Likely long term anti-thesis:
People will listen to personalised music.
This is just beginning of trend: https://www.suno.ai/
Posts in category Value Pickr
Saregama India Ltd: India’s premier music publishing label (27-03-2024)
Priti International Ltd (27-03-2024)
PRIT INTERNATIONAL LTD DOWNLOAD THE RESEARCH REPORT FROM THIS LINK.
https://drive.google.com/file/d/1ZfGd4u4iJ7NDkOkgtdwu_q0vY4cAF6-d/view?usp=drivesdk…
DISCLAIMER: I AM NOT SEBI REGISTERED RESEARCH ANALYST/ ADVISOR.
THIS IS JUST FOR EDUCATIONAL PURPOSE.
Tejas Networks – Product based IT business in a favored sector? (27-03-2024)
A good article on RAN and O-RAN technologies in cellular network infrastructure, and US initiatives to ban Huawei RAN equipment worldwide and to promote O-RAN technology to ward off possible cyber attacks in future.
Gufic BioSciences Ltd (27-03-2024)
Yes, I think stunnox having the same efficiacy as a Botox / or other highly used botulinum toxin, and if stunnox is priced at a discount, that will be one of the reasons to go for that.
Natco Pharma: Focusing On Complex Products (27-03-2024)
My two cents:
- Earning growth will be higher from previous quarters in general for Pharma companies due to easing of pricing pressure in US. Complex generic is the place where money can be made.
- In heady days of 2015, pharma companies were considered as defensive stocks. Pharma companies current valuations around 20 is attractive, considering 2015, where they command 70PE also.
My views for upcoming years is highly positive for pharma sector.
Disclosure: Invested in Natco, Aaarti Pharmalabs and Supriya Lifescience
Anant Raj Limited (27-03-2024)
There is nothing mentioned in concall or presentation about how they will get power. What relevance it has here about where they get power?
It was mentioned in concall that cost is approx. 15% to operate data center. Means 85% operating margin.
Disclosure: Invested.
Long term bonds (27-03-2024)
Today, I have started investing in Long Term funds. Started with first trench of investment, 4% of portfolio in SBI Long Duration Fund Direct Growth, I’m planning to move all my FD’s which is around 45% of portfolio to long term debt funds.
With FED gearing up for reducing interest rates is this the best way to play that macro news or should I get more exposure to finance business (I already have 30% of portfolio in large cap private banks).
Would love some guidance on this! Thanks
CCL Products (27-03-2024)
What is the impact on CCL due to recent surge in coco prices?
Man Industries (India) Limited (27-03-2024)
Man Industries announces the commencement of its 50,000 MT ERW Mill plant.
With this facility, they’ll be eligible for a concessional income tax of 15 % till perpetuity.
Does anyone know the reason for this concession? Does this mean going forward the tax rate will be reduced to 15% from the current 25%?
Technocraft industries (27-03-2024)
The company will start the commercial production of aluminium fabrication which has even more realisation compared to Steel formwork/Scaffolding now