Just looking at it over last few weeks.
Forget the capital investments, holdco investments(as they will not be sold) and looking at core chemical space it looks set for rebound.
Any trigger you have identified
The areas where it produces specially surfactants and fatty alcohol and acids is in low demand and prices are expected to be low this year.
As per the managment interview they are targeting 1000 crore revenue in next 3 years.
Hi, how is the LTGILT etf, since it has a very low expense ratio, your views please
EFTA deal news dated 09/03/3024.
EFTA Deal: EFTA deal: Tariff cuts to be linked to investment by companies | India Business News – Times of India (indiatimes.com)
Yes. A year Max. Just to buy on dip in the intervening period instead of deploying now at peak
How long do you want to hold funds for, 1 year?
Company’s growth plans seem seems great and it’s available at good value as well after the recent correction. Dr Sane also seems incredibly driven especially as the entire company came to existence because of his father passing away due to heart failure. So a lot of good things going for the company especially if they manage to organize the sector.
My biggest concerns are 3 fold:
Execution at scale – Both in terms of being able to execute their plan and in maintaining the quality of doctors when they expand so quickly. Heard the interview about their foctor approval process which seems very thorough so that’s good but still, doing is different to saying.
Human behavior – Heart diseases especially are always handled when shit hits the fan and once that happens, people have no option but to go for emergency care. Whether people will get into year long treatment plans to manage the early signs or even go for it after surgery needs some change in how we behave. Lot of awareness and customer education will be needed for that.
Ayurveda’s acceptance as a valid treatment science – Especially for people with money, the traditional route always tends to get preferred. The current govt does seem to push ayurveda but it’ll take a lot more effort. Comapny is doing the right thing by publishing aggressively about their test results but my sense is that it will take a lot of marketing efforts to get buy in from people.
As an aside, any idea why Mukul Agarwal doesn’t pop up as a stakeholder when he holds a big chunk from the issue last July?
Disc – Not invested but researching
Hi Shail. Thanks a ton! Since I don’t come from financial background and thus go into analysis paralysis even though answer is apparent. I also appreciate this forum where people are discussing such quality matters where and discussions are quite coherent unlike other forums where group thinking is degenerates into utter chaos.
Regards
Hi JP, Thank you for your effort. Will reply to your email to schedule a conversation.
Have there been instances where bonds also fell along with equity, other than 4 years ago? Doesn’t equity market fall also suggest a declining economic activity, and as such, sales, profits of listed entities will go down, and many debt funds hold paper of listed companies, listed groups, so is there a possibility of entire bond market going down? I am not particularly concerned about a single bond default, or a few, but can the bond market too go down with equity, if indeed there is a big fall?
FDs in banks, in PSBs to be precise, are safe compared to debt funds, but as debt funds score more over FDs, I also choose debt funds, but as I do not know to whom my FD money is lent, I am not and cannot be concerned about NPAs, but with debt funds, I know what is done with my investment, what paper is in the PF.
And also, obviously, I have no control over the returns of debt funds, as I don’t manage them unlike my stocks.
So, the question.