Posts in category Value Pickr
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (25-04-2024)
Hi. How do you see the result? On the face of it, seems negative, but market has not responded likewise. YoY sales were materially low may be due to restriction on export sales.
Indraprastha Gas Limited (Special situation/Long term) (25-04-2024)
Based on this interview, it looks like GAIL may also see a downward revision in HP pipeline tariff in the near future. That will bode well for IGL which receives its gas from the HVJ pipeline of GAIL. However, it is quite possible that the regulator may also ask IGL to share their city pipeline infra at lower cost if another player starts operations. I can’t seem to find any information about potential new CGD entrants in NCR. If someone’s tracking this and has some idea, please do share.
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (25-04-2024)
Kotak 811 has huge traction especially for onboarding corporate customers for salary accounts. Its absence will have a dire impact on deposit growth.
Raghav Productivity Enhancers (RPEL) (25-04-2024)
Anyone tracking the latest updates on this company – please shed your insights on this stock? Seems like solid consolidation in last 7 months and at support now technically.
Indian Energy Exchange (IEX) (25-04-2024)
Any thoughts about IEX to enter now around 140-150 price range.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (25-04-2024)
Any update on this? Is it in EPC space? What is the valuation of the acquistion?
Suggestion on mutual fund SIP (25-04-2024)
Quant mid cap is also doing as good as it’s small cap.
It the top fund in mid cap catagory.
It s 3 months return is 15 percent while 2nd best mid cap return is 11 percent.
Sandeep Kamath Portfolio | Momentum Investing (25-04-2024)
When we can expect adding of fundamental stand point, what is weightage given to 6M and 12M, have you considered Sharpe ratio ratio also, thank you.
Oracle Financial Services (25-04-2024)
Strong numbers from OFSS
Q4 Revenue up 12% YoY and Profits up 17% up year on year.
Dividend Rs 240
Now this is not blockbuster result like last Q but this is sill best in industry and stock is still reasonably priced considering sticky, geo-diversified, high margin, B2B, only listed blue blooded software products company.
Some analyst may have built unreasonable expectation based on last Q cloud bookings and we may see some knee jerk reaction.