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Likhitha Infrastructure: CNG Infrastructure Play in India
Hi All, Starting my first topic in ValuePickr on a small-cap company by the name of Likhitha Infrastructure (BSE 543240, NSE LIKHITHA, CMP 354, PE - 16x, PS - 2.8x, EVEBITDA - 11x). Listed on...
View ArticleGlobal offshore
*Global Offshore turnaround visible Turnaround possible company has good assets, re structured debt, strong promoter. Transformation from low base to high base generally will impact Balance Sheet Eq...
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Olectra Greentech - Electric Bus Opportunity
Background Goldstone Infratech Limited is registered in the year 2000 with their only product segment as electric insulators. The company got listed in the stock exchanges in the year 2002.The...
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Management buying own stock but concealing expansion plans from BSE
I am a shareholder of Ishita Drugs and Industries Ltd. I started buying this stock last year around July/August after I read their application for expansion. They are a pharma company into...
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Ethanol - Sugar stocks
For past few months hearing of Ethanol story and how Sugar companies can benefit from it in coming years. Currently all sugar stocks have moved to 52 week high. Is still upward movement is there or...
View ArticleWebsol energy system ltd
Websol Energy Systems Ltd The company is one of the leading players in the solar photovoltaic cells and modules manufacturing segment. The Company enjoys a prominent presence in this sector due to its...
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Minda Corporation- An Auto Ancillary Catering to EV OEM's⁹
We all know about Minda Industries as a well recognised EV stock , but few of us know about Minda corporation which is also in to a completely different set of products being supplied to EV. Sometimes...
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Inflame Appliances
Inflame Appliances The company is engaged in the manufacturing of glass gas stove/cooktops; hobs; and chimneys. They are selling these under their own brand, Inflame, in the domestic and overseas...
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StoveKraft - Kitchen Appliances Company
The company was incorporated as Stove Kraft Private Limited in 1999 and converted into a public limited company in 2018. Industry Overview The kitchen appliances market comprises instruments or...
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Ksolves - a newage software development firm
Overall macro trends in IT industry - Software development firms offering IT services while transitioning from old technologies to new technologies/offerings such as Big Data, AI/ML, Blockchain,...
View ArticleCONCOR, Leader in containerised freight transport
Business introduction - CONCOR being a market leader in containerised rail freight transport it is now having the largest network of 60 ICDs/CFSs in India (58 terminals and 3 strategic tie-ups). In...
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Dhunseri Ventures - An MF with a business or vice versa. - PET, BoPET and...
TL;DR; - Deeply undervalued business which has its own mutual fund (effectively), with a second line of business opening up. Note - there is a thread on Dhunseri Petrochem but that no firm no longer...
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Olectra Greentech - Electric Bus Opportunity
Background Goldstone Infratech Limited is registered in the year 2000 with their only product segment as electric insulators. The company got listed in the stock exchanges in the year 2002.The...
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Par Drugs & Chemicals Ltd
Overview Par Drugs & Chemicals makes API’s & Fine Chemicals for domestic as well as Exports Market Business They have 2 business verticals namely - APIs & Fine Chemicals. 72% of Revenue...
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CG Power & Industrial Solutions Ltd - Capable management, good business &...
Background CG Power & Industrial Solutions Ltd (CG Power) is a leading capital goods & engineering company with a diverse portfolio of products across electric motors, railways, transformers,...
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BCL - Ethanol Story Pick
The India ethanol story can be played through a builder like Praj Industries or sugar molasses companies or the grain alcohol companies. Amongst the grain alcohol companies 4 come to mind Globus...
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ANG Lifesciences - Will it prosper or perish?
ANG Lifesciences Introduction: “ANG Life science India limited is a leading pharmaceutical company engaged in the business of manufacturing and marketing of finished pharmaceutical formulations across...
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Autoline Industries
Autoline Industries is engaged in manufacturing sheet metal components, assemblies and sub-assemblies like Foot Control Modules, parking brakes, hinges, cab stay and cab tilt, exhaust systems, tubular...
View ArticleHealthium Medtech IPO discussion
Brief overview: Healthium Medtech is the largest independent medical device company in India. It is a leading player in the surgical consumables market in India and urology collection devices market...
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Axis bank - Turnaround imminent
Axis bank is the 3rd largest private bank and is trading at a discount to its peers. On the liability side their CoF is just 3.6 with a good number of CASA accounts. The SA accounts have high AMB’s...
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