i think land bank is for expantion and not sale. they are coming with big formate with huge parking space…
Posts in category Value Pickr
Lessons from Corporate Misadventures – India Lessons (04-03-2024)
UPL in 2024… history does not repeat, but it sure rhymes
Avenue Supermart: a compounding machine? (04-03-2024)
How do retail investors get benefited by Dmart owning land and properties, unless they are liquidated at a higher price, when the company does not see any need for the assets, as the TAM shrank overtime, say in 20 years, as Dmart has matured.
How would any company which holds valuable assets benefits a retail investor unless those valuable assets are disposed and the proceeds are shared with the retail investors? These assets may attract another company, which gets some kind of a controlling interest and liquidates the assets, which benefit them but not retail, I don’t know if this can happen or not, I am saying that how does retail get benefited from Dmart’s increasing real estate assets?
If you can provide an answer w.r.t retail, that would help.
I am not from finance background, so there could be a lot of gaps in my understanding, and as you are a CA, you can provide a picture.
Have a position in Dmart, I consider it to be a very long story.
Sanghvi Movers (04-03-2024)
A good note to understand this new development. story seems intact for sanghvi n other players.
Suzlon-Energy-Flash-Update_2Mar24 (1).pdf (438.1 KB)
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (04-03-2024)
GMM meeting Marcellus
Avanti Feeds (04-03-2024)
totally agree with you . Avanti is only co which has maintained market share , profitability at this scale and has the unique advantage of size to take advantage of tailwinds in sector.
Muthoot Finance (04-03-2024)
gold price all time in international market
Live Gold Price Chart. surely nbfc will catch up
Simple Investing (04-03-2024)
Thanks for sharing your perspective. I will try to put the conclusion a little differently and see if it makes more sense. If at any point of time in 10yr journey, if half of the stocks you hold have the potential to double in next 3 years, it will mean an IRR of 20%. Your views are welcome on this
Senco Gold: Upcoming gold story! (04-03-2024)
Both Titan and Kalyan are PAN India players. Senco gold on the other hand is currently present mostly in East. They are trying to expand their operations in the North. If they successfully manage to grow in the north, there is a great possibility of PE rerating.