We need to also look at Deposit growth at other banks.
If they are also struggling to grow Deposits in line with their Loan growth then this is industry wide phenomenon. To some extent it could be happening due to cash requirements during certain periods or people are shifting money to RBI Floating Rate Bonds, Post Office and Equity MF(s). We need to look at trends of these 3 instruments as well.
Certainly Equity MF SIP has moved up in 2023, so that could be one of the reasons but we can not jump to conclusions so easily.
I believe that, BFSI sector is going through lean period in terms of Share Price growth. This is also evident in Kotak Bank. Kotak Bank is doing much better but still their share price is standstill during 2023. So we need to look at reasons for the BFSI sector as well.
Posts in category Value Pickr
HDFC Bank- we understand your world (18-01-2024)
Phantom Digital Effects Limited (18-01-2024)
Mark these words from Mr. Bejoy Founder and CEO of Phantom digital
Success of Ayalaan movie will be a transformative stepping stone for the rise of Indian VFX industry and Indian cinema
I am sure Ayalaan, HanuMan movies success would have become talk of the town in Industry circles
Sharing my thoughts on the same
What it means for Indian VFX Industry and Indian Cinema
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Hollywood genres like Sci-Fi / Superhero movies which were largely un attempted or half attempted before can be made in India …HanuMan director has plans to make some 10 other Superhero movies, one is already in pipeline… Ayalaan director Ravikumar is only interested in Sci-Fi movies and his next also will be same including Ayalaan 2… and I am sure more movie makers will be already thinking in similar lines
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Budget is not a constraint, we can do it below 100-150 Crs …unlike the previous VFX heavy movie hits like Baahubali, RRR
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Technical capabilities and Quality is not a constraint…We don’t need to hire Hollywood Studios for making these kind of films…Indian VFX studios like Phantom digital has proven that they can handle large & complex projects alone
What it means for PhantomFX
- Brand Image – Ayalaan has put PhantomFX in one of the top Indian VFX studios to work with …It has become a popular name for Tamil audience …they would be interested to have their favourite Hero project handled by PhantomFX vs any unknown company
Note, Brand image also plays a key role in attracting talent and retaining them
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More projects – Given the quality and technical capabilities a directors top choices will have PhantomFX in the list…Also
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High chances are that Dir. Ravikumar will be working again with PhantomFX for his next projects
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Ayalaan 2 – Director, Producer and Hero at different times mentioned that they have plans for Ayalaan 2 (movie too ends with scope for part 2), but I guess this will depend on success of its Telugu, Hindi versions that would give them confidence and clarity on what scale it has to be taken up…with IP rights, for sure Phantom will be working for this series too
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Co-producer model – Unlike a service provider who is not worried about the success of the movie, producer will be more than happy to work with companies like Phantom willing to share risk and also providing a dedicated team putting their heart out there working right from the ideation stage ensuring that their baby is delivered with utmost quality…
This model looks a win-win for both … Phantom would bag more projects and bigger pie of VFX work along with IP rights for VFX models…but, given the risks in production Phantom has to make sure that their Investments are secured and 100% recoverable with learnings if any from Ayalaan
Needless to say about the advantage it gets over its competitors while increasing chances for grabbing more Hollywood projects
Disc: Invested and positive on VFX Segment
Karan’s small/micro cap portfolio (18-01-2024)
Hey Lary,
Just wanted to chat about this crazy market, especially in the small and micro-cap space. It’s all frothy and bubbly like a latte art competition gone overboard, right? Makes me nervous when things get that hot and spicy. As they say, “Even ugly ducklings look like swans in a bull run,” and I don’t wanna be fooled by feathers!
Remember, I’m a “Ralph Wanger wannabe,” always on the hunt for growth stocks at fair prices. But in this market, it’s like finding a needle in a haystack wearing a price tag saying “50% off!” Two big hurdles pop up:
Will this growth last? Can these companies keep soaring like kites with helium rockets strapped on?
Where’s the fair price? Everything’s inflated like a birthday balloon! Bargains are rarer than a unicorn riding a T-Rex.
So, my crystal ball sees high inflation (think roller coaster prices but even crazier) and broken supply chains (like trying to order pizza delivered to Mars). That’s why I’m playing it safe in commodities, pharma/healthcare, utilities, and staples. Think boring stuff like sugar, medicine, and electricity – the essentials, you know? It’s tough finding exciting startups in utilities, but hidden gems lie waiting in pharma/API/CDMO land. If you’re curious, check out this gentleman called Sajal Kapoor – he is a rockstar in that space. And for commodities, keep an eye on green options, carbon black, and food (gotta eat, right?).
My article on the same – LLama Research on LinkedIn: #llamaresearch #investmentinsights #indiamarket #globaleconomy…
Anyway, feel free to hit me up outside the virtual world if you wanna explore this further, as I cannot name stocks anymore (Regulations).
Cheers,
Karan
Indian Energy Exchange (IEX) (18-01-2024)
Hi, I’m just sharing this very interesting data. Look at the number of investors in IEX. The growth in the number of retail investors is simply mind-blowing.
Newgen Software (18-01-2024)
@Vinay_Rai → its about 10 times its revenue (TTM) not 20.
Karan’s small/micro cap portfolio (18-01-2024)
Hey Shivam,
Good point about the ilmenite situation! Yeah, those beach sand deposits are running low, which isn’t great news for Cochin Minerals. It sounds like they only have about 15-20 years left at this rate. But hey, they’re not just sitting around waiting for the sand to run out! They’re digging deep (literally) and exploring these new inland deposits in Tamil Nadu and Kerala. Could be a game-changer if they find enough there. Plus, they’re looking at these titaniferous magnetite ores, which have way more ilmenite in them.
It’s a tricky time for them, but I’m also excited to see them branch out into higher-value products like synthetic rutile and leucoxene. No more relying on just the regular stuff – they’re going all gourmet! And who knows, maybe these new products will make them less dependent on that ilmenite grade altogether. Fingers crossed!
Anyway, just wanted to say you’re on the money with that ilmenite observation. Keep those insights coming!
Best,
Karan
Mazagon Dock: aptly called “Ship Builder to the Nation” (18-01-2024)
Any thread available for Swan Energy pls ?
Karan’s small/micro cap portfolio (18-01-2024)
Hi Karan. Interesting to see the name of Cochin Minerals in your list. Would really appreciate if you can throw some light on the thesis behind it given the constraints wrt sourcing ileminite. Thanks.