Asirvad Micro Finance results –
Posts in category Value Pickr
Carysil (earlier Acrysil) – Kitchen sinks (10-08-2024)
No listed peer. Maybe Pokarna since both the cos are dependent on the US housing market and deal.in quartz products. But Pokarna has different products.
Kovai Medical Center and Hospital – Health and Wealth (10-08-2024)
Saw a tweet saying that IT corridor already has Apollo & Kauvery. Does that mean that it will have higher ARPOB but occupancy could would be little low in initial years?
Funding wise, 300cr is cashflow of 10-11 months. If mgmt want to get little aggressive, I would not be surprised if mgmt announce one more capex by next year. Any views?
Investing Basics – Feel free to ask the most basic questions (10-08-2024)
hi
How to calculate variable cost ? kindly elaborate.
How to register with SEBI as a Research Analyst? (10-08-2024)
SEBI has handed over the responsibility of RA administration to BSE. Pl refer https://membershipraia.bseindia.com/
Chemplast Sanmar Ltd (10-08-2024)
looks like management commentary on PVC is ambivalent…
Negatives:
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the container scarcity in Q1 has eased.
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weakness in Chinese economy meant unabated low priced imports from July.
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decision on anti-dumping only by Q3
Anlon Technology Solutions (10-08-2024)
If anyone attended the AGM, kindly share the notes. Thanks
Why dumb Mr. Index is so tough to beat? Let’s discuss it’s alpha (10-08-2024)
I think one the reasons etf are safer than mutual fund is that purchase of DII affects the stock itself.
If some fund manager sells some company’s shares then it becomes headline in news websites triggering further selloff. Plus to sell such huge quantities they don’t have much liquidity during crash times, they have to compromise by selling lower than market price.
It becomes more difficult when your buy and sell activity is affecting the stock price itself.
Simple Investing (10-08-2024)
Hi, Any new thoughts or info on Xchanging solutions after three years?
Thanks in Advance