Value_hunt

Value Investor | India | Long Term | Learner

Here to share my journey on understanding market dynamics and investing in general.

[Value_hunt @Valuehunt1]

@Gconsilient Where can I find the full document?

[Value_hunt @Valuehunt1]

@AkashMittal_7

[Gaurav Dalmia @gdalmiathinks]

Interesting chart on profit concentration in the Indian stock market.

[Value_hunt @Valuehunt1]

@AkashMittal_7

[Intrinsic Compounding @soicfinance]

Indian Market Share increasing in HomeTextile Exports to USA.

[Karan Sharma @karansharma_09]

While opportunity for infra EPC companies continue to go up here is a list of companies marked in red that have mostly ceased operations. Only a handful remain

[Value_hunt @Valuehunt1]

@AkashMittal_7 see this thread

[Value_hunt @Valuehunt1]

@sumitkbehal Pay off ~30 lacs to govt. as tax 😀

[Shreenidhi P @nid_rockz]

As requested by people to share good results names after results season ends, HERE WE GO...

Final Shortlist of good Q1FY24
#GOODQ1FY24

Mfg/Pumps/Engines/Valves:
Kirloskar brothers
Kirloskar oil engines
Roto Pumps
KSB
Shanti Gears
Triveni turbines
Siemens
ABB

Banks/NBFCs:
ICICI Bank
Karur Vysya Bank
Bank of Maharashtra
Canara bank
Union Bank of India
Manappuram finance
IIFL Finance
Five Star Business Finance
Homefirst
Aptus Value
Poonawalla
PNB Housing
Bajaj Finance
Shriram Finance
UGRO Capital
Repco Home

MFIs:
Ujjivan small finance bank
CreditAccess Grameen
Fusion Microfinance
Spandana Sphoorthy
Suryoday SFB
Arman financial services

Hospitals:
Narayana Hrudayalaya
Yatharth Hospital and Trauma Care
Indraprastha medical
Kovai Medical
Medanta

Construction/EPC/Engineering:
ITD cementation
NCC
Powermech
Elecon Engineering
Action Construction Equipments
PSP Projects
Anup engineering
International Combustion
HG Infra
Thermax
Ramky Infra

Jewellery:
Senco Gold
Kalyan jewellers
Thangamayil
Sky Gold

IT:
Dynacons
Newgen
Onward tech
Ksolves
Persistent Systems
KPIT Technologies
Intellect Design Arena
MPS
Saksoft

Paints:
Asian paints
Indigo paints

Cables/Wires/Pipes/Tubes:
Polycab
KEI inds
Paramount Communications
Dynamic Cables
Venus Pipes
Hariom Pipe
Surya Roshni
Bharat Wire Ropes
Jindal Saw
JTL industries
DDEV Plastiks
Welspun Corp

Travel/Accessories:
IndiGo
Rategain Travel technologies
Safari industries
EIH Ltd

Pharma/Chem/LifeSci/Agrochem:
Glenmark LifeSciences
Cipla
Lupin
AstraZeneca
Ami Organics
PI industries
Alembic Pharma
Best agro
Neuland Laboratories
India Gelatine
Nitta Gelatin
Fineotex industries
Abbott
Natco Pharma
Poly medicure
Marksans Pharma
Morepen Labs

Wealth Management/AMC:
Anandrathi Wealth
UTI Asset Management
Nippon
Birla AMC
Angel One
Motilal Oswal Financial services

Auto/Auto Ancillary:
Force motors
SML Isuzu
CIE Automotive
Bajaj Auto
Eicher motors
Hero Moto
M&M
Sundaram Clayton
Wabco
Escorts
Sansera engineering
Bharat Forge
Talbros Auto
Banco products
Endurance technologies
Gabriel

Platform:
Map My India
Just Dial
IndiaMart
BLS international
BSE
63Moons
Balaji Telefilms

EMS/Contract mfr:
IKIO lighting
Kaynes Technologies
Syrma SGS
Focus Lighting
E-Mart
Aditya Vision

Consumption:
Trent
Varun Beverages
Godfrey Phillips
Jyothy Labs
Bajaj Consumer
Linc Pen
Bikaji Foods
Som Distilleries
Radico Khaitan
Ethos Ltd
Bector Food
Foods n Inns
Phoenix Mills
Tasty Bite Eatables
Tilaknagar industries
Wonderla
RedTape

Dairy:
Dodla Dairy
Hatsun Agro
Vadilal Industries

Paper/Printing/Stationary:
Tamilnadu Newsprint
DB Corp
JK paper
Kuantum papers
Satia Industries
Pakka Ltd

Renewables/Clean Tech:
KPI Green Energy
Kingfa Science and Tech
Sanghvi movers

Tyres:
Ceat
Apollo tyres
JK tyres

Defence/Transformers:
Voltamp
Alfa Transformers
Bharat Bijlee
Apar industries
Zen Technologies
Garden Reach
Cochin Shipyard
PTC industries

Real estate:
Ajmera Realty
Marathon NextGen
Prestige estates
Sobha
Shriram Properties
Anantraj

Refractories/Stainless steel:
IFGL Refractories
Vesuvius
Jindal Stainless

Cement:
ACC
Ambuja Cements
NCL industries

OMCs:
BPCL
HPCL
IOC

Textiles/Hometex:
Pearl Global
Raymond
Welspun India
Himatsingka Seide

Railway:
Titagarh Rail Systems
Jupiter Wagons
Texmaco
IRCON
HBL Power
Genus Power

SME:
Dentalkart
Crayons Advertising
Phantom Digital Effects

Don't tell me that names are too much n send list again by cutting short few names
NOT HAPPENING
All of these had good Q1FY24 and are decent comps to explore more😇

[Gaurav Aggarwal @GauravAgg9June]

Reaching out to all owners who have been harassed by @OmaxeLimited for getting their possession and/or not servicing of contractual obligations for @OmaxeCPGN please reach out we are forming a group for joint legal action.
@Valuehunt1 @SreyoStock @ZeeNews @aajtak @News18India

[Value_hunt @Valuehunt1]

@AkashMittal_7 ye stock bhi gaya 😂.

[Aditya Shah @AdityaD_Shah]

Supriya Lifesciences:
Horrible is an understatement

🧪Revenue down 10.2% at Rs 105,cr
🧪EBITDA down 63.4% at Rs 14 cr
🧪Margin at 13.3% Vs 32.7%
🧪Net profit down 76%

[Value_hunt @Valuehunt1]

@AkashMittal_7

[Jiten Parmar @jitenkparmar]

Made a mistake many years back by investing in a decent company of a business group. There were problems in other groups companies. Even the good company sank. Exited at 50% loss.

Not repeating that mistake in a current scenario where I like a couple of companies.

[Value_hunt @Valuehunt1]

@IshanTanna1 At what cagr do you expect book value to grow?

[Value_hunt @Valuehunt1]

@Chins1729 Not really. See screenshot from their annual report

[Value_hunt @Valuehunt1]

@Chins1729 Checked annual report, seems to be driven by finished good. Why is that happening?

[Value_hunt @Valuehunt1]

@Chins1729 Good picks! For Rupa and Lux, Margins are explainable using cotton prices, but for some reason their cash conversion cycle also deteriorated in FY2022 driven by inventories. Why is that? RM inventory or FG inventory?

[Value_hunt @Valuehunt1]

@VVVStockAnalyst What is meant by stage 4?

[abhishek @abhishec_s]

Betting on Sixes

Imagine a dice is rolled. You win if ANY of 1-5 is rolled. I win only if a 6 is rolled.

I roll 3 6s in a row (probability < 0.5%). I roll a 4th 6 & bet on a 6 again for the 5th time.

1/

[Value_hunt @Valuehunt1]

@GauravAgg9June @AkashMittal_7 @Kinzy15151183 @SreyoStock Oyo is no, even if it is last option

[Value_hunt @Valuehunt1]

Reading healthcare con calls. Fortis and Max both highlighted low prices of institutional business as a challenge. Max said we will reduce it to half over next few years. Fortis said what can we do? Kind of gives away why they trade at different levels. @AkashMittal_7

[Value_hunt @Valuehunt1]

@AkashMittal_7 @unseenvalue FDC?