The PE is 16 because of tax refund in Q3 of 300+cr
Posts tagged Value Pickr
Time technoplast (26-05-2024)
The stock did not shoot up because of announcement of sale of hydrogen- it shot up on the news of 50 percent stake sale in the subsidiary of Middle East, showing managements commitment to reduce debt. The management has been very clear that hydrogen is proof of principle and a prototype that has got approved - and as of now because of the ambiguity in future of fuel sources of automotive engineering, management is being prepared to have first mover advantage. The extreme short term bearish or sideways view may be correct because it seems the market doesn’t like 15 percent guidances nowadays, but the company is exactly walking the talk and at the exact same timeline they said. The concall had terrific clarity about growth runway and management vision. The new capex will come online this year and may be a trigger for rerating - also the management said that the LPG order may be announced in 15 days or so because they are already continuing to deliver - that may also be a short term trigger for an upmove. It surprises me that all news is in public domain and yet at announcements and results we keep reacting at 4-5-10 percent stock movements.
The harsh portfolio! (26-05-2024)
Hello Harsh Sir, Mayur uniquoters have given a sale guidance of 20 % increase for Fy 25. Also they have indicated that the margins will be in the range of 20 to 22 %. Given that they have done well in Q4 fy24 what is your take on this please
Time technoplast (26-05-2024)
Also regarding Hydrogen cylinders - after the announcement of which the stock shot up - sales is yet to begin and demand is not certain. this company’s management has also highlighted in the concall.
ValuePickr Pune (26-05-2024)
I am from Pune . Would like to join if meet is happening
Varroc Engineering Ltd (26-05-2024)
Varroc engineering is a turnaround story they recently got an order of 8500cr and 40% of that is for EV vehicles. This stock is available at a PE 16 and market cap close to 8,600cr, which same as its recent order of 8,500 cr. As per my sources a big investor is doing bottom fishing at current levels of 575. My view is positive as the 2-wheeler industry is coming back to pre-covid levels. Expecting all time on charts soon!!
HCC – Infra giant with massive turnaround story! (26-05-2024)
Can you share news source or Link please
Tracxn Technologies (26-05-2024)
Hopped on the recent call, Tracxn wants to bet on the Bloomberg model of sorts, they want to establish their software in educational institutions so that the graduates who enter PE or VC later are familiar with Tracxn’s software and choose them over other service providers such as Pitchbook. Long Shot?
DC: Invested
Paras Defence and Space Technologies Limited (“Paras Defence”) :- Big News ! A Potential Investment Gem? (26-05-2024)
Hi @duvvurib you should wait for breakout and retest in this scenario. This sould take out the fear of a breakout failure.