Bharat
@__Bharat1919
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@rajuidesai
Sir, in case of S&S Power Switchgear,
promoter is increasing stake from 50% to 75% percent via preferential allotment at a price of 148 Rs.
Last quarter numbers were very good.
Order book too has increased.
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@_Sandeep09
S&S Power Switchgear : 221 Rs
-> promoter is increasing stake from 50% to 75% percent via preferential allotment at a price of 148 Rs.
> Last quarter numbers were very good
-> Order book too has increased
-> Hired CEO from Siemens last month
> Continously hiring in sales depart
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Stock name: Shri Bajrang Alliance
CMP: 223 Rs
Market cap: 200 Cr
Promoter Holding: 64%
-> Company ventured into Frozen food business in year 2020
-> Company is also working on Essential oils and nutraceuticals business
(1/n)
Company's factory in Raipur
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While renewables companies are trading at 150, 200 PE, there is a company doing a capex of 1800 Cr for import substitute products (PVC, PMB) generating healthy cash from operations and led by strong promoters (Swan energy) and available at very cheap valuation.
#Veritas
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@Tijori1
Enlisted capacity under ALMM Order (AS on 24.01.2024) for below players as follows,
-> Insolation energy : 341 MW
-> Solex : 270 MW
-> Alpex : 248 MW
-> Swelect : 153 MW
-> Australian premium solar : 25 MW
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@tushar9590
Veritas India. (Q4 not announced yet)
The company was taken over by Swan energy sometime around last year.
Company is highly profitable and available below 25 PE.
But, The major highlight is that company is undergoing major expansion of around 2000 Cr.
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@rajendray
During the Listing Ceremony of Bondada Engineering Limited at BSE,
FARUK PATEL of KP group (KPI green energy, KPEL) had nice things to says about Bondada.
Listen what he says from 46 min onwards...
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Sir Shadi Lal it is...
Current price : 360 Rs
Take over candidate by Triveni
Sir Shadi Lal had free hold land valued at 445 Cr vs Current mcap at 189 Cr
This is conservative value, value can be much higher
Note from Triveni concall
Identify the company :
Company is Takeover candidate by a very large company operating in same business.
The company has bought ~25% from the existing promoters at price of 262.15 Rs
Triggered open offer to acquire 26 % at price of 262.15 Rs
Current price of : 360 Rs
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@nishkumar1977
So if crude touches $120 then upstream oil companies like Oil india, ONGC will also be the beneficiary.
Oil india already had a 13 year breakout on charts.
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@darshitpatel84
Stock : Shri Bajrang Alliance.
Please check my thread on this.
Stock name: Shri Bajrang Alliance
CMP: 223 Rs
Market cap: 200 Cr
Promoter Holding: 64%
-> Company ventured into Frozen food business in year 2020
-> Company is also working on Essential oils and nutraceuticals business
(1/n)
Company's factory in Raipur
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@darshitpatel84
Swan Energy is the Promoter of the company.
They took the control from previous owners around the year back.
Just after taking over results have started showing improvement and company is available at just 15 Pe.
It is undergoing a 2000 Cr capex.
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@aditya_kondawar
Fiscal year ending March 2023 numbers
-> Haldiram's recorded snack sales of Rs 9,215 crore
-> PepsiCo's snack sales stood at Rs 6,430 crore
-> Balaji Wafers, based in Gujarat, amassed Rs 5,296 cr in sales
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@itsnitinverma
Red flags.
Promoter is selling since last few days.
PE is low because it includes other income component.
Mcap 47 Cr and sales of last quarter was around 2 Cr and the bottom line looked good only because of other income component.
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A company (
#EFCIL
) with current price 430 Rs
-> raised money via preferential allotment at 282 Rs
-> whose proposed allottee includes names of likes Sageone, Zerodha (Kamath brothers)
-> and then goes on to post phenomenal numbers this quarter.
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@LearningEleven
Sir, are you tracking Veritas India, in which Swan energy took a controlling stake last year at last tranche being brought at ~243 Rs and current price of Veritas India is 524 Rs.
Veritas is making good profit too and Swan taking control can amplify it further.
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Verasco FZE a wholly owned subsidiary of Veritas India.
What interesting I found in the below video that Verasco has taken up another plot diagonally opposite to current plant having area 38700 Sq m which will be used to construct refinery.
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@ankitbahuguna84
S&S Power Switchgear: 250 Rs
-> promoter is increasing stake from 50% to 75% percent via preferential allotment at a price of 148 Rs.
-> Last quarter numbers were very good
-> Order book has doubled
-> Hired CEO from Siemens last month
->Continously hiring in sales depart
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@drprashantmish6
Veritas India doing a huge capex in PVC and PMB.
It is backed by Swan energy.
Last year Swan energy took the controlling stake in the company
Veritas India
CMP : 506
Mcap : 1400 Cr
TTM EPS: 45
PE : 11
Sep 2023 quarter was very good
Dec 2023 quarter result on 30 Jan (need to track if the trend in good numbers continue or Sep 2023 was just one off )
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@LearningEleven
the price as per Asset Approach comes around Rs.1221
and as per Market Approach comes around Rs. 541
They have huge freehold land valued at around 450 Cr on books whose actual value may be much higher.
Reading (attached) from Triveni's concall on how they view Sir Shadilal.
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Veritas India.
Q4 Result on 29 May
The company has planned a mega expansion.
Recent order win from BMC in Geospatial space augurs well and is a new line of business.
Hope the company can win more order in similar space in future.
Veritas India
CMP : 506
Mcap : 1400 Cr
TTM EPS: 45
PE : 11
Sep 2023 quarter was very good
Dec 2023 quarter result on 30 Jan (need to track if the trend in good numbers continue or Sep 2023 was just one off )
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Exclusive |
#Market
to shoot up after Prime Minister
#NarendraModi
's victory in
#LokSabhaElections2024
, says Union Minister
@AmitShah
.
#ElectionsWithNDTVProfit
#NDTVProfitMarkets
Read more:
Watch the whole conversation here:
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- Swan Energy had secured a controlling interest in the Indian listed entity, Veritas India Limited
- The company has acquired 55.01% equity shares of M/s Veritas (India)
- The last tranche was bought at 243.50 Rs
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@darshitpatel84
Oil india 3 months back was trading at around 5 PE with a small mcap of around 35K mcap and thus had scope for upward price movement while Coal India is currently trading at 9.6 PE with a huge mcap of 2.82 Lac crore.
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@EkanshMittal_KW
one more combination,
-> Change in promoter (new promoter coming in and existing moving out)
wherein new promoter having very good credentials
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@unseenvalue
Sir, how do you see branded frozen foods category over next few years ?
A lot of big players are coming in this category, ITC already have a presence in frozen foods and now TATA's too entering in this ready to cook segment.
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@VikramDesa56248
@rajuidesai
When a promoter is increasing stake via open offer or Preferrential or from buying shares from open market,
there is a possibility that promoters are seeing good days ahead for there company and hence want to increase there stake, they have first hand knowledge of there business
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VPPL is the Wholly Owned Subsidiary of VERITAS INDIA.
VPPL is setting up manufacturing-storage-bottling facilities at Dighi port in Maharashtra at cost of Rs 2050 crore
Current mcap of Veritas is 1400 Cr
Read more from Crisil report:
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@SmartSyncServ
@drprashantmish6
Kindly check my detailed thread on Shri Bajrang Alliance.
Frozen foods is expected to have a very good demand in future and company can benefit from this.
Company competes with Mccains, ITC masterchef etc
More details here,
Stock name: Shri Bajrang Alliance
CMP: 223 Rs
Market cap: 200 Cr
Promoter Holding: 64%
-> Company ventured into Frozen food business in year 2020
-> Company is also working on Essential oils and nutraceuticals business
(1/n)
Company's factory in Raipur
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INDIA-CHINA TRADE DATA DISCREPANCY IS ONLY GETTING WORSE
Source : Business standard
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@VikramDesa56248
@rajuidesai
having said that we still need to track the quarterly numbers and see if the numbers are actually improving or not.
In case of S&S Power the last quarter did showed very good improvement in numbers and we need to keep tracking upcoming quarterly numbers too.
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PVC demand in India has been outpacing the production
Any companies in this domain ?
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Identify the company :-
Current promoter holding ~50%
Post the preferential allotment, the holding of Promoter to be 74.98 %
Share allotted to promoter group at 148 Rs
Current price is 267 Rs.
Current Mcap : 166 Cr
Money to be raised via allotment to be around 90 Cr
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@abhymurarka
#toys
Import duty on toys has been increased to 70%.
This is leading a shift from China to India.
Also strong BIS norms are in place for toys now.
From importer of toys few years back, export of toys from india is
gaining momentum.
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Veritas India : Receipt of order
Veritas India
CMP : 506
Mcap : 1400 Cr
TTM EPS: 45
PE : 11
Sep 2023 quarter was very good
Dec 2023 quarter result on 30 Jan (need to track if the trend in good numbers continue or Sep 2023 was just one off )
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@Sunil40412823
in the above session, they mentioned that apart from 1500 Cr order book, there is another 800 Cr order pipeline which included 500 Cr from telecom and 350 Cr solar epc.
#bondada
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@SAnalyst135
@Pritesh7994
Veritas India has market cap of 3900 Cr and sales of 3400 Cr backed by Swan energy.
Note : Also have decent OPM -> making good profits plus undergoing 2000 Cr capex.
Verasco in video below in one of its 100 % owned subsidiary
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@microcp2mltibgr
Ceinsys with TTM eps of 23.96 Rs is still trading below 20 PE.
Company will be beneficiary for Jal Jeevan projects having recently won big order worth 248 Cr in month of Oct.
Chart set up also looking good.
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Identify the company :
Company is Takeover candidate by a very large company operating in same business.
The company has bought ~25% from the existing promoters at price of 262.15 Rs
Triggered open offer to acquire 26 % at price of 262.15 Rs
Current price of : 360 Rs
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@r_laroia
In case of Accent microcell
For the H1FY24 result
Margin expansion was led by lower input cost and lower freight rates
Both plants continue to operates at its peak vis-à-vis book order position
While our new plant with increased capacity will become fully operational by mid-2025
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@dhandhoinves
Most of the revenue is coming from Trading of food products and small part is coming from manufacturing of food products.
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@BeatTheStreet10
Hold does that matter ?
Disclosing order win is not compulsory for any company.
Some company may choose to disclose the order win while some may not.
Wondering before when company did not use to disclose the order win does that mean that company has no revenue or no business.
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@darshitpatel84
The question that needs to be asked is,
"Why the company is in only 2% circuit limit even though the market cap is above 2700 Cr"
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@r_laroia
Compare (Urban Enviro) vs (Antony Waste Handling Cell)
Antony Waste Handling Cell is certainly very cheap
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@microcp2mltibgr
OK PLAY INDIA too is in Electric rickshaw space.
KPT industries, Cmp Rs 225, Electric-Rikshaw Play, 79cr Mcap, PE: 9 and paying Dividends.
Watch here:
Growth triggers:
- Product Mix change
- New Brand Introductn
- Margin Expansion
- Growing user industry
- Expanding distributn
- Auto UpCycle
- GARP
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@Aditya_joshi12
You can check Shri Bajrang alliance.
A thread
Stock name: Shri Bajrang Alliance
CMP: 223 Rs
Market cap: 200 Cr
Promoter Holding: 64%
-> Company ventured into Frozen food business in year 2020
-> Company is also working on Essential oils and nutraceuticals business
(1/n)
Company's factory in Raipur
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@_chartitude
There was a 13 year breakout above ~340 and then it was available at ~6 PE and then as per the report there will be 21% increase in oil production and 51% increase in gas production in medium term which will further improve the numbers.
#oil
#oilindia
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@Finstor85
China has unveiled plans to restrict exports of graphite — a mineral crucial to the manufacture of batteries for electric vehicles (EVs) — on national security grounds, the Ministry of Commerce and the General Administration of Customs said Friday.
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Thank you Sir for kind words.
Good info shared by Bharat.
I want this diggin.
What u all do is, what I write, u all just read that much.
Bad habit. Will take u nowhere.
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The larger company on the takeover candidate,
->> It is strategic fit for us and we believe that it is capable of being turned around by us in a very short period of time
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@StocksTreasures
They had done preferential allotment to themselves at a price of 43.50 Rs
Hence the shareholding has increased.
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@manojgupta1979
Ok play india had issued 75,00,000 warrants to promoters and 60,30,000 to non promoter group.
On full conversion the promoter holding will increase to ~58%.
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@rajuidesai
Sir, What i meant over here was that, after buying based on so many positives we still need to keep on monitoring the results and even any other new developments taking place in the company which further increases the conviction.
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@drprashantmish6
This company is doing huge capex in PVC and PMB.
Backed by Swan energy
Do check.
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@ankitbahuguna84
#toys
#tailwind
1) Import duty on toys has been increased to 70%. This is leading a shift from China to India.
2) Also strong BIS norms are in place for toys now.
3) From importer of toys few years back, export of toys from india is gaining momentum.
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Integrated foods company Shri Bajrang Alliance, that operates the brand Goeld, is eyeing 59 per cent revenue growth to Rs 270 crore in 2022-23, on the back of growing demand for frozen food products
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Strong hiring data for CEINSYS and also for Allygrow (Wholly Owned Subsidiary of CEINSYS) posted over last few days
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@rajendray
Oriana Power Ltd. secures a contract valued at ₹ 100.2 Crores for setting up of 29MW
and whereas
Bondada secured 9.5 Cr order for Supply, Service, Erection, Testing Commissioning
of 16.5 MWp Project
So per MW difference here is huge between 2.
What am i missing here ?
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RPSG Ventures informs about Potential of listing of the FMCG business in future
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Russia now buying Indian stocks, govt securities, to address accumulation of rupees: Report via
@deccanherald
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Shri Bajrang Alliance shareholding (June 2022)
The promoter holding is ~64%
The below shareholders which are under public shareholder are part of the promoter family/group and holds around ~9.5% separately
Combining this to promoter holding, the total comes to around ~73.5%
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@rajuidesai
Sir, this stock has run up a lot but still available at 13 PE,
with huge capex planned of 2000 Cr (current mcap 2400 Cr)
and backed by strong promoters.
Veritas India
CMP : 506
Mcap : 1400 Cr
TTM EPS: 45
PE : 11
Sep 2023 quarter was very good
Dec 2023 quarter result on 30 Jan (need to track if the trend in good numbers continue or Sep 2023 was just one off )
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@EkanshMittal_KW
In one such case, a promoter increased his holding from 50% to 75% via preferential allotment at a price of 148 Rs,
Important to note that the 52W low was just 22 Rs and promoter allotted shares to themselves at 148 Rs
Current price is 221 Rs.
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@MeetshahV
How do you see Sir Shadilal, takeover attempt by Triveni.
Now that the existing Management (Lal family) is of the view that fair price of open offer is above 1200 Rs.
Given the current price 337 and open offer by Triveni at 262 Rs how does the situation now stack up ?
Your views.
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Thank you for kind words.
@__Bharat1919
sir your company analysis & indepth study regarding small caps companies is super !!
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@rohaninvestor
OK PLAY INDIA recent tieups with MGA Entertainment (US based one of the largest toy company) and Australia based Kmart (10 billion dollar group) for contract manufacturing for there renowned brand ANKO looks promising.
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"Italian startup testing PV sleepers on railway line"
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