ESOP need not be new stock issue, it depends on how the company wants to structure the scheme. In accounting terms either new shares or purchase of existing for ESOP trust, both have similar accounting costs, cash flow might be different. Advantage of purchase from market is, existing shareholding is not diluted, also acts like a limited time buyback, since the ESOP shares are taken out of market for sometime, thereby reducing liquidity and giving some minor price support…
Posts in category Value Pickr
JK Paper – Best Bet in Paper Sector? (10-01-2024)
Company is doing a 650 crore capex for a BCTMP pulp mill. The company has done some acquisitions in the corrugated box segment. A huge expansion in virgin fiber board was completed only in Jan 22. The company has just came out of major expansion for packaging board and Sirpur mills( 2019-22). On top of that they have been acquiring corrugated board manufacturers. They always had very high capacity utilisation for their paper business except for Sirpur. It is the realisation that makes the difference.
I think company is diversifying into related business that require smaller capex.
Saregama India Ltd: India’s premier music publishing label (10-01-2024)
Digi Drive shares will list today
Amit Porfolio XIRR 25 % 9 years (10-01-2024)
Hi @amitverma21, thank you for sharing your portfolio and many congratulations for the great compounding you have been able to achieve.
I would be really interested in knowing your thoughts and process which helped you in identifying multibaggers like Persistent, Bajaj Finance etc very early in their run.
I am also trying to identify some early stage winners but suffer from investing “too less” and hence having lower allocation to these new and exciting ideas.
Would be great to know the rationale and process you follow!
Hitesh portfolio (10-01-2024)
Thanks for the update on snowman. Putting up a weekly chart of Snowman. It has broken out of a range/double bottom pattern with potential targets marked by dotted lines at 115. All time high price is 134, and we can see a rounding structure on weekly chart. Ideal way to play this breakout is to wait for a retest of the breakout zone of 70 and keep an eye on 10 WEMA which currently is 62 and rising. However if the stock price keeps going up , then this situation will not arise. disc: not a recommendation. not invested but in watchlist.
Wonderla Holidays (10-01-2024)
Hello all,
I did this valuation exercise for wonderla couple of months ago. This could be referred to assess potential returns over long term.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (10-01-2024)
This is one of the top 3 holdings for me as well. I am ready to take some hit on the profit, hence decided to hold on until the picture is clear. There is no point in reacting in haste.
Amit Porfolio XIRR 25 % 9 years (10-01-2024)
Yes. Also pls shed some.light on why no large cap innyour portfolio, no big private banks, no chemicals, no big IT, no FMcG, no pharma
Shri Keshav Cements & Infra (10-01-2024)
Yes stock has rallied 100% from the levels i started tracking…and i feel its worth it as the managements is taking efforts to grow the business
Hitesh portfolio (10-01-2024)
The snowman has broken the range. Your views would be helpful @hitesh2710 bhai