction 0.33nos?