This is not how well-run organization will think. It has taken years to build trust in Hyundai. Additionally, Hyundai has far more reach. They will not sacrifice the golden goose for such a small gain.
Posts in category Value Pickr
My Evolution Portfolio: The ‘When,’ ‘Why,’ & ‘What’ (06-11-2024)
To be honest, I don’t understand the complexities in pharma sector w.r.t their products, R&D and valuations since every medicine is having a different purpose, different margin and different lifecycle. And I don’t invest if I don’t have atleast the basic understanding of the business. But I prefer the healthcare (hospitals) sector but the valuations doesn’t look cheap now.
However, I would be more than happy to learn from you all here.
Regarding green energy theme, YES, I am very bullish on this theme. I believe the demand in this sector will keep on increasing irrespective of government, climate, economic conditions or any other macro conditions. World is moving towards and investing heavily in circular economy and renewable theme. And my conviction further increases as I am a avid nature lover! Cheers!!
My Evolution Portfolio: The ‘When,’ ‘Why,’ & ‘What’ (06-11-2024)
Any reason not to have Pharma stocks in your portfolio ? and your are betting on the green energy themes, Any strong conviction to have these ? Thanks
KPI Green- Turning Sunshine Into Cashflows (06-11-2024)
Results look solid enough by most parameters. Top-line 75% up and PAT 100% up for H1 FY25.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/c73fa056-6ac5-4b80-b35c-d1a628604d88.pdf
My Evolution Portfolio: The ‘When,’ ‘Why,’ & ‘What’ (06-11-2024)
Nice Write up Salil… welcome to VP Club.
Regards
Manjunath.C.A (Mechanical Engineer with 16 + year Experience 
)
Kitex Garments Limited (06-11-2024)
Term loan (600Cr) from Banks was taken during the financial year 2023-24 and interest is chargeable at six months SBI MCLR Rate (7.7% to 8.45%). The loan is repayable in 28 quarterly instalments starting from October 1, 2025.
Piccadily Agro Industries Ltd (06-11-2024)
I think she is mother of Manu Sharma and also wife of venod sharma.
Piccadily Agro Industries Ltd (06-11-2024)
In New York’s top Indian restaurant, now Indri is selling more than Macallan (which is the no. 2 single malt brand by sales in the US). And Indian spirits are becoming the new craze…
What Is the Best Indian Single Malt Whisky? These New Bottles Make the Case – Bloomberg
Hindustan Zinc – Galvanize Capital of Investors? (06-11-2024)
Between GOI & Promoters, game thus far has been played well, throwing out dividends and jacking up stock price only to announce the OFS at attractive discount.
Barring those who have bought the stock at much lower rates, new entrants in the last 6 months will find cheated by both promoters & GOI to have lured them with dizzying rally.
Though long term still looks good for the stock, the volatility in the stock price is strangely non-correlated to its underlying metal prices.
Piccadily Agro Industries Ltd (06-11-2024)
Video on premium alcohol, such as Indri, consumption trends 