@hitesh2710 sir… what would be your analysis on Shriram pistons? It has given an all time breakout after IPO in 2016.
Posts in category Value Pickr
IDFC First Bank Limited (13-01-2024)
What’s surprising is the price rise in RBL Bank after this news came out that ICICI Pru Life and AMCs will be able to buy up to 9.99% of the bank… no such move in IDFC First… why? Some overhang over the stock price? Apart from the usual culprit of high cost to income ratio?
IDFC First Bank Limited (13-01-2024)
Why is it alarming… people resign all the time… he is going to be the chief internal auditor of one of the largest banks… it’s an amicable separation as they have also mentioned it in their letter to the exchange.
IDFC First Bank Limited (13-01-2024)
Credit card business is a small part of the overall retail business of any bank… so am not sure if it makes any material difference in either revenues or profits or losses of any bank… on[bviously they need to be careful about the potential of bad debts ballooning in adverse time and adverse selection…
Is China investible? (13-01-2024)
NIPPON INDIA ETF HANG SENG BEES
Underlying: Hang Seng Index
Biggest Holdings: HSBC, Tencent, Alibaba, AIA Group, etc.
Axis Greater China FoF
Underlying Fund: Schroder International Selection Fund Greater China X Accumulation
Top Holdings: TSMC, Tencent, Alibaba, AIA, Mediatek, etc.
Expense ratio – 1.83%
Edelweiss Greater China Equity Offshore Fund
Underlying: JP Morgan Greater China Fund
Top Holdings: Tencent, TSMC, AIA, Meituan, Netease, etc.
Expense ratio – 2.37% as declared on 30-Nov-2023
Mirae Asset Hang Seng TECH ETF (might be the best option but can’t invest)
KPR mills – textiles & sugar (13-01-2024)
Red Sea crisis pumps up container, freight rates – At $3,072, prices per 40-foot container highest in 15 months
if this issue continue to prevail then their exports to Europe will definitely get impacted.
KPR mills – textiles & sugar (13-01-2024)
Red Sea crisis pumps up container, freight rates – At $3,072, prices per 40-foot container highest in 15 months
if this issue continue to prevail then their exports to Europe will definitely get impacted.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (13-01-2024)
Surely IT department would have standard process in place right. Why would they deviate for polycab specifically.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (13-01-2024)
Surely IT department would have standard process in place right. Why would they deviate for polycab specifically.