Hi Malkd…Any update on portfolio…What are you doing these days…Will love to hear your views. What ’ s your view on infosys at 1420?
Posts in category Value Pickr
Track your portfolio using Google sheets (17-04-2024)
I tried this and it worked: =QUERY(FLATTEN(IMPORTXML(“https://economictimes.indiatimes.com/mangalam-worldwide-ltd/stocks/companyid-2046000.cms”,”//span[@class=‘ltp’] ”)), “limit 1”)
Thanks for sharing this @sairaghav
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (17-04-2024)
any one has more update on this?
Galaxy Surfactants (17-04-2024)
Marcellus has exited from Galaxy from both Little Champs and Rising Giants portfolios.
Disc. Invested.
Brookfield India Real Estate Trust (BIRET) – Institutionally managed REIT (17-04-2024)
Not sure how relevant this is for Indian Office Spaces / Commercial RE, as a growing economy can we consider ourselves to be immune to such issues in the medium run?
Caplin Point Laboratories (17-04-2024)
You can check on caplin point website
Caplin Point Laboratories (17-04-2024)
Pharma Export Formulations : 76%
Domestic Formulations : 13%
API: 6%
Agchem : 2%
Osia Hyper Retail Ltd (17-04-2024)
Osio Hyper Retail Ltd
A retail chain incorporated in Gujrat but now expand its business to Uttar Pradesh.
- Demand Drivers
-
Growth in Revenue
The company revenue is compounding with the CAGR of 34% over the last five years. The Current Revenue for the year is 1019 Cr.
Its Close competitor Spencers Retail at the same time its Revenue at the CAGR of 2.9% -
Profitable
The company is profitable with the operating profit margin of 6% and the Return on capital employed is at around 15.10%. -
Store Network
The company has the retail space of 7 Lakh Sq. feet, with the store count of 37 stores.
Its peer Spenser Retail has the total retail space of 14.7 sq. feet. -
Experienced Promoters
Dhingra Chopra, whos is the key promoter of the company has the 20 year of experience in the retail industry, he is previously employed with the National Handloom Pvt. Ltd and is responsible for its expansion.
- Challenges
-
Intense Competition
The organized retail is characteriszed with the intense competetion, many large foreign players trying to panetrate the market, who have deep pockets and are trying to capture a peice of the pie of the market. -
ONDC threat
The ONDC is an impending risk that can be a double edge sword, that can help brand to penetrate the market, but at the same time can also put several small retailers in par with the brand, leading to price wars, that leads to margin erosion in the long term. -
Real Estate
Finding locations in high street areas are also becoming constraints, specially in Ahmadabad.
Disclosure: Invested