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Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (02-01-2024)
What is balance sheet size of HDFC bank and what is the retail portion in that?
Can we check this in screener?
IDFC First Bank Limited (02-01-2024)
IDFC First Bank doing a ton of redemption of bonds that are otherwise farther in future for redemption – They are keen on bring down their cost of funds by smartly utilising their CASA and/or replacing with low cost borrowings?
See Debt Private Placements on NSE India for IDFC First Bank:
https://www.nseindia.com/market-data/debt-private-placement/corporate-filings?company_name=IDFC%20First%20Bank%20Limited
StageInvesting +Elliot Waves (02-01-2024)
Hi StageInvesting.
Thank you so much for sharing your knowledge with us fellow investors.
I must admit that personally, the last one year or so has been quite exciting and fruitful for me as an investor after being introduced to the concepts of Stage Investing through this thread.
Anyway, can you please share your views on ITC in terms of EW. Is it in a correction wave right now ?
Journey of a Small Cap investor! (02-01-2024)
@hardik_shah1
Regarding Vedanta, I feel the valuations are what they are precisely for the reason that there are some doubts in the minds of investors. I feel that the promoter is a wily operator who has been in similar situations multiple times. The Co. has after I wrote the post has paid another round of interest on its NCD’s.
Meanwhile, the shareholders too have received a dividend of Rs. 11/- per share. I feel comfortable holding Vedanta & expect the demerger to go through which should result in decent value creation. At least the downside is pretty limited.
The harsh portfolio! (02-01-2024)
Hi @harsh.beria93 ,can we use the monthly return formula for calculating returns of a particular year as well since the cash inflow/outflow happens throughout the year?
Amrita’s portfolio (02-01-2024)
Interested to know your thesis on Ecleryx and expleo. Could you please share? Your portfolio looks good. I have a similar portfolio, but a little more diversified. I believe you are chasing multi baggers which is good. Your holding period should be longer
Eicher Motors (02-01-2024)
The sharp QoQ drop is concerning, and easiest assumption is to conclude that TRIUMPH and HARLEY gaining good traction. But having said that I feel Royal enfield brand is quite formidable.
The way the company builds a community of riders and cultivates feel good factor surrounding it.
Their impressive sales figures and reviews in European and east Asian markets where triumph already exist shows that they thrive in markets along with other premium player.
One common theme among all royal Enfield reviews (including foreign) is that it may not be chart topping in terms of spec sheet but nevertheless it brings smile to the rider. Thats a real moat which is not easy to replicate.
Royal Enfield captured the Indian market when their bikes were technically far inferior only because of the brand pull . With the introduction of 650cc engine in 2018,J series engines in 2020 and sherpa engine in 2024 that’s no longer the case. Thay have power of brand and technical perfection coming together.
So I think days ahead are going to be sweeter. As the CEO mentions market share may fall below 90%, but the premium segment as a whole will grow and RE will be at least 75% leader in the space.
Forms 20% of my portfolio.Holding since 2020
Easy Trip Planners (Easemytrip) – An outlier in OTA (02-01-2024)
1000cr fund raise for a 7000cr Mcap company…some thing is under cards…anybody has idea about what they supposed to do with the funds.
Federal Bank – A Turnaround banking Story? (02-01-2024)
Q3 Business Update – https://www.bseindia.com/xml-data/corpfiling/AttachLive/5fdaa677-1a03-43f9-892e-18e224608a0b.pdf.
Deposits and advances growth remain strong, and CASA continues to fall. Increasingly, it looks like a lower NIM environment for most banks. Maybe a strong equity market correction is required to increase CASA balances.