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Posts in category Value Pickr
RPSG Ventures – A proxy IT play and an emerging FMCG company (25-01-2024)
Its there in the notice for postal ballot…
Is China investible? (25-01-2024)
Stone !
How below news can be related to near term flow of FII out of india ?
Could this be one off such bets ? They closed “The Asia Genesis Macro Fund” after -18% return in first few weeks of 2024.
What this fund is seeing or a looking at which we might be overlooking ?
I am not trying to be all gung ho on the india story but just trying to understand how FII sees india in the near term, also how should we see the term “near term” itself ? ( months ?, year ?) > https://www.reuters.com/markets/asia/singapores-asia-genesis-closes-hedge-fund-after-losing-bets-china-japan-2024-01-23/
Vedant Fashions (Manyavar) – Niche Branded Retail (25-01-2024)
Fireside Chat with Vedant Modi, Vedant Fashions Ltd. (Manyavar-Mohey)
A good interview of Vedant Modi which provides many insights about the working of Manyavar. The emphasis he is giving to analyzing data for every aspect of business is quite commendable.
HDFC Bank- we understand your world (25-01-2024)
There are other ways to lower your CDR ,they can simply sell there loan books and raise cash and reduce CDR ratio.
This might hit eps in the short term or hamper growth but it is definitely going to imporve net intrest margins and help them reach a more comfortable CDR.
I have recently invested in hdfc bank rather than keeping money in bank fds as sooner or later intrest rates are going to fall and we might see other smallcaps or midcaps prices valuation elevate more than they already are.So hdfc seems like a decent bet to me in this overbought market getting a bank which is known to have the best quality loan book amongst it’s peer and that to at a historically low valuation is what got me intrested in the stock.
I have invested as a swing trade bet and will change it into a long term holding depending on how things play out.
Selecting a broker (25-01-2024)
“Tradeswift”
You can try this broker ,please do your own research before taking any step.
Selecting a broker (25-01-2024)
“Tradeswift”
You can try this broker ,please do your own research before taking any step.
Kovai Medical Center and Hospital – Health and Wealth (25-01-2024)
While going through the latest annual report of the company I have found some interesting data about their revenue breakup. We have seen that KMCH since inception has been investing heavily in advanced medical equipment. During FY23, over 20% of revenue came from diagnostic services. I haven’t checked for other hospitals yet, but it is quite large and margin accretive I guess.
