So I have compiled these figures from previous yrs balance sheet. Basically it is an account for expected credit loss/allowance for doubtful debts. So the net re-measurement of loss allowance is the provision/allowance for doubtful debts expense the co. reports in PnL. So if you go ahead and check the PnL this figure matches:
Posts in category Value Pickr
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (02-07-2024)
ValuePickr Ahmedabad (02-07-2024)
Hi, please delete the posted phone number, since posting in the thread makes it publicly visible.
ValuePickr Ahmedabad (02-07-2024)
(post deleted by author)
StageInvesting +Elliot Waves (02-07-2024)
Hi Stage!
Thanks for the educational posts, you were right on, bang again! Pokarna is already up 50% at ~800.Did you sprinkle any magic dust on it?
Maybe I’m trying to be a loud mouth being a newbie, but your point on investing 1 crore, i can relate to few !
The first thing people do (some I know personally) is stop taking risks.don’t make a selling strategy, go into a buy-and-forget mode, compares returns with MFs. Basically, the capital-protecting instinct takes over.
May be this is more related to behavioural/ pyschological or risk taking natures of individuals ?
Where is this nifty thingy heading?
I’ve been buying and selling based on nifty targets. Till now, I’ve had 24k in my mind… last week, it felt like something was amiss… but this week, mid/small/micro caps started their dope moves again. Now it seems 25k is inevitable within the ongoing month… or is this just the July magic?
How can one build ideal or fair “run” strategy, When should we run for the hills?
Ritco Logistics-Microcap opportunity (02-07-2024)
Ritco Logistics:
- Company raised a fund of Rs.100 Crs via Preferential Issue.
- Ventured into new segments of Cement, Steel and Solar
- Trading at a PE lower than industry’s level
Any other updates on Ritco Logistics ??
ValuePickr Ahmedabad (02-07-2024)
Hi, please DM me your phone number, will add you to the group.
Music Broadcast Limited (Radio City) (02-07-2024)
ENIL share price has consistently moved up due to better operational metrics, while MBL is still lagging behind. EBITDA needs to improve for next 2-3 qtrs post elections and upcoming festive season. Unless this happen, its difficult to sustain 83 PE, when ENIL is available at 38 PE. And somewhere both the groups need to learn to distance themselves from showing political affinity.
Sansera Engineering (02-07-2024)
@abhishek_sinha quite a detailed note; wrt MMRFIC <> Sansera, one item i am not able to get a handle on is what does Sansera bring to the table for MMRFIC;
Sansera’s competency is forging, machining of parts, while MMRFIC products are more fabrication led which has no overlap with Sansera’s core expertise;
so Sansera’s value add is not clear; it can connect MMRFIC with customers but thats the max it can do; it can’t add anything to the R&D, nor support in manufacturing (atleast till now), may be play some part in integrating the components for the A&D clients that MMRFIC brings/wins, is it that much only?
Any idea?
Nuvama Wealth Management: Proxy to Affluent India (02-07-2024)
Loan against Securities is completely protected against collateral. This is the only firm with complete solution for a full cycle. That is the reason perhaps their family offices clients are growing at higher rate.