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Posts in category Value Pickr
Semiconductor world – CPU/GPU Wars (24-05-2024)
Which company he is talking about who is making the new kind of chips?
Semiconductor world – CPU/GPU Wars (24-05-2024)
Which company he is talking about who is making the new kind of chips?
Premco Global — Narrow Fabric (A critical component for inner wear) (24-05-2024)
Have been trying to understand the company, assuming garments industry is doing well and all inner wear companies doing well. But somehow Premco is not doing well both on sales and margins(only 2021-22 margins were good).
Seems management issue… decided against investing…
Premco Global — Narrow Fabric (A critical component for inner wear) (24-05-2024)
Have been trying to understand the company, assuming garments industry is doing well and all inner wear companies doing well. But somehow Premco is not doing well both on sales and margins(only 2021-22 margins were good).
Seems management issue… decided against investing…
Piramal Enterprises Ltd (24-05-2024)
Got reply from PEL IR
-
Book already written down in balance sheet. 14572 cr is face value pre write down just shown in ppt
-
570 cr pertains to legacy book
-
729 cr is provision across biz not just legacy
-
Cant name assets but revalued reslisable value hence write down
-
Feedback taken
-
Bulk will be done in FY25 only
-
Reducing legacy book faster than planned to improve perception.
-
Not specified yet
-
Not on books
Piramal Enterprises Ltd (24-05-2024)
Got reply from PEL IR
-
Book already written down in balance sheet. 14572 cr is face value pre write down just shown in ppt
-
570 cr pertains to legacy book
-
729 cr is provision across biz not just legacy
-
Cant name assets but revalued reslisable value hence write down
-
Feedback taken
-
Bulk will be done in FY25 only
-
Reducing legacy book faster than planned to improve perception.
-
Not specified yet
-
Not on books