Don’t miss FII’s and DII’s increasing their share
Posts in category Value Pickr
How to register with SEBI as a Research Analyst? (23-01-2024)
@Ferrari1976 Great informative thread. However seems like IGNOU has stopped the online program and is now offering a one year program PGDIFM offline.
Most of the queries are answered here, but since every case is unique – I’d like to DM/speak with you before i proceed.
My background:
BE in IT (Mumbai)
MS in CS (USA)
Worked as a developer (Sony, Goldman Sachs in US)
Worked as a product manager, SPM (Jio, Tata Sky, Priceline in Mumbai)
Very interested in equity research, hence came up with the idea to explore Sebi registered RA
But i don’t have any finance degree like you & few others who have written above.
Deadline for IGNOU Course is: 31st Jan 2024. With less than a week, its a little rush
Hope to hear back
Vedant Fashions (Manyavar) – Niche Branded Retail (23-01-2024)
12% revenue CAGR for the last 5 years ex of 5-6% price hikes would be mere 5-6% volume growth, so whatever the story might be of low penetration of organised retail and India’s wedding potential etc. clearly it is not visible in the numbers. Multiples were jacked up only on the expectation of future growth, for which i think the market is now course correcting
ZEE Entertainment – Large Cap M&E (23-01-2024)
I do not follow zee, just curious why does zee have to merge with someone or other? It is one of oldest company and built from scratch. Also few other standalone media groups are also doing fine…
Why is urgent need to merge with anyone? Thanks
Rahul Singh Portfolio (23-01-2024)
Hi Akash,
Yes merger gonna drag our share holding to 33% which is fall in shareholding by 66%.
Causion we can take is wait for 1 or 2 qtr result and if upside seems predictable and realiable then jump on buying.
Disclaimer- Invested, transacted in last 30 days.
RPSG Ventures – A proxy IT play and an emerging FMCG company (23-01-2024)
Hello Mr.Bansal, formal documents are available on exchanges stating the reasons of fund raise
Vedant Fashions (Manyavar) – Niche Branded Retail (23-01-2024)
Thank you for the clarification. Much appreciated.
Galaxy Bearings (23-01-2024)
Okay so let me tell you one thing in bearings you dont have Order book
So please forget order book investing now in bearings industry dynamics is that you build capacity you offer OEM capacity after you build and slowly them ramp up production so no prder / mcap investing lol
However risk which no one has highlighted im putting the same down → red sea issue freight of container are 3.5x and Galaxys major revenue are on back of exports we can see EBITDA Margins taking a hit in near term
IDFC First Bank Limited (23-01-2024)
Hope you have accounted for the dilution before arriving at the target price.
My portfolio updates and investment journey (23-01-2024)
Mohnish Pabrai is a investor who takes bet on less than 5 stocks, just heard that his top two bets are 85% of his PF rightnow.