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Posts in category Value Pickr
Smallcap momentum portfolio (01-08-2024)
You can pick up any of the previous sheets shared and update.
Smallcap momentum portfolio (01-08-2024)
Google sheet is not automated. You will have to update it every week. You can pick up any of the previous sheets and update.
Mann’s Portfolio (01-08-2024)
True but then won’t it require constantly new funding which might lead to higher debt / equity raise whilst also paying high interest costs. I like the business especially the upcoming Honeywell partnership but this is the only thing holding me back
Aavas Financiers :: Banking on the unbanked (01-08-2024)
Adding some more points which may have been missed in the concall summary.
- Four new branches were opened in Q1 FY ’25 in existing states to expand reach.
- Loan management system and Oracle FLEXCUBE implementation is in advanced testing stage and will go live in coming quarter
- Mention of co-lending being explored and tie up with a PSU bank for the same
- The Credit Linked Subsidy Scheme (CLSS) under the PMAY has positively influenced their growth and loan quality by making homes more affordable for borrowers. They’re waiting for more fine prints to come out and then may talk more about any guidance related to PMAY.
- Bank money is borrowed in this quarter at 8.40% which was 10% cheaper last quarter.
- The company expects its AUM to grow by 20% to 25%, driven by more branch count increase and less workforce increase (in comparison) over a period of time. Efficiency lead growth.
- Part of less disbursal was due to RBI circular which required more formalities from the customers.
I hope I’ve not made any mistakes in interpreting any point. Feel free to correct me. Also, @karu_lamborghi_ did a good job in covering most of the points.
Smallcap momentum portfolio (01-08-2024)
Hi pl. Send the google.sheet and also let me know whether google sheetvis automatd or not
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (01-08-2024)
Swan energy disclosed to the exchanges that it’s subsidiary has payed off 826 cr worth of debt. That will save quite a bit of interest outgo.
Chart set up is bullish. If the debt reduction continues with business delivering this might be one intersting bet.
Disc : trading bet
Aavas Financiers :: Banking on the unbanked (01-08-2024)
I’ve a question related to the fixed vs floating book. Since their borrowing book also follows similar percentage of distribution, can we say post rate cuts, they won’t be getting a lot of benefit of the fixed loan book?
Also, can someone shed some light on the equity part of the borrowing. Is it like loan against pledged shares?
Trent — A value unlocking story from the house of TATA (01-08-2024)
Thanks you for explaination. So do you mean that the if the price reaches to a value where that value/eps at that time > 73 ( say in a month or so from now) , then you will think of selling the same? Sorry again for asking basic
Smallcap momentum portfolio (01-08-2024)
Can anyone share link for updated Google sheet for this smallcap momentum portfolio