We are targeting an AUM growth of 20 per cent in MAFIL (Manappuram Finance Ltd) book
Posts in category Value Pickr
Mayank portfolio (24-06-2024)
| SR.NO | COMPANY | ALLOCATION % |
|---|---|---|
| 1 | GARWARE HI TECH | 10.3 |
| 2 | ADF FOODS | 8.1 |
| 3 | NUVAMA | 12.1 |
| 4 | SENCO | 15.9 |
| 5 | PRICOL | 10.8 |
| 6 | SUPRIYA LIFE SCIENCE | 10.9 |
| 7 | SAMHI | 6.5 |
| 8 | GRAVITA | 6.6 |
| 9 | NEULAND LAB | 6 |
| 10 | ALL E TECH | 6.2 |
| 11 | PRIVI SPECILITY | 3 |
| 12 | DMCC | 3.5 |
| TOTAL | 100 |
Made some changes sold tanla due to some of their past issue and add chemical company DMCC,PRIVI looking good for long term.
Invested:No recommendation
CreditAccess Grameen: Traditional MFI model, efficiently operating at scale (24-06-2024)
What would be the impact of change in RBI priority sector lending norms for MFI lenders?
Arman Financial Services Ltd (24-06-2024)
What would be the impact of change in RBI priority sector lending norms for MFI lenders like Arman?
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (24-06-2024)
My perception was finance ministry will ask to validate all GST invoices by authentication of Aadhaar. If this were to be true the volume of authentication should have been significant. I am waiting to read the actual order on GST authentication. It could be authentication of all GST registration. I am also waiting for some ONDC related announcement.
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (24-06-2024)
Does anyone have answer to this question:
Q) What is your pricing structure for PAN card issuance and how much control do have over it? Is the pricing sticky, do we get any pressure to lower it or will it get lowered in the future? Also how exactly do we compete with UTI in offline PAN issuance as in is that even they have their own physical centres like we have? And how exactly do these physical centers work if you could throw some light on it?
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (24-06-2024)
They had been doing this earlier right? Nothing new then?
Easy Trip Planners (Easemytrip) – An outlier in OTA (24-06-2024)
New to this business, wanted to understand the sanctity of discounts given to the customers.
If say a hotel is Rs. 1000 / night, and OTA is making it available at 700 / night>>> then does the OTA bear the difference of 300? If so, what is the working capital cycle around it for the OTA?
Carysil (earlier Acrysil) – Kitchen sinks (24-06-2024)
The debt increase is a concern for me.
303Cr debt in this fin year. Any inputs/ information on this ? or their history of managing debt?
thanks in advance
Disclosure: No holdings. Interested/watching as proxy for real estate theme
Investing Basics – Feel free to ask the most basic questions (24-06-2024)
Mutual funds’ holding changes can be seen here.