An article on moneylife website about accounting manipulations.
Posts in category Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (22-10-2024)
- Profits in H1FY25 at Rs 22 crs slightly more than FY24
- CFO in H1FY25 at Rs 94 crs is more than double of FY24
- Net cash of Rs 305 crs which provides ability to expand capacity
PayTM (One 97 Communications Ltd) (22-10-2024)
Paytm Q2
- Cons PAT at ₹928 cr vs loss of ₹839 cr QoQ
- This quarter’s results include an exceptional item. The sale of movie ticketing and events business (PayTM Insider) contributed to a positive PAT. However one should see that as a one-time, non-recurring transaction
Spandana Sphoorty Financial Limited – An Efficient Player (22-10-2024)
wow! Its a free fall for Spandana~!
New Management seems action oriented and they talk a good game managing risks. All of MFI is struggling but then, the way Spandana price has gone down makes me wonder whether there is any big surprise awaiting in the Q2 results. Have to wait and see.
I have invested in both Bonds and Equity of Spandana.
NPST – Technology Provider for UPI Tech (22-10-2024)
• FY25 growth guidance 75-100%
• For FY26 will give guidance by March 2025. From the time we begin a year till the end, there are a lot of changes and a lot of opportunities we didn’t anticipate. Like, when I say interoperability in internet banking, that’s not something which was even there in our commitment or guidance in the beginning of the year when I spoke to investors. But that has come right now. So it is only good to have the guidance coming in at the right time.
Relation between NIM and Interest Rate in Banking (22-10-2024)
When interest rate decreases, NIM impacted negatively, if fixed rate book is higher, then impact will be lower but if floating rate book is higher then impact on NIM will be higher. When interest rate decreases, bank has to decrease its lending rate almost immediately, else lender will object or transfer the loan to other bank but it can’t decrease the deposit rate on “Fixed Deposit’, so its NIM contracts.
On the other-hand during interest rate upcycle, bank immediately increase the lending rate but doesn’t increase the deposit rate (in fixed or saving) immediately or at all, so NIM expands. Higher floating rate book will be better to increase margin.
—Kindly correct me.
SW Solar – A Turnaround Story (22-10-2024)
@adminph2 please look into the above post by the thread creator to delete/merge to
Poor guys small portfolio (22-10-2024)
Instead blantly saying that you don’t like the stock, help him to understand why you don’t like and give your perspective in detail, otherwise it’s of little to no use to him
Dr Agarwal’s Eye Hospital Ltd (DAEHL) (22-10-2024)
Promoter Pledged percentage is 55.4 %
Is that an issue?