I mean Market Cap will be big for combined entity and then it will enter in the big league Banks so, RBI will increase its limits of compensations offered to Higher managements
Posts in category Value Pickr
IDFC First Bank Limited (18-01-2024)
There is no business coming from IDFC Ltd so merger will not make any difference except that IDFC Ltd holders hold 1.55 idfc first bank shares & there will not be any promoters.
Indian Energy Exchange (IEX) (18-01-2024)
I watched that interview, when the minister says one price I think he is talking about one price across all exchanges, that’s what market coupling will do.
Also, there is a chance that the consultation that he is referring to is the consultation that the CERC did with all the stakeholders, may be he is not aware of the outcome.
HPX will lobby hard, but seems like CERC has the best interest of all the stakeholders of the ecosystem. Nevertheless, owning a scrip like IEX is like the sword of Damocles hanging above your head, I am mitigating the risk by keeping the sizing small.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (18-01-2024)
Yes Ma’am. That’s what it appeared today. Increased my allocation today
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (18-01-2024)
If you read my opening statement of my original post… “Use of 1 ton of Hi-Green Carbon reduces 2 tons of Green House Gas (CO₂) emissions”.
Likewise, one delivered FTL of recovered carbon black avoids both the consumption of 68 tons of oil and reduces emissions by 57 tons of CO2.
Thus, I think the company name and their brand truly reflects the purpose of their existence i.e. contributing to green economy.
IDFC First Bank Limited (18-01-2024)
Once IDFC ltd and IDFC first is merged, then the merged entity will become large enough to afford this salary???
Speciality Restaurants (18-01-2024)
Request you to view consolidated results on screener. PAT is not right way to judge the company, as more restaurants opened, means more leases which leads to higher depreciation. EBITDA is the right way to look at it, where YoY margin has fallen from 24% to 20%. Revenue from operations has gone up 12% YoY, first time I have seen their quarterly sales exceed 115 cr. See the presentation uploaded in Apr 2023. I expect future prospects to be bright.
Disc- heavily invested in our family office at avg cost of 210 over last 1 week.
Screener.in: The destination for Intelligent Screening & Reporting in India (18-01-2024)
This information gets captured in the Notebook on the top right-hand corner of the screen.
Newgen Software (18-01-2024)
I would like to share my thoughts on the valuation bit – since the interest rates have increased the valuations took a big hit now. There is no way a company like Newgen can be valued at 20x their revenue. The best product companies at the median level are valued at 6x revenues – have a look at this blog for more information: Clouded Judgement 1.12.24 – Hard Truths – by Jamin Ball