Hello Om Singla, Company is giving up Renault because the underlying models did not sell and do well in Punjab. Company gave up less performing brands and in the past they if I understand correctly they let go off Nissan too. Mahindra is doing well in India without landmark so the fact they are partnering with Landmark reflects that Landmark must be capable of adding some value to an already good business of Mahindra. I would suggest seeing this business as a combination of volume and ASP as opposed to purely ASP.
Posts in category Value Pickr
Rain Industries – An oversold de-leveraging play (14-05-2024)
Eagerly waiting to read your comments on quarterly results @Srinidhi_Adiga @Rahul_Singh_Dhek and @amit.wilson
Hind oil exploration is this a multibagger bet? (14-05-2024)
I am just sharing one mammoth video on HOEC.
HOEC and It’s Business Analysis ft. Manan Patel | Smart Sync Services #investing #stockmarket #hoec
I hope you will find it useful.
It’s kind of a contra/turnaround bet.
Not invested. I’m just tracking it.
dr.vikas
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (14-05-2024)
I heard this podcast before, but not sure where it says “coming to parity and should be resolved in two years”, not sure if I missed anything.
But I think, it should continue much longer than 2 years, considering the huge demand due to AI and data center (AI itself will double the global power consumption in 2 years time), Crypto mining, old grid revamps in US/Europe, transiting to EV/and charging stations all over the world, focus on renewal energy generation for energy security/geopolitical prospect and reducing carbon footprint.
Ujjivan Financial – Small Finance Bank (14-05-2024)
why I’m not able to see my shares in portfolio?
Ujjivan Financial – Small Finance Bank (14-05-2024)
Process takes 30-45 days
BEW Engineering- A proxy play on pharma and chemical sector (14-05-2024)
Sharing the latest investor presentation
I hope you find it useful.
Ujjivan Financial – Small Finance Bank (14-05-2024)
Any idea when will Ujjivan SFB shares be transferred to former Ujjivan financial holders?
HBL POWER SYSTEMS: Booting-up for the Race of the Century (14-05-2024)
For those who wanted to deep dive, here is a good article comparing Lead Acid and Lithium Ion batteries. Using a vertical bar comparison it shows where pure lead (PL) batteries stand. I guess you can place PLT (pure lead-tin) slightly above PL.
Axtel Industries Limited: A proxy to packaged food industry (14-05-2024)
I recently started tracking this company and based on initial looks, there seems to be many points in company’s favour. However, my biggest concern is future growth potential when the overall FMCG market will grow in single digits in terms of volume especially when big FMCG players would always strive for efficiencies with their fixed assets.
Also, it looks like their customers are majorly big FMCG brands like Mondelez, Nestle, etc. who will have superior pricing power against a 1000 Cr company, so significant margin expansion also seems less possible.
One sectoral tailwind that I feel should benefit Axtel is the emergence of new age D2C brands and if only a few of them turn out to be big players of tomorrow, Axtel with its good quality and better pricing than European players could get their business. I don’t think a scenario where significant growth will come on the back of traditional FMCG giants.