HCLTech’s software division is acquiring French data management firm Zeenea. This deal will strengthen HCL’s data analytics capabilities, specifically in data cataloging and governance. Expect to see increased focus on data-driven solutions from HCLSoftware.
Posts in category Value Pickr
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (09-08-2024)
It’s unusual that the company chose to skip addressing the challenging questions this quarter. Even in interviews, Sachindra Nath hasn’t mentioned anything about the rundown of SC loans. The presentation shows that NPAs on SC loans have exceeded 7%. Meanwhile, SG Finserv, another player in supply chain financing, has reported disappointing numbers, with two directors resigning. Management integrity is truly tested during tough times—it’s easy to craft a compelling narrative when things are going well.
Disclosure: This is one of my largest holdings, so I’m biased and hopeful that management takes a balanced approach in their communications.
National Building Construction Corporation (NBCC) (09-08-2024)
NBCC wins massive Rs 15,000 cr order! The company has bagged a contract to develop a 406-acre satellite township at Rakh-e-Gund Akshah, Bemina in Srinagar.
Zomato – Should you order? (09-08-2024)
bruh my girlfriend creates new account every month, she has even used and banned my account
also she changes the company every time, she orders from myntra, urbanic, newme, m&s, etc, etc. Companies that have not even heard of. Last month I got to know about newme and what fast fashion is. Every month or so a new company comes and she takes full advantage of that😂.
Once she gets banned (she rarely gets banned tbh) from all the companies due to high return rate, she uses new number either of friends or parents or sometimes create new sim. This strategy has been working for her from last 2 years without fail.
For those of you who think its just my personal experience just look at the return rate of fashion segment. Its manyfold higher than others.
Jupiter Wagons Ltd (previously CEBBCO) (09-08-2024)
Hello,
In the below tracker, I have started tracking important company goals for Jupiter Wagons. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-13.xlsx (141.6 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
360 One WAM Ltd (Erstwhile IIFL Wealth) (09-08-2024)
Thanks for sharing the article.
Please share your views on Nuvama Wealth considering its trading at nearly half the valuations that of 360one.
dr.vikas
IDFC First Bank Limited (09-08-2024)
Thank you and Raghu for the useful deep dive reads.
On your previous calculations 1 observations
if ROA is 1.4% then ROE < 14% because bank is currently leveraged roughly 8 times and not 10 times
so ROE = 1.4*8 = 11.2 % ROE
Zerodha smallcase screener (09-08-2024)
Others who followed (copied??) them seem to be doing a little better than them – allowing us to make changes in the portfolio, edit…
Smallcase is also a bit funny! There are a few things that stump me:
- Why wouldn’t they let us edit the smallcase when we have done off-app transaction? They ask you to write to them to update!
- Why “I am not robot” is necessary when they ask for OTP. Is it because the developers like themselves and not get irritated with the “cool” feature that comes in the way of experience!