They were partners in Apollo Munich. And it was merged with HDFC ergo. Why again planning to join the health insurance bandwagon?
Posts in category Value Pickr
HDFC Bank- we understand your world (23-10-2024)
Good comparison of recent quarter results.
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (23-10-2024)
My thoughts as well. I guess, this is what market is now pricing in. Shareholders are getting shortchanged these days. Only consolation is you get to apply for IPO in both categories – shareholder and retail/hni. But again even if you own 1 share you’re eligible for shareholder category.
Indiamart Intermesh – Indian Alibaba? (23-10-2024)
You know what guys, I though to keep a check on which company’s quarterly results are good and take advantage is their run up post results. Checked on X as someone known presented the results as bumper – super – duper. I agreed that a 100% or so jump in revenue is good enough only to see next day stock tumble.
What happened here?
Shakti Pumps – solar shakti (power)! (23-10-2024)
Well, yeah. I had quoted that from X and what I wonder was that with such a wide market why is Shakti pump at such low PE when other RE players are 100+.
It may be because of this business doesn’t have longevity which impacts the valuations or who knows we all have made a jackpot. 
As others have quoted. – it’s nice to know that they have PhDs but then as oft quoted that between quality of a business and quality if management it’s former who beats the latter … if i may say hands down.
Others are welcome to put their views on why the pe of Shakti pump is at 36 which in today’s environment may be called a value.
IDFC First Bank Limited (23-10-2024)
Yes thanks, I am aware of that.
Much needed increase in Tier 1 capital.
The harsh portfolio! (23-10-2024)
What about the valuation
Pennar Industries Limited (22-10-2024)
Dhruv bhai…please make videos more interesting…please change the way…like divide the video in 5 parts…1 Brief history 2. What the company do 3. Revenue, ebidta, pat mix, 4. Growth drivers, capacity expantion, peer comparision etc… 5. Final conclusion…In this way video will be more interesting…