Good results according to me. Let’s see how market reacts today.
Posts tagged Value Pickr
Mudit’s Portfolio (Stage Analysis + Relative Strength) (28-05-2024)
I believe they have given a very rally for couple of months. May be “Buy on Dip” can be the strategy.
Piccadily Agro Industries Ltd (28-05-2024)
A bottle is costing 4360 in Bangalore on 28May24.
Packing date is April 24. Also, the supply seems to be better now. 3 months back, the same shop keeper was telling that there is demand but no supply as the factory is in North India.
Asking community for help (28-05-2024)
Hey Sipun,
Love the initiative! How about a feature that can go through let’s say the past 4 concall transcripts and give a timeline of certain projects and expected completion? This can come in handy for visualizing what guidance management has given for capex, debt reduction or even revenue growth, etc.
IDFC First Bank Limited (28-05-2024)
f7f90415-efc3-486e-9190-0d8839642e56.pdf (229.8 KB)
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I was expecting this mandatory annual equity dilution to happen as late as possible during this F.Y. at a better price than last time…
But looks like fund raise will happen in 2nd quarter itself and it may not happen above 90 rs.
Asking community for help (28-05-2024)
Probably veterans can add more, but one use case I see is there is a lot of information hidden in concalls, investor presentations, annual reports, credit reports etc.
If we have a chatgpt like interface where we can get summaries of the reports or if we can do a Q&A in context to these materials it would be great.
Just go thru forum, you will see post after post, people summarising the concall, annual reports etc… so this tool can assist them…
Mindteck – IoT play (28-05-2024)
Hi, What is your opinion now on Mindteck. They have expanded to semiconductors space so looks like an interesting buy.
Mindteck – IoT play (28-05-2024)
This company popped up in my yesterday. They have now expanded to semiconductors, looks like interesting buy at 200-250.
Long term bonds (28-05-2024)
Things have turned around now and the long duration fund would have changed direction, to rhyme with the yield scenario now. I would say that, long duration bonds have to be treated as loooong duration and not see every 2-3 days…
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (27-05-2024)
Some thing which is beyond our understanding is there, RM cost increased slightly but It should be mitigated by the higher ethanol prices.
In Q3 call also Kushal told that new harvest will decrease the maize price but nothing happened in Q4, so I am not expecting any softness in the prices and improvement in margins.
Only WB 100KLPD numbers will be added from Q1 onwards, no more further triggers