A 10% increase in phenol spreads will drive 10% earnings upgrades for Deepak Nitrite respectively
Posts in category Value Pickr
Deepak Nitrite (04-07-2024)
Mazagon Dock: aptly called “Ship Builder to the Nation” (04-07-2024)
trying to understand what Mazagon aim to do with the freedom that comes with being a navratna
Mazagon Dock: aptly called “Ship Builder to the Nation” (04-07-2024)
No this news is very old news discounted on same day.
thanks to digital media everyone has access.
As I had posted earlier, it is trying to catch up with its peers in valuation.
pl go through this link
Mazagon Dock: aptly called “Ship Builder to the Nation” (04-07-2024)
Will this unlock newer opportunities? Is this the reason for today’s rise? any views?
Quoting from the article
As a Navratna company, Mazagon Dock can undertake investments worth up to ₹1,000 crore, without needing approval from the central government. These companies also have the liberty to invest up to 30% of their net worth within a year, as long as it remains within ₹1,000 crore.
A Navratna company is also allowed to form Joint Ventures, alliances and establish subsidiaries abroad.
Indian Defense Sector (04-07-2024)
So I know now. Om Bro…can laugh too !(all ive seen him doing is detailed responses so far)
I,d subscribe to this.This is nice stand to take on stock…i wish i wasnt married too ! ( I meant the affinities to stock names:rofl:
)
I fully agree here too.
IDFC First Bank Limited (04-07-2024)
Thanks for clarifying! Good to know that this news is not about further dilution.
Oil India- has its time come? (04-07-2024)
I don’t buy their logic.
I will wait till that happens. After all , the transition does not take place overnight. They still have earning from traditional business.
So the stock.is not going to crash.
What is the p/e currently these are trading vs nifty and any comparison with pvt stocks available for guidance ?
How much further can it go down if there is a margin squeeze?
No company will like to see the drop in margin !
if that happens , they would try to correct it either by raising price or taking similar step…
margin drop happens in every business and then they recover both pvt and PSU .
if the margin squeeze happens consistently for quarters , then we will have to take u turn in our decision.
PS : As I have said earlier if you have made enough return , you can always book profit if you are not interested in bonus share dividend etc 
But I am keen. I find enough safety with PSI pack … 9-10% dividend yield will keep me going
Oil India- has its time come? (04-07-2024)
Here they have clubbed all oil&gas PSUs.>‘Curious case’: Sell IOC, BPCL, HPCL, GAIL, Oil India, Petronet LNG shares, says Kotak. Here’s why – BusinessToday
Basically they are giving an exit call for all oil -gas PSU(ioc-bpcl-hpcl-gail-oilindia-petronet).
They are stating whats been discussed here for ex. all of them moving to renewable,Petrochem,Gas and Capex under full swing.
The finding as per this analysis is – all of their diversifications are low margin hence they will have lower earnings going into FY26 etc.
What now fellas?..The stocks will die ?
D – Holding oil india.
Equitas Small Finance Bank: A Profitable lender to small businesses (04-07-2024)
Business update upto 30.06.2024
Disc:Invested