sir can you tell me some rising proxies players in this sector
Posts in category Value Pickr
Welcome to ValuePickr Investing Forums (26-04-2024)
hello sir i am new on value pickr so i m little bit confuse regarding how to use this …also i want to know how can i follow person like you on this platfrom for any news or update coming from you lilke that if you post anything on value pickr i get notification that you are posted something . plz suggest me sir thank
Apollo Finvest – Scalable business run by motivated promoters (26-04-2024)
Hi, any update about the company
HDFC Life Insurance Company (26-04-2024)
When i restarted investing in the markets, this was my first buy, in 2019. If I had put this money in a savings account, it would have generated more. I really don’t know why insurance biz is not picking up in spite of low penetration and a black swan event like COVID. I have a theory but it is more philosophy than economics
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (26-04-2024)
One way to analyse banking apps is via playstore
As per google playstore banks ratings are:
ICICI 4.5
HDFC 3.8
Kotal 4.1
SBI 4.0
So and so…
Screener.in: The destination for Intelligent Screening & Reporting in India (26-04-2024)
Hi,
You need to be a Premium subscriber for that. Get the paid version if you are not. And then go to
Tools => Latest Announcements => Add Filter
Create a filter for the term(s) you require such as “Bonus OR Stock Split”. Then click on Show Results and then click on Add Alert
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (26-04-2024)
Probably it ran more than it should in everything bubble and now in time correction. One can always observe most of the chemical stocks were in multi year consolidation phase prior to 2020 esp. COVID era darlings. We never know when they will break out again. Especially now that Chinese factories are back online they are exporting their deflation mainly in all commodities. This is hurting our companies as well.
La Opala RG – Aspirational consumer story (26-04-2024)
I feel so because of the same points I mentioned. Retail businesses require heavy investments in distribution channel, brand building and marketing. The company can easily afford to do a lot more than what they have been traditionally doing. If things have changed in the last few months like you say that would be a good thing. Lack of adequate investor communication doesn’t help my case. Maybe I will revisit my thesis after this year’s Annual Report is published.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (26-04-2024)
DBOL investor presentation is not well presented. to regular shareholders like us it is too complicated…
they should capture production, sales, opening stock, etc very clearly… instead of giving some many complicated graphs !!
HDFC Life Insurance Company (26-04-2024)
The biggest overhang for the insurance company stocks is the looming tax dispute battle for agent commissions. Quote: “HDFC Life on June 23 said it had received a show-cause notice from the Directorate General of GST Intelligence (DGGI) demanding Rs. 942 crore tax for the July 2017 to FY22 period”.
The Tax Department is alleging that Insurance companies are paying agent commissions far in excess of what is legally permissible. Please note that the issue is industry-wide and not limited to HDFC Life alone. If the Tax Authorities are right, then their claims on Insurance Cos. are aggregating 1000’s of crores.
This in turn can lead to prolonged tax litigation. It is tough to predict the outcome and timeline of such disputes. Plus, any clamp down on agent commissions could adversely affect the distribution network of insurance policies, which will further impact the future business growth.
Source:
Disc: Invested since more than 1 year