Higher mateircal cost leading to lower OPM from 16% to 14% is spooking the market. but i think thats overreaction.
Posts in category Value Pickr
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (12-02-2024)
I exited post the concall. As you rightly said, they keep moving the goalposts after every quarter. Is this not a red flag for you, that they keep revising guidance?
HDFC Bank- we understand your world (12-02-2024)
You are correct. HDFCBK is the parent company of HDFCAMC & HDFCLife. When any of these entities want to increase their holding in banks (for investment purposes), they need to seek RBI nod, made in the HDFCBK name.
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (12-02-2024)
One of the analyst asked if any professional management needed to brought in. For Mr. Suresh replied in detail that their 1st priority is the bottom line and not the top line. In a way he’s correct but how log the investors will be patient needs to bee seen
Welcome to ValuePickr Investing Forums (12-02-2024)
Thank you. This is very useful to get started.
Chalet Hotels – Playing on discretionary spend (12-02-2024)
The company plans on a QIP.
PDS Limited – A platform for entrepreneurs (12-02-2024)
@Chins thanks for the work you put in!
Was trying to do some digging from my end as well, could you point me to the source where management talks about 1000cr PAT by 2027
IRM Energy – A new kid on the (listed CGD) block (12-02-2024)
HDFC sec raises target to Rs 665 based on Q3 results
Share India Securities – will they give security to Retail (12-02-2024)
Where did you find pledge going down?
As per Stockedge it has increased in Dec qtr
