Thanks for your compliments.
I think these were concern in the minds of retail investors. Management shall prepared for such questions if they fails to deliver.
Posts in category Value Pickr
IRB INVIT TRUST- new game in the town! (06-11-2024)
Manappuram Finance (06-11-2024)
Will they be able to maintain ROA with such low rates!!
IRB INVIT TRUST- new game in the town! (06-11-2024)
I was in the call, must say you asked very daring questions and took them head on. Most analyst and those brokerage guys don’t ask daring question. They just punch their question, show it to employer and call it the day.
Keep asking these questions and press them on acquisition.
Rajeesh’s Portfolio (06-11-2024)
Taking singles and doubles in the market now, not sure with market’s direction with multiple important events on the line for this week, I dont want to jump the gun and go invest right away. Though my SIP day is on 15th…
Bought 1 share of KPIT @ 1418 and 1 share of Tata motors @ 833
Bought on the second rationale – Taking advantage of falling rupee.
Tata motors juicy portion of business comes from Jaguar Landrover and it has become debt free and with the type of distress multiple automobile players are going through, Tata motors has the sweet spot to have all the components of what makes an EV. They have Steel player in Tata steel, Software player in TCS and Tata tech & Tata Elxsi, Automobile plants, Access Wide brand name and market, Debt free balance sheet and cash reserves.
Manappuram Finance (06-11-2024)
The plan is to position Ashirwad Microfinance’s rates among the lowest in the industry
- eliminating risk-adjusted high-interest rates.
- This strategy is expected to drive growth.
I believe it’s a masterstroke by Manappuram.
With this approach the lowest interest rates growth will be high
Hyundai Motor India Limited – HMIL (06-11-2024)
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HMIL registers total monthly sales of 70,078 units in October 2024, 3rd highest monthly sales since inception
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HMIL registers Domestic sales of 55,568 units in October 2024, 3rd highest since inception
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Highest-ever monthly SUV sales** at 37,902 units, including highest ever monthly domestic sales of the Hyundai CRETA at 17,497 units in October 2024
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Overall SUV contribution to domestic sales continues to stay strong at 68.2% in October 2024
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HMIL also bolsters CNG penetration, achieves highest ever monthly CNG sales of 8,261 units with a contribution of 14.9% to Domestic sales volume in October 2024
Bajaj Finance Limited (06-11-2024)
Credit cost is revised for current fiscal by 20 bps owing to higher npa in the first half. For the current year target is 1.95 to 2.05. Though the company believes it has peaked and the credit cost should cool off in the H2
Bajaj Finance Limited (06-11-2024)
BFL owns 88% of BHFL and through this you are also the owner of BHFL if you own BFL.
The stake of BHFL was sold to new shareholders while listing and the amount recieved is infused to BFL. You will not recieve the share cause you are the seller indirectly.
Glenmark – Will Innovation Pay? (06-11-2024)
Isb 2001showing good tolerability and response as per company report on LinkedIn attached above