Are there any competitors?
Posts in category Value Pickr
SG Mart- Can it successfully create a marketplace? (13-08-2024)
wow that’s good news!
SG Mart- Can it successfully create a marketplace? (13-08-2024)
wow that’s good news!
Aster DM healthcare (13-08-2024)
Potential merger with Blackstone backed Care hospitals on the card…
[Aster DM in advanced talks with Blackstone to expand its hospital network – CNBC TV18]
https://www.medicalbuyer.co.in/aster-qcil-merger-blackstone-likely-to-hold-majority-stake/
Marksans Pharma- Can it be the next Pharma Biggie? (13-08-2024)
YOY quite satisfactory results. But topline could have been better takings into account TEVA.
will have to ask how much is TEVA’s contribution for this quarter.
Monthly Income Plan for 76 year old (13-08-2024)
I am arranging my mother’s portfolio and per her request wanted to invest a portion in a monthly income plan (or a systematic withdrawal plan). I am not too much up-to-date with markets in India as i live in US. After some research came across HDFC Balanced advantage fund , about a 1% monthly return. Would you recommend any other plan/fund i should be looking at?
Thanks for your advice.
SG Mart- Can it successfully create a marketplace? (13-08-2024)
Q1 FY25-
The business growth was slightly impacted in Q1FY25 due to general elections and plant maintenance shut down by steel producers, which impacted the raw material supply. However, we expect a strong recovery going forward, from Q2FY25.
^EBITDA of INR 247 Mn has non-recurring expense of INR 59 Mn for brand promotion
Rainbow Children’s Medicare – Niche player in Hospital Industry (13-08-2024)
Another soft quarter…
Disc: Invested
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (13-08-2024)
If you listen to Das (RBI Governor), i don’t think we are in any hurry to do a rate cut. As long as inflation is higher than 4%, there is no reason to cut rates. Even if we hit that target, they would see if it sustains for a quarter or two or more and then think about cutting rates. So if all your eggs are in one basket, you cannot rely on just one trigger (rate cut in your case) to determine future prospects of a company. Bajaj finance was a resounding success because of their timing and understanding of the consumer market.
Awfis Space Solutions: Flexing its Muscles in the Market (13-08-2024)
An informative take on flexible working industry.
Co-working Office Spaces- The Next Big Mega-Trend | Smart Sync Services #investing #stockmarket