Can you share news source or Link please
Posts in category Value Pickr
Tracxn Technologies (26-05-2024)
Hopped on the recent call, Tracxn wants to bet on the Bloomberg model of sorts, they want to establish their software in educational institutions so that the graduates who enter PE or VC later are familiar with Tracxn’s software and choose them over other service providers such as Pitchbook. Long Shot?
DC: Invested
Paras Defence and Space Technologies Limited (“Paras Defence”) :- Big News ! A Potential Investment Gem? (26-05-2024)
Hi @duvvurib you should wait for breakout and retest in this scenario. This sould take out the fear of a breakout failure.
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (26-05-2024)
Yield table – after updating all Q4 numbers
Indigrid InvIT: High yield on stable and predictable revenues (26-05-2024)
Yield table, after updating all Q4 numbers, including Indigrid, that came a couple of days ago
IRB INVIT TRUST- new game in the town! (26-05-2024)
Updated yield table, after the declaration of all Q4 results,Indigrid came through a couple of days ago, was the last
Shivalik Bimetal Controls Ltd (SBCL) (26-05-2024)
I think when Elon Musk went to China Before India , he was intimidated by Chinese since 40% of raw Material to Built Tesla batteries comes from China. If Tesla Moves Production to India His Cars will be more competitive with Chinese Car makers . In Response US Govt Imposed tariffs and EU is in process to do so.
Now Tesla coming to India would have been great trigger for companies like Shivalik Bimetal.
Alas ! now it might hurt from opposite end as you mentioned about Chinese dumping their product elsewhere where Shivalik might be a supplier. Indian EV market is still in nascent stage.
Only after New Govt is formed and we start commercial mining of Lithium , we might have a shot.
Just sharing my thoughts might be wrong
PDS Limited – A platform for entrepreneurs (26-05-2024)
Their sourcing as a service segment has higher margins, in design led sourcing the entire merchandise value is accounted to the topline and hence the thin margins, whereas in SAAS only the actual commission charges is reflected into the topline. Also operating leverage can kick in with SAAS as the existing employees and network can do more than what is being done now.
Game changer would be if somebody like a Walmart uses their SAAS segment for all their apparel(textile) needs.
Disc: Invested, patience has started to wear.
Investing Basics – Feel free to ask the most basic questions (26-05-2024)
Sorry sir i am very new to this i didn’t know they charge you any rate of interest even after you have enough cash margin i dont think so that they doo correct me if iam worng and sir rollover cost will be recovered when the asset starts to run because timing is one thing that biggest of big investors cant also win.