Dear @Hemant_Kumar2 ,
Do you have a PF thread ? Also are you invested in any of these names ?
Posts in category Value Pickr
Neuland Laboratories Limited – Transformation towards niche APIs? (31-01-2024)
Thanks for asking this Q.
Sajal Kapoor sir answers in one of the Twitter spaces. I am sharing the YouTube link for the same.
Chemicals & Healthcare Q&A ft. Sajal Kapoor 20.12.2023
Please watch the timeline from 24 minutes onward.
Hope it helps.
dr.vikas
The harsh portfolio! (31-01-2024)
@newbie_007 check this
IREDA: Renewable Energy Powerhouse (31-01-2024)
Very True. If my valuation was high I would not have taken a loan instead would have made a down payment. The issue is not of giving loan to growing companies instead its giving loan to companies some listed above who have extremely poor track record.
Neuland Laboratories Limited – Transformation towards niche APIs? (31-01-2024)
Pls share your thoughts on promoter selling
Parameters to check before buying a stock (31-01-2024)
Promoter holding kei less than 30 APL also so it’s doesn’t matter.so plz focus on business not holding. Dividend doesn’t matter also
Neuland Laboratories Limited – Transformation towards niche APIs? (30-01-2024)
Thank you. The filing has the date of Feb 08 but no registration link.
If anyone has the registration link for the upcoming please do share it here.
IREDA: Renewable Energy Powerhouse (30-01-2024)
I may be wrong but when i took a home loan, neither my salary was enough to cover the loan nor did i have any collateral other than what i bought from that loan i.e. the home. But as years went by, i was able to earn more and always paid the installments. Shouldnt that apply to companies as well.
CDSL – Stock for our children (30-01-2024)
Sometimes comparing charts can open your eyes
For many including me think cdsl as a high growth stock but when we compare the up and down and give a clear view sometimes story turns out to be quite different.
Like i have created a small tool in my sheets to compare two stock charts by adjusted figures and found even after 60% rally in one year nifty and cdsl are almost same returns.
(note if we go farther picture is much rosier)
Rain Industries – An oversold de-leveraging play (30-01-2024)
After the recent announcement by the management, I wonder if there is any impairment of goodwill in the cards in this year annual reports as goodwill as % to networth is very high (81-82%). so this can put more selling pressure on the stock in coming few days OR another way of looking to this is that Market has already priced in this factor/news/event by assigning a low PE/PB multiple to this company so it may not fall further.