source: The Ken
Posts in category Value Pickr
Use of Large Language Models For stock research (01-02-2024)
Hi
I can help with the testing part as a user. I am not from an engineering background. But I have worked in Paytm as a product manager for 3 years before becoming a full time investor. Message me if you think we can do something together here.
PayTM (One 97 Communications Ltd) (01-02-2024)
Why do you think there is no room for margins? They are upwards of 50% contribution margin and marketing as a percentage of revenue or GMV has been consistently coming down.
Operating leverage is now playing out in the company and the recent quarterly results are evidence of that. The company is making cash every quarter. Let me know what am I missing.
I am invested in the counter. Continue to be long Paytm.
Solar Industries Ltd (01-02-2024)
Whats the latest update on the companies working. Pls share any update if available.
PayTM (One 97 Communications Ltd) (01-02-2024)
Hello
Any document which shows the lending business in stress? I think the indicative bounce rates and recovery rates disclosed by the company are top notch. On top of that the company continues to increase the number of lending partners. I have not see any evidence of defaults going up in any kind of lending the company does.
Aerospace and Defence stocks of 2024 (01-02-2024)
With defence outlay of over 6 lakh crores in interim budget 2024-25, time to focus on defence space.
HUDCO Urban Development – Will it develop the investor too? (01-02-2024)
The future for Hudco appears to be bright if it is getting an IFC status from its good old HFC Image. In anticipation , the stock price has already run up a bit.
However, already there are other PSU’s like PFC , REC, IRFC, IREDA with proven capability, So how much they can effectively lend for infra project and minimise NPA is to be seen.
As far as Stand alone HFC in PSU finance space the valuation of LIC housing finance looks much better as it is yet to catch up with investor fancy.
Discl: Not invested in Both the stocks discussed above. Not a buy sell recommendation
pl do your own assessment before investment
Best Agrolife – Think Big, Think Best! (01-02-2024)
General update.
Deepak Fertilizers and Petrochemicals (01-02-2024)
The Consolidated result for the quarter includes loss from Ammonia Business amounting to Rs. 3,420 lakhs, and loss for nine-month period is Rs. 18,101 lakhs emerging out of initial stabilization period and low Ammonia prices globally. During the current quarter the Ammonia Plant has achieved a stable capacity utilisation.