Just a small doubt. I know that the right entitlement gets traded in the market. So, the RE share will be credited to our Demat account during the time of application, like Skipper RE gets traded??
Am I right?
At the time of rights issued by VI, I had the right, but I didn’t get anything credited to my Demat account. I only got an envelope at my address.
Posts in category Value Pickr
Indiabulls Housing – A compounder from here? (07-02-2024)
PayTM (One 97 Communications Ltd) (07-02-2024)
PPBL enabled PayTM super-app to window dress customer database and provide better optics to partners who provided products that would be cross-sold over the PayTM super-app… Now, without an inhouse payments bank, a true picture will emerge, thus negating any artificial opportunities to cross-sell third-party apps.
Visaka industries ltd (07-02-2024)
Just a quick read through the article and you note that the patent is for the packaging of the solar cell into a durable and weather resistant panel.
In solar roofing the more valuable patent is about the energy efficiency and the electricity generated. This patent is useful but not disruptive.
That said visaka has been in building roofing products from asbestos for a long time. They have a history of unrelated diversifications like a textile plant etc if you go far back enough.
That said, joint md seems to be next gen and maybe a generation chang e will be good like it has been in companies like borosil group.
Disc: not tracking not following not invested.
Visaka industries ltd (07-02-2024)
Fair. Although, most PR is paid these days.
Nevertheless, the segments they are in should ideally be on a hyper-growth trajectory, given the intense infra & capex, growth in housing, focus on solar, and EVs. Yet, for some reason this doesn’t seem to be reflecting in their numbers, not yet at least. But they also claim to be 1-2 in their segments, so is it that the need for their product hasn’t kicked in as we’re early in the cycle?
This one is perplexing me at the moment.
Recent price movements and ATH volumes indicate something is brewing.
Let’s wait for quarterly results.
Visaka industries ltd (07-02-2024)
If you look at the outlook article on the top right hand corner it says OUTLOOK BUSINESS INITIATIVE which means its a paid article. The tone of the article is all glowing and positive about the joint md. It’s a profile building activity for him.
Just my two cents
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (07-02-2024)
Thanks and typically i have noticed internationally shipping have PE of 10-15. Is that a good way to look at it.
IDFC First Bank Limited (07-02-2024)
Anyone who is closely tracking IDFC and bank, what are the regulatory hurdles remaining for the reverse merger. From the past experience and guidance, any timelines we can think for merger.
Disc: invested in idfc with intention to hold bank.
ValuePickr Carolina (USA) (07-02-2024)
World is so small Aritra , you took my interview for the bank.
Aurobindo Pharma (07-02-2024)
Aurobindo Pharma share reacted negatively to FDA inspection report of its subsidiary Eugia and is down more than 10% of its recent high. However it is surprising to see no reaction to the news of sale of Eugia. Also the terms are not clear as there is a payment related to 20 years lease.
Anyone tracking it may share the development. Also VP veterans and people of pharmaceutical background are requested to elaborate for general boarders.
Indiabulls Housing – A compounder from here? (07-02-2024)
There would be no dilution if a shareholder subscribes to right issue. Alternatively rights entitlement can be sold at fair price if shareholder is not interested to subscribe. Rights issue will be dilutive only if a shareholder does nothing i.e neither subscribes nor sells rights entitlement.