DHP India
Stable results, of a stable company backed by strong balance sheet.
JHS Svendgaard
Good performance continues by the company.
Cupid
Average results on back of steeply rising input costs. Company sitting on decent orderbook but markets also looking cues for further growth and further top management inductions. Press release.
God Bless !!!
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Thanks Ace ,God bless Raj
Dear Ace,
How do you see JHS capital allocation strategy. Not able to clearly understand what exactly they gain setting up Patanjali stores in airports with full investment being done by JHS (50 lakhs per each store and 100 such stores are being planned) and selling all their products in stores. Also Nikhil was mentioning that OPEX is also been done by JHS like rentals,staff etc and left out profits would be shared across. Except gaining some eyeballs and strengthening the relationship with Patanjali, do you see anymore scalable benefits out of this?
Thanks
Shyam
it looks like your typical franchise model. This though has some short term capex but it could be a interesting play in future. Let’s not forget Airports have highest sales conversion ratio of close to 85%. Also, this will increase partnership between these two comapnies which could result in increased manufacturing contracts from patanjali too. And the wild card could be some sort of franchise agreement with patanjali for pan-india….so basically possibilities are endless and long term its a joker in the pack.
Dear Sir, Thanks for update.
Sir, can we have any new recommendation for this year ?
yup… surely… things are falling in place…. but pls understand that i dont “recommend” anything but just give my personal views on some of the companies i find interesting.
Thanks Sir. Looking forward to see your view on new stock soon.
Thanks for ur valuable update and it is useful for small investors like me to understand the balance sheet.
God bless u
Sir,please share your views on TI Financial holdings.
no views.
Ace still can we consider Southern Bio-tech for their assets quality. No update for anything from company i called them so many times.
it needs to do something about its debt also. I hope it does something soon.
Dear Ace, Thanks for the update, any views on Lakshmi Finance & Industrial Corporation Ltd please.
sorry, no view
Keep going ACE kind regards raj
Ace,
Just wanted to share that i came across this website : https://getsecondnature.com/ This is the brand under which Freshtrop Fruits is selling RTD products.. If they succeed in this business then sky is the limit for them.
Thanks again for bringing this company into our notice.
hi ace whats ur view on action construction eq.
thanks
decent at significant declines.