Posts in category Value Pickr
Oriental Carbon and Chemicals Ltd (05-07-2024)
Anyone has any idea about Oriental Carbon? What is going on?. It had demerged and now there would be two entities – Oriental Carbon & Chemicals Limited and OCCL Limited. Would existing shareholders be receiving the shares of OCCL Limited?
Equitas Small Finance Bank: A Profitable lender to small businesses (05-07-2024)
I personally don’t think it’s a big issue – CASA ratios are declining across most banks because people prefer to park their money in FDs owing to the highest interest rates we’ve seen in a long time.
Additionally, in the last earnings call, the management referred to their TD base (non CASA deposits) as the “most stable Term Deposit base” with 62% of it being less than 2 crores. Individual ticket sizes were said to be in the range of 4.5 to 5 lakhs, which means that there are a large number of depositors, reducing risk. Out of the term deposits with higher ticket sizes, they mentioned that more than 90% of the book was non-callable which should be comforting for them for the next year or so.
Disclosure – Invested & biased
Nifty PE crosses 24|A statistically informed entry-exit model! (05-07-2024)
From 1st April 2021, nifty pe was calculated on consolidated profits instead of standalone.
Mazagon Dock: aptly called “Ship Builder to the Nation” (05-07-2024)
@Vivek_6954
if you have not seen this video ! pl do watch it.
Shipbuilding Stocks Alert Watchlist, Frauds and Bankruptcies
Nuvama Wealth Management: Proxy to Affluent India (05-07-2024)
here you go guys, it covers the industry tailwinds, key metrics, risks and analysis of Nuvama. Should help a lot understanding the business a lot better.
Nifty PE crosses 24|A statistically informed entry-exit model! (05-07-2024)
Over the long term 2000 -2024, the Nifty PE ratio is between 17-20. By that measure currently, it is slightly on the expensive side.
Equitas Small Finance Bank: A Profitable lender to small businesses (05-07-2024)
CASA ratio % is declining.That is the main concern here.