- The money they’ve raised was by issuing new shares/ warrants. So , include those shares while calculating the marketcap.
- The business models are different. Not a fair comparison
- Mutual Funds may have better investment opportunities. They may buy HDFC Bank, or Axis at 2.5-3 P/B, instead of Ugro at 1.5-1.8x P/B
Posts in category Value Pickr
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (24-06-2024)
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (24-06-2024)
- The money they’ve raised was by issuing new shares/ warrants. So , include those shares while calculating the marketcap.
- The business models are different. Not a fair comparison
- Mutual Funds may have better investment opportunities. They may buy HDFC Bank, or Axis at 2.5-3 P/B, instead of Ugro at 1.5-1.8x P/B
Smallcap momentum portfolio (24-06-2024)
Thanks… Will their subscription rpovide similar results like your rebalncing does? Is it worthwhile subscribing them instead of doing all that work, you have described in your webinar videos? Currently I am reading Quantitative Momentum by Wesley Gray and totally sold on momentum concept and its practicality. Now only the effectively doing part remains…Kindly advise .Also since u are doing this from almost 1 year and 7 months, what are your DP charges and STT and other charges? Including Short term capital gains taxes? I know you are using discount broker , so I am excluding the brokerage charges. What percentage of your portfolio amount, all these charges turn upto?
Also habe you tried 1 month re-balancing and 3 month re balancing? What have been the effects on returns and costs?
Smallcap momentum portfolio (24-06-2024)
Thanks… Will their subscription rpovide similar results like your rebalncing does? Is it worthwhile subscribing them instead of doing all that work, you have described in your webinar videos? Currently I am reading Quantitative Momentum by Wesley Gray and totally sold on momentum concept and its practicality. Now only the effectively doing part remains…Kindly advise .Also since u are doing this from almost 1 year and 7 months, what are your DP charges and STT and other charges? Including Short term capital gains taxes? I know you are using discount broker , so I am excluding the brokerage charges. What percentage of your portfolio amount, all these charges turn upto?
Also habe you tried 1 month re-balancing and 3 month re balancing? What have been the effects on returns and costs?
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (24-06-2024)
I am following Ugro Capital very closely, but the share price is not moving at all, looks like someone is artificially controlling the price movement.
- Company raised 1332cr which is approx. 55% of their market cap and 90% of their current net-worth, part of the very high growth company and sector, at the peak of rate cycle, pristine management, what else does the market need to re-rate the company?
- SBFC or Five start business have as big the AUM as Ugro, still Ugro is at mere 2.6kcr Mcap. Could someone help me what is going on, is it at the cusp of breakout or more pain is ahead?
- Why is stopping small cap mutual fund taking position in this company, when they are receiving thousands of crore INR every month in SIP form?
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (24-06-2024)
I am following Ugro Capital very closely, but the share price is not moving at all, looks like someone is artificially controlling the price movement.
- Company raised 1332cr which is approx. 55% of their market cap and 90% of their current net-worth, part of the very high growth company and sector, at the peak of rate cycle, pristine management, what else does the market need to re-rate the company?
- SBFC or Five start business have as big the AUM as Ugro, still Ugro is at mere 2.6kcr Mcap. Could someone help me what is going on, is it at the cusp of breakout or more pain is ahead?
- Why is stopping small cap mutual fund taking position in this company, when they are receiving thousands of crore INR every month in SIP form?
Smallcap momentum portfolio (24-06-2024)
Yes, there is a site that has this type of information. Site url is momoindiascreener.in.
This site was a free site earlier and has become a paid site now. I understand the data is updated on a daily basis.
You can check it out. Like we are using momentum ratio, they use Sharpe returns.
Aster DM healthcare (24-06-2024)
There is news about morgan stanley buying Aster Stock and brokerages giving target of 418
Indus Towers Limited (24-06-2024)
How much of a positive will this be for Indus Towers, if this happens?
“Bharti Airtel had bought 1 percent additional stake in Indus Towers in the transaction, taking its holding in the towers company to nearly 49 percent. The proposed additional stake acquisition would make Bharti Airtel the majority stakeholder in Indus Towers with a 52 percent shareholding.
Airtel plans to Indus Towers with its data centre business Nxtra, reported CNBC TV18. Further, Indus Towers cash would be used for Nxtra expansion, said the report. Airtel aims to make its telecom business asset light via Nextra and Indus Towers merger.
Consolidation of the majority shareholding in Indus Towers, and then merging it with the data centre business is apparently part of Bharti Airtel’s mega plan to of two-pronged strategy to capitalise on Indus Towers.
On the other hand, Vodafone is likely to use stake sale proceeds to pay dues to Indus Towers. A recent Reuters report had said that Vodafone Group was looking to sell its entire $2.3 billion stake in Indus Towers as part of a strategic move to pare its hefty debt.
Smallcap momentum portfolio (24-06-2024)
Hi…Is there any website which provides a readymade ranking list of stocks based on 12 month and 6 month momentum in Nifty 500 universe or midcap, smallcap and microcap universe? If yes , pls provide the details and do they update the list daily , weekly,monthly??