Hi @kowshick_kk
Could you please indicate whether the stock is a large-cap, mid-cap, or small-cap company at the top? Additionally, it would be helpful to see at the same place if you can show the stock is included in any NSE or BSE indices.
Posts in category Value Pickr
Screener.in: The destination for Intelligent Screening & Reporting in India (19-10-2024)
Forensics and the art of triangulation (19-10-2024)
Blue Cloud Softech Solutions Ltd has been acquired by ITTB Software Private Limited and Janaki Yarlagadda. Their shareholding pattern has not been be changed from public to promoter category at present.
Sudden increase in revenue will be due to business integration from new promoters.
New promoters infuse capital via warrants or preferential allotment. Sometimes they do rights issue as well.
Previous management and auditors will be replaced by the new promoters which will show that a lot of resignation is happening.
Complete balance sheet can be interpreted only when the new promoters integrate their business with this company completely. Till then it will show that everything is in the subsidiary or group company.
These are normal things to expect in a takeover case.
Disclaimer: I am not invested in this company.
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (19-10-2024)
Q2 Results consolidated
- Interest Earned up 3.73% QoQ, 23.36% YoY to ₹16,426.79 Cr.
- Total Income grew 4.36% QoQ, 24.68% YoY to ₹26,880.02 Cr.
- Operating Expenses up 5.67% QoQ, 26.05% YoY to ₹12,203.28 Cr.
- Net Profit After Tax fell 32.46% QoQ, but up 13.00% YoY to ₹4,997.78 Cr — impacted by an exceptional item of ₹3,803.40 Cr
Asset quality slightly deteriorated
GNPA 1.48(q2 fy25) vs 1.69(q2 fy24)and q1 at 1.39
NNPA 0.45(q2 fy25) vs 0.39(q2 fy24) and q1 at 0.38
GUJARAT GAS Improving outlook on volumes (19-10-2024)
Very small impact. I used to hold is earlier but now sold so not tracking much. But ~60% of GGL’s revenue come for morbi where they can’t use APM gas. For that they buy gas from open market. So this announcement of lower APM allocation won’t hurt them much. Also, allocation from APM has been gradually decreasing since last 1 yr. Only this time the fall is drastic (~20%).
However please note morbi is partially shifting to propane gas which is cheaper. This is the reason why GGL share has not performed since last 3 yrs as Morbi shifted ~25% gas requirement to propane. This is also the reason they can’t increase gas price. So there is no supplier’s moat in GGL currently. Which is also the reason GGL shares won’t perform much, unless they increase volume sale in other GAs, which has its own challenge.
Tata Communications: Empowering Global Digital Transformation (19-10-2024)
Disc – Not invested but came across this. Not sure how big of their revenue can this be, but still feel something like E2E and Yotta would be better due to AI cloud being their sole focus
Tata Communications: Empowering Global Digital Transformation (19-10-2024)
Q2 result net profit 2.3b rupees vs 2.2b yoy revenue 58b rupees vs 48.72b yoy ebitda at 11.1b v 10.15b yoy margin at 19.39 percent v 20.83 percent yoy
Is China investible? (19-10-2024)
Please be aware that Edelweiss and Axis funds have about 30% exposure to Taiwan. If you want pure China exposure it will have to be through the Hangseng ETF or MAHKTECH. Another option is buying China ETFs listed in US if you have signed up for Global Investing however TCS will come into play.
Mazagon Dock: aptly called “Ship Builder to the Nation” (19-10-2024)
Manappuram Finance (19-10-2024)
yes it is infact a trading company. Hudson River Trading
following are their profiles on LinkedIn:
Venus Pipes- Pipes & Tubes (19-10-2024)
It’s because most companies in the construction and infra sector have struggled with profit margins in the ongoing Q2 results like KEI and Polycab. So, the market is anticipating the same with Venus pipes and discounting it.
Venus and similar companies purchased raw materials at higher price and now have to sell it cheaper because the raw material prices have come down. It’s a cyclical thing so nothing to worry about. The long term story is intact and it’s a good time to accumulate right now.
When everyone is fearful, it’s time to be greedy!