Hi with respect to Apex Frozen Foods you said the company has very little debt however short term borrowings have increased from Rs 91 crores in FY 22-23 to Rs 107 Crores in FY 23-24. You have also mentioned that expansion with respect to capex have been made majorly through internal cash accruals however if we see the cash position on a YOY basis the it has been the same ie Rs 10 Crores in FY 22-23 & FY 23-24. Seems there is some misunderstanding here from your side.
Sir, I analysed it from a big picture perspective. The details should be skipped in my view if the business is fundamentally strong and valuations attractive.
Arkade,Nuvoco,Novaagri, Tatatech,Emil,Rushil,Filatex, Hathway,Apex Fully subscribed ipo and others now at discount price. Fii dii also increase their stake.can enter pls suggest
Investors of Aqua Frozen Foods can also consider King's infra ventures limited to the same aquaculture business with an average of 16% roc for the last 3 years. The interesting part is that management has decided to monetize their real estate assets, which is more than the current market capitalization of 350 crs. and recently they have started Kings Frigo - freshly frozen, Kings Bento - Ready to eat, Kings Martitech eco parks - 100 Eco Mariculture Units (EMU), and Kings Healthcare products - Antibiotic free.
Not covered future potential, reason for roe crash and reason for being optimistic in detail. Bty, holding position in avanti feeds for long terms. Wish you have covered business/product niche for heranba as there are much better players in same segment
Although there could be better players but it is also about risk-reward. A silver at the price of bronze is a better option than gold at the price of gold.
There is a thin line between a calculated bet and fluke and by ensuring that the stocks have strong fundamentals as well as balance sheets, we think we r taking a calculated bet.
All the recommendations defies the logic put forward in the first full half of the video, as all of them have a falling roe as per you and where convergence will take place nobody knows, may be at zero or even below.
1 APEX FROZEN FOODS exports shrimps 3decade can ROE 20% Interesting ROE
2 HERANBA roe crash 8% avg ROR 26%
4 SUPRIYA LIFE SCIENCE
Apex frozen foods Ltd
Heranba ltd
Supriya Life science ltd
Already have this stocks in my portfolio 😮
Hi with respect to Apex Frozen Foods you said the company has very little debt however short term borrowings have increased from Rs 91 crores in FY 22-23 to Rs 107 Crores in FY 23-24. You have also mentioned that expansion with respect to capex have been made majorly through internal cash accruals however if we see the cash position on a YOY basis the it has been the same ie Rs 10 Crores in FY 22-23 & FY 23-24.
Seems there is some misunderstanding here from your side.
Sir, I analysed it from a big picture perspective. The details should be skipped in my view if the business is fundamentally strong and valuations attractive.
Thanks a lot
I made good money Rs 2.5 lakhs based on your advice and bought IRCON at Rs 65 and exited at more than Rs 200
Great 👍
Holding
Heramba
Supriya
Nice analysis
Thanks for sharing ❤❤
You are welcome
Nicely explained but current prices of these stocks defy the valuations
Tnq Sir Happy Deepawali to you and your family 🎉
Happy Diwali
I always look forward to your amazing analysis explained in a lucid manner
Thank you for the kind words
Arkade,Nuvoco,Novaagri, Tatatech,Emil,Rushil,Filatex, Hathway,Apex Fully subscribed ipo and others now at discount price. Fii dii also increase their stake.can enter pls suggest
Happy Diwali!!
Thank you for your insightful video.
Happy Diwali
Thank you Rahul. There is always something to learn from you. 👍
Thank you for the kind words
Happy Dipawali Rahul sir. Today's stocks 100% potential❤❤
Happy Deepawali
Very convincing explanation about roe
Thank you 👍
You are most welcome
Investors of Aqua Frozen Foods can also consider King's infra ventures limited to the same aquaculture business with an average of 16% roc for the last 3 years. The interesting part is that management has decided to monetize their real estate assets, which is more than the current market capitalization of 350 crs. and recently they have started Kings Frigo - freshly frozen, Kings Bento - Ready to eat, Kings Martitech eco parks - 100 Eco Mariculture Units (EMU), and Kings Healthcare products - Antibiotic free.
thanks for this wonderful info
Thanks for this video. Happy Diwali.
Happy Diwali
Thanks for sharing. Gave new vision 😊
Welcome!
Thank you. Happy Diwali 🎉
Happy Diwali
Thanks sir and Happy Diwali ❤
Happy Diwali
Wishing you a happy and prosperous Diwali
Happy Diwali
Not covered future potential, reason for roe crash and reason for being optimistic in detail. Bty, holding position in avanti feeds for long terms. Wish you have covered business/product niche for heranba as there are much better players in same segment
Although there could be better players but it is also about risk-reward. A silver at the price of bronze is a better option than gold at the price of gold.
Happy diwali sir!!
Thanks for ideas🎉🎉🎉😊
Most welcome 😊
Happy Diwali
Excellent analysis! Thank you very much.
Glad you liked it!
Happy diwali sir. Thanks for the analysis
Happy Diwali.
Thank you happy diwali 🪔 sir
Same to you
Tremendous presentation , Thanks
Glad you liked it!
Wish you a Very Happy Diwali 🎉
You too!!
. VERY VERY NICE RAHUL JEE. THANK YOU VERY MUCH.
You r welcome sir
HAPPY AND PROSPEROUS DEEPAVALI TO YOU AND FAMILY,AND EVERYONE AND THEIR
FAMILES AT EQUITY MASTER FETERNITY
Thank you
I am bullish on oil india and hpcl
Price action is a key parameter to identify the stocks to invest or short term trade. Waise nice information
Thank you
Happy deepawali sir🎉🎉
Happy Deepawali
Being a Gujarati ,you shall avoid advice for companies engaged in non veg products
The approach will be like taking a bet as fluke..
There is a thin line between a calculated bet and fluke and by ensuring that the stocks have strong fundamentals as well as balance sheets, we think we r taking a calculated bet.
All the recommendations defies the logic put forward in the first full half of the video, as all of them have a falling roe as per you and where convergence will take place nobody knows, may be at zero or even below.
Right bro. And Supriya has already peaked. It's price to book ratio is almost 6 times
Our view is that these stocks can go back to their long term average ROEs
Thank you
You r welcome
With additional duties from US, shrimp exporters may suffer further.
Good Rahulji. But all are high valued.
Thank you. The valuations are reasonable in our view.
very insightful.Shubh Deepawali
Very Happy Diwali to you as well
very nice
Thank you
BETTER PLAY @1.25x
Play @ 1.25speed
Better be in high ROE for some time then move to fair ROE stock.You can eat the cake and have it too.
yes, a perfect scenario but it is very difficult to carry out in practice.
This is a PAID PROMOTION VIDEO. Viewers may ignore it.
watch at 1.5x . thank me later
1.5x
👍👍
Nice represent ❤❤❤❤❤
Glad you liked it
❤ Shukra ❤huzur ❤
You r welcome
Nonsense Video
Hmm....it will help if u can tell us why do u think so
..