The boat has rocked(results) enough, lets not rock it anymore(destabilize Electric exchange which is not ideal, but not bad either).
For now, shelve it and approach later could be another speculation.
The boat has rocked(results) enough, lets not rock it anymore(destabilize Electric exchange which is not ideal, but not bad either).
For now, shelve it and approach later could be another speculation.
Cera - Getting constructive, tracking position soon
Following are not the reasons why I am getting constructive on Cera
Following is the reason why I am going to take tracking position in Cera (1-2%)
Considering business will remain pretty much india focused over next 2-3 cycles - can company’s strategy of focussing on only two product lines- bathware and sanity ware making it vulnerable to competition or it will improve the focus and thereby making it harder and harder for a competition to break in?
GODREJ AGROVET 480: Weekly Time Frame Chart
Safe to assume bullish bias ahead post breakout of Inverse H&s pattern.
Performing a fundamental analysis briefly on AHFL.
Facts:
Financial numbers (important only)
View:
Based on the above, I believe it is a good company to be invested in as it is fairly valued. I think institutional money (including MF inflow) will also follow if performance remains in this manner.
Happy to receive feedback/ suggestions/ discussion etc. Thanks.
[Disclaimer: I am invested in this stock in June 2024 at entry price of 340.]
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Updates:
Not that straightforward but let’s speculate a step deeper
So basically the MBED means Market Based Economic Dispatch. This is a proposal to have a centralized clearinghouse that will sort all the sources of power and dispatch the lowest-cost ones, thereby lowering the cost of average power nationally. But this would theoretically impinge on the Electricity Act and independence of state-owned discoms. Now with a weaker Government at the center with a coalition with the state-level regional players, this issue of market coupling can become a contentious issue and with the dynamic of power shifting towards the state government and regional players they can dictate the center on multiple issues including this issue as well. So I don’t think that the loss of RK singh will impact market coupling, but dependence on the regional parties running state governments can.
Thank you for this insight Shiva. But in the IRB concall, they maintain guidance of Rs 8 for the year and also mentioned slight increase of cash from new HAM asset. If that’s the case the div yield before any taxes is as Kalyan mentions above i.e 12%. They have enough space for debt and the toll revenue would increase slightly over time. So why is it not good for invit price if the invit doesn’t take more assets in the near future? Is it cus there are other options out there that do it and therefore might actually provide a better yield? Sorry for the long question:smiling_face_with_tear:
Did an analysis of the Q4 results of Zomato here. The major talking point in the earnings call + Q4 PPT was Blinkit (Quick Commerce) where Zomato has been expanding quite rapidly.
Here’s a brief summary:
Food Delivery
Quick Commerce
Others
At a P/E of >450 times (had to double check this) – at this valuation unless Zomato can double it’s profits every year, it doesn’t warrant a good entry point.
Disclosure: Not invested, tracking to see how long the frothy valuations can last.
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