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Posts in category Value Pickr
Banka BioLoo Limited (25-01-2024)
HDFC Bank- we understand your world (25-01-2024)
It may not be obvious unless you are from the sector.
The Management is of course aware of this. Once the base is reset we can expect growth, but not to the extent that justifies the Premium valuation that existed in the Past. We should anticipate lower PB going forward that historical levels and treat this stock as a steady compounder.
Laurus Labs – Can Business Transform to Next Level? (25-01-2024)
but the promoter itself is selling its stake?
Raman’s Portfolio – Review Appriciated (25-01-2024)
Yes I am still holding it. They have recently opened a store in indore location. Yes the pace seems to be slow. The company is very small w.r.t the market size it caters. It is currently 1.5% of my portfolio so I will keep holding it, Will decide to add/reduce based on the future developments. Thanks
HDFC Bank- we understand your world (25-01-2024)
Sometimes I think that we think too much about all this. In hindi they say Baal ki khaal nikalana…Let them give some time for synergy to play out.
“Polyplex Corporation “ Are Good Days Ahead? (25-01-2024)
I see the pledged percentage at 99.9%.That’s precarious isn’t it.
Laurus Labs – Can Business Transform to Next Level? (25-01-2024)
Laurus labs Onco API CDMO partner.
I think we need to wait and watch how things go.
HDFC Bank- we understand your world (25-01-2024)
Why couldn’t they anticipate this before?
Based on your comments, merger seems to have been counterproductive for HDFC’s biz. in the near term, and will take a while to sort things out.