Minus the tax on capital gains.
Posts in category Value Pickr
Geekay Wires Ltd (13-03-2024)
Do not post one liners which does not add any value & save the precious forum space.
Geekay Wires Ltd (13-03-2024)
Do not post one liners which does not add any value & save the precious forum space.
Sula vineyards – pioneers in indian wines (13-03-2024)
I agree. 15% for 20 years is very rare for any company to deliver. I just wanted to highlight the fact that wine is so small right now that even with those high numbers it would only reach current UBL numbers. Not really a growth assumption.
Arman Financial Services Ltd (13-03-2024)
well this is purely my personal view , i may be totally biased.
I like the credit/lending business because of many reasons ,i think we all write 10 of them.
First when any country grows at 8% the biggest beneficieries will defenitely be lenders.
Second thing is the overall perception of indian PSU banks is changing , look at BS of all PSU banks in last 3 yrs.
Third thing is , The perception of RBI towards NBFC is also changing, look at the last 12months circumstances.
and also try to understand the kind of practice this NBFCs are doing.
Fourth factor is JIOs entry which impact may be less but not negligible.
Fifth, if u understand problem of CD ratio, the only solution is to go to villages and increase ur customers base, and obviously lend to micro finance customers.
tell me who will be looser of all this factors… …
Disc. Not invested in arman Holds Canara bank , JK bank & BOB
Crestchem Ltd – Nutritional Chemical company (13-03-2024)
Turnaround looks quite good while analysing last few qtrs.
However one thing that bothers me to take a call yet.
Isnt their product portfolio cyclical?
Dont wanna end up watching the stock at the peak of the cycle.
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (13-03-2024)
Clarification from BCL –
Nazara Technologies (13-03-2024)
Disc- invested and biased
Dhruv’s Portfolio: Comments Appriciated (13-03-2024)
https://www.moneycontrol.com/india-investors-portfolio/
Search on this link
Geekay Wires Ltd (13-03-2024)
Seems like good fundamentals, correcting due overall sector fall.