As article points out, Kotak estimates very low probability of applying this type of law.
Nomura says if middle ground is taken, it can be implemented on non complex procedures. However, this reminds of regulatory risk and it may overhang on all hospital stocks.
D: Invested
Posts in category Value Pickr
Yatharth Hospital & Trauma Care Services Limited (01-03-2024)
Natural Capsules – Pharma play with solid fundamentals (01-03-2024)
I have exited the most of the allocation as uptick in revenues and profit is seems to be impossible in the FY25 itself.
Something wrong with capsules business also, earlier they were telling sluggish demand due to pharma companies are with excess inventory. Now all pharma company numbers are good still they are not able to see jump in numbers, this could be due to price erosion and excess supply from competitors also.
I will revisit once API segment make some +ve EBITDA
DLINK: Small Company with a Big Brand (01-03-2024)
I feel, we need to find a China Free Company, that even Chinese companies can’t come into. Might be compare Havells and Polycab. No Chinese companies can come into their way.
Zen technologies – A micro cap in the defense space! (01-03-2024)
Do Not See Any Delays In Payment From Government On Projects: Zen Technologies | CNBC TV18
Interview with CEO from 4 days ago, explained that acquired company was for anti drone vision systems. Also that payments are always received on time.
Disc: invested
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (01-03-2024)
This might help:
Key Differences
- Optimized for Variable Power: Solar transformers are designed to handle the variable power output from solar panels, which changes due to factors like sunlight intensity and weather. Traditional transformers are usually built for more consistent power sources.
- Lower No-Load Losses: Since solar systems continue drawing power even at night, solar transformers are designed with lower no-load losses (the power consumed when a transformer is energized but not supplying a load). This improves efficiency when solar energy isn’t being generated.
- Harmonic Mitigation: Inverters used in solar power systems can introduce harmonics into the electrical grid. Solar transformers often incorporate features to mitigate these harmonics, ensuring cleaner and more stable power output.
- Electrostatic Shielding: Solar inverters can cause electromagnetic interference. Solar transformers often have electrostatic shielding to minimize these effects, improving reliability.
- Environmental Considerations: Some solar transformers may use environmentally friendly materials like biodegradable insulating oil or dry-type construction instead of traditional mineral oil.
Reasons for the Differences
- Efficiency: The unique demands of solar power systems require transformers optimized to save energy and reduce losses.
- Power Quality: Solar systems must maintain power quality despite fluctuations. Specialized transformers help to manage harmonics and other issues related to the power coming from inverters.
- System Compatibility: Solar transformers work in sync with the inverters and other components of a solar photovoltaic system.
Indiabulls Real Estate Ltd and Embassy Group Scheme of Amalgamation (01-03-2024)
Can u please point me to the posts in Twitter, I am not able to find your posts there. Many thanks.
Is small, micro cap sector over priced? (01-03-2024)
It is not Overpriced.
Reason 1: This so called ” overpricing ” has occured when Indian interest rates are very high. Small cap stocks move opposite of rate hikes.
Reason 2 : FII ownership in India is way too low. By this year November Indian Yields will go down significantly because of Inclusion in Bond indices. All Rating agencies have an inherent Bias in Indian rating( Google Australian Professor Salvatore Babones and Sanjeev Sanyal to get more information on Indian rating Bias). Whenever they correct it , it will be a steep correction in India’s rating. Leading to sharp decrease in country risk premiums. As per my friends in all Global Valuation teams , Country risk premium is used as denominator of all equity pricing models. So I do feel that by next year markets will improve a lot for small caps. Also for those who still feel small caps are overvalued have you not heard of Metals , Chemicals , some pharma, bottom of pyramid consumption and logistics? Some place somewhere always has a discount
Natural Capsules – Pharma play with solid fundamentals (01-03-2024)
On API you are very right, The companies promise of Q1 FY25 for the small volume commerical sales should probably be taken up with a truckload of salt.
I am genuinely confused whether it is taking them so much time as they are just venturing into the field. But there exist people who take care of projects, approvals and equipment installations to make the entire job seamless right.
Did the company not engage them and is trying this out as a DIY?
I am concerned that if a new player comes in for the same Steroidal API mfg stuff and reduces the market size for NatCaps.
HPMC commissioning has to have happened by now, Shot off a mail asking if they can share an update and called them. As usual, You will get a response sir was received. Let’s see.