What’s the rationale of both edelweiss and Nuvama , is it because of free issue of nuvama as bonus shares or fresh investment?
Posts in category Value Pickr
Unemployed investors portfolio (01-04-2024)
What’s the rationale of both edelweiss and Nuvama , is it because of free issue of nuvama as bonus shares or fresh investment?
Easy Trip Planners (Easemytrip) – An outlier in OTA (01-04-2024)
Paid 19 times sales, extremly high…
Pricol limited – OEM automotive (01-04-2024)
How can you be so sure about the 30% ?
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (01-04-2024)
Satia Industries Ltd.
Research Report.
Disclaimer : This post is just for educational purposes, Not SEBI REGD.
E2E Networks Ltd – Listed small Cloud computing player (01-04-2024)
Sharing a few interesting videos that I came across regarding Data Centres.
Data Centre Decoded #datacentre | Ameya @finstor85 | Dinesh | #AI Prince
2 SAAS stocks benefiting from DataCenter Revolution
Data Center Capex: Hidden Beneficiaries | Sadhan Deep Dive Sector Analysis
Hope it helps.
dr.vikas
Shriram AMC – Waking up after a hibernation. Mcap 300cr (01-04-2024)
Dear @rp6 thanks for sharing this note! Really helpful. Could you shed some more light on what went wrong in 2013-14. As you have pointed out, earlier it was not a subsidiary but privately owned and now that has changed. But is there some discussion around what went wrong back then, and why it wouldn’t again.
Thanks so much!
Deepak Fertilizers and Petrochemicals (31-03-2024)
I was going through research report of Aegis logistic here are some capex they are doing.
This initiative aligns with India’s National Green Hydrogen Mission (NGHM), which has allocated INR 19,744 cr to achieve a production target of 5 mn tonnes of green hydrogen annually by 2030. Green ammonia, a derivativeof green hydrogen,
will also be produced under NGHM and it will be especially relevant for the
fertilizer industry. Currently, Indian fertilizer companies primarily derive ammonia
from imported LNG, leading to higher production costs. Over the past three years,
the government’s subsidy for the fertilizer sector has been significant, reaching
INR 1.3 trillion in FY23, INR 1.4 trillion in FY22, and INR 1.1 trillion in FY21.
With the anticipated growth in fertilizer demand in India, the need for ammonia is
also set to rise. The government’s strategy to shift from imported LNG to a cleaner
and domestically produced feedstocks is expected to increase the demand for
green ammonia and its related transportation/storage infrastructure. AVTL’s
upcoming green ammonia storage facility is poised to be a key strategic asset,
potentially benefiting greatly from the NGHM.
Cineline India – Picture abhi baaki hai (31-03-2024)
However, it won’t pan out like that as per me. I am doubtful on 500 Cr valuation for hotel. It is a stretched valuation. IHCL is presently a 84000 Cr Mcap company with 23000 operating rooms and 10k+ inventory.
Hence, conservatively we should consider 2-2.5 Cr per room valuation for Goa hotel. My assessment is 350-400 Cr.
Further, they will use this money to get debt to a comfortable level (From ~350 Cr to ~<100 Cr for <1 debt to equity). The remaining 100 Cr will be used for reinvestment. I agree it will still be better.
But, I don’t hear any progress on hotel sale also.
Smallcap momentum portfolio (31-03-2024)
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