1. Company has a good return on equity (ROE) track record: 3 Years ROE 33.5%
2. Debtor days have improved from 41.0 to 18.1 days.
3. Company's working capital requirements have reduced from 54.3 days to 21.7 days
167. SONMAYA| Link| Bookmark|
January 9, 2024 1:25:11 PM
IPO Guru (1300+ Posts, 500+ Likes)
@ newgen consultancy sir if you are tracking this KAUSHALYA LOGISTICS PLEASE GIVE YOUR VIEW ...PROMOTERS HOLDING AFTER IPO IS 73% ...SO please give your view if possible..🙏
166. arvindarvind| Link| Bookmark|
January 9, 2024 12:09:01 PM
Top Contributor (1000+ Posts, 200+ Likes)
Most exciting part of this ipo is it's revenue. Three months revenue is 570 crore. Happy forging full year 1200 crore. Azad engineering full year 261. That's why I buy on listing.
That's correct. Holding this as election year male sense. Logistics policy is definitely help this kind of stocks. Let's see. Holding it tightly as January is month of correction.
166.2. Mr. Agrawal| Link| Bookmark|
January 10, 2024 11:47:17 AM
Top Contributor (500+ Posts, 100+ Likes)
@arvindarvind At what price did you buy Sir ? Any target or exit strategy here ?
166.3. arvindarvind| Link| Bookmark|
January 10, 2024 7:23:44 PM
Top Contributor (1000+ Posts, 200+ Likes)
@Mr. Agrawal I buy @ 100 Will hold with SL 75 Till next result.
166.4. arvindarvind| Link| Bookmark|
January 16, 2024 5:58:16 PM
Top Contributor (1000+ Posts, 200+ Likes)
Holding with full conviction. Chahe 40k lega ya 2 lakh dega.
166.5. Mr. Agrawal| Link| Bookmark|
January 16, 2024 7:29:14 PM
Top Contributor (500+ Posts, 100+ Likes)
In this ... I am with you Sir .. Full Conviction.. aar ya paar.
TO ALL OUR SENIOR EXPERTS Sirs amongst you many of you do deep study of the fundamentals of the company and we also benefit from your views. Book value of this share as per MONEY CONTROL DATA is Rs. 1289 It is astonishingly very high. does it mean it has a potential to rise manifold. Would be grateful for your views and advice regards
164. Mr. Agrawal| Link| Bookmark|
January 9, 2024 9:51:54 AM
Top Contributor (500+ Posts, 100+ Likes)
Shuru ke 1-2 din ki volume jyada rehti hai ... Phir aap dekho 2-4 lot bhi ni bechta hai koi din bhar mai... Thoda dar sab ko lagta hai .. even I am feeling it but it's good to buy... And definitely good to hold..
164.1. PeterEngland| Link| Bookmark|
January 9, 2024 9:59:44 AM
Top Contributor (300+ Posts, 100+ Likes)
Today's volume seems unusually high for the second day, not possible unless QIB or MM are selling, worried about UC breaking soon but still holding tight.
164.2. Mr. Agrawal| Link| Bookmark|
January 9, 2024 10:03:45 AM
Top Contributor (500+ Posts, 100+ Likes)
@PeterEngland Agrees volumes are high today ... Sir what's your criteria for exit here ? Circuit break or few days or result or something else ?
164.3. PeterEngland| Link| Bookmark|
January 9, 2024 10:55:50 AM
Top Contributor (300+ Posts, 100+ Likes)
@MR AGARWAL I generally hold the rare allotments like this one until the T2T circuit limits are revised to 20% because I think that's the point when initial price discovery is complete.
I don't consider Circuit Break as good criteria for exit because it's highly manipulated in case of SME's as seen during my limited experience.
Thanks for giving me courage to hold since I was worried about the rising seller volumes 🙏
163. Sinewave| Link| Bookmark|
January 9, 2024 10:08:40 AM
IPO Mentor (600+ Posts, 300+ Likes)
Very large number of share (10L) traded. Seems some bulk deal happened. Much more to go on.
Keep watch
163.1. Mr. Agrawal| Link| Bookmark|
January 10, 2024 8:11:21 AM
Top Contributor (500+ Posts, 100+ Likes)
@Sinewave Any bulk deal ?? Circuit opened .. still holding .. ?
Listing gain people exited... Now real investors come into picture... Logistics has key role in Indian economy and more scope for this kind of stock. I believe this as candidate of 200. Let's see where it lead in a month.
The symbol "KLL-ST" itself is a little disturbing and many will read it "KILL-ST" at first read. Despite a below expected listing, it gave 40% which is certainly not bad and we all know how GMP not to be trusted. It is expected to rise further for sure.
I bought a lot for the medium term (until the next result) due to the reasons below. 1.Same LM got Vishnusurya- On listing day so much panic was created and listed at 73 so all the retailers sold and within 3 months share price reached at Rs.450. 2.Kaushalya's Revenue and PAT are growing at a drastic pace. 3. Company has mentioned that they will Repay Unsecured Loan so that interest can be saved and it would boost PAT.
Disclaimer: No buy or sell recommendations. My comments might be biased as I have invested in this share.
156.4. Mr. Agrawal| Link| Bookmark|
January 10, 2024 2:20:48 PM
Top Contributor (500+ Posts, 100+ Likes)
@RPSM Did you buy more ??? I missed buying at LC everything happened so quickly. + I did a huge mistake in panic mode I forgot I placed order at 114.9 just after it opened at 9:15 and completely forgot to cancel it after it hit LC.. and suddenly it popped now you have sold at 114.9 fokat ka loss. I never intended to sell ..mai train mai Chadha rha tha logo ko ..TT ne mujhe hi utar diya .
155. Sinewave| Link| Bookmark|
January 8, 2024 9:09:59 AM
IPO Mentor (600+ Posts, 300+ Likes)
As per Mar-2023, Borrowings are ~23% of assets (not an issue to worry about), but revenue is higher than assets. There are companies whose debts are more than the assets value
153. Sinewave| Link| Bookmark|
January 8, 2024 11:39:03 AM
IPO Mentor (600+ Posts, 300+ Likes)
Out of 2320400
152. SONMAYA| Link| Bookmark|
January 8, 2024 10:41:42 AM
IPO Guru (1300+ Posts, 500+ Likes)
73%...SHARE HOLDING OF PROMOTER WILL BE THERE NOW AFTER LISTING OF KAUSHLYA LOGISTICS..NOW IT WILL BE interesting to see movement of KAUSHALYA LOGISTICS 🙏