(post deleted by author)
Posts in category Value Pickr
Shri Jagdamba Polymers Ltd (10-01-2024)
As per AR23 of Shri Jagdamba Polymers Ltd following plants are owned by company,
Promoters recently listed one more company by the name of “Shri Techtex Ltd” on NSE, I was going through its DRHP available on it’s wesite DRHP-Shri-Techtex-Limited.pdf (shritechtex.com) I found that promoters have mortgaged some of Shri Jagdamba plants as follow,
Does shareholders of Shri Jagdamba know about that? did management take permission from shareholders?
@rupaniamit & @harsh.beria93 are you guy’s have any updates?
Rail Vikas Nigam – profitable PSU (10-01-2024)
This very good analyst call on RVNL
Rail Vikas Nigam Limited (RVNL) Investor Round Table Talk/Webinar | Investor Meet | 08-Jan-2024
IRB INVIT TRUST- new game in the town! (10-01-2024)
Its 90crs … or 900 Million INR
Beta Drugs Limited (10-01-2024)
National Cancer Grid
The initiative to bulk-buy drugs is led by the country’s largest cancer centre, Tata Memorial Hospital (TMH) in Mumbai. The initial list had 40 common off-patent generic drugs, covering 80% of their pharmacy costs, saving the group $170m.
The success of the scheme has attracted interest from hospitals and state governments across the country.
The next round will expand to over 100 drugs, while broader cancer care purchases like supplies, diagnostics and equipment are also being considered. However, more expensive patented treatments are currently not part of the plan.
“I think what pharmaceutical companies need to understand is in a market like India, unless you bring costs down, you’re not going to get the volumes and it’s a chicken and the egg phenomenon,” according to Dr C S Pramesh, Director of TMH and the Convenor of National Cancer Grid.
Disc: invested
Indigrid InvIT: High yield on stable and predictable revenues (10-01-2024)
Renew Solar acquisition completion
=======================================
IndiGrid wins two Inter-state transmission projects with over INR 1,000 Cr capex
With these 2 developments, there is a minor uptick in price in the last few days.
IRB INVIT TRUST- new game in the town! (10-01-2024)
Dec’23 toll revenue crosses 900 cr
Filtra Consultants And Engineers Ltd (10-01-2024)
as its a small cap . i sold 50% of my holding , recovered 80% of initial investment .
will keep rest for long term .
Siddhika Coating Limited- A Paint Company (10-01-2024)
Most of the corporates which were working remotely are now going back to working from offices. So repainting contracts from these clients, apart from the real estate boom will drive the growth for this company IMO. Also it is to be seen, if the management has any plans to manufacture SKK brand products in India instead of importing them.
Hitesh portfolio (10-01-2024)
Thanks for your views @hitesh2710 bhai. There seems to be something happening at the group stocks. Attached is Gateway’s chart.
