I see a block deal on MIT trendlyne.
Posts in category Value Pickr
Arman Financial Services Ltd (30-05-2024)
Asset quality cycles
Nim cycles
Asset side cycles come from asset quality issues. Can be due to any macro event like Covid or demonetisation.
Liability side cycle will lead to Nim contraction. Can be due to tighter liquidity conditions. Eg: reduction in supply of commercial papers in 17-18 post IL&Fs or current challenge in deposit growth.
Check armans investor presentation and see the GNPA cycles. Business has done well over 2-4 year time gaps, but such cycles will be there in most of the financial cos
Platform to Invest in Bonds (30-05-2024)
has liquidity on NDS-OM improved over the year or is it still difficult to find buyer?
Arman Financial Services Ltd (30-05-2024)
Hi, I’m new here so sorry if I’m asking a stupid question, but how come a Lending business is cyclical? Aren’t they supposed to show secular growth? That’s what I believed that it’s an ever growing business which will be slowed down only for sudden rise in NPAs as a major setback.
Samhi Hotels – Turnaround with Tailwinds (30-05-2024)
Any thoughts why the stock was down despite decent numbers? Industry leading RevPAR growth while PAT also turning profitable?
SKM Egg Products – thinking out of the shell (30-05-2024)
NIA_SKM vs Ovobel short note.pdf (559.6 KB)
Megatherm – Mega Opportunity (30-05-2024)
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TAAL Enterprise – cheap valueations (30-05-2024)
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52 week highs and all time highs strategy (30-05-2024)
Update: HERITAGE FOODS: 155-245-413 CMP
- Long term trend reversal seems to be possibly taking shape
- RSI has broken out on Monthly chart
- Downward Slant line broken - (Confirmation would be monthly close above)
- Hidden Bullish Divergence (Brown TL) played out well with price almost nearing the Previous ATH.
Safe to assume bullish bias ahead.
Investing Basics – Feel free to ask the most basic questions (30-05-2024)
Do companies that demerge have a draft red herring prospectus (DRHP)? If so, where does the public get to access it? If not what other official document is provided with the demerge and capital allocation and all other details?
I was searching Nuvama Wealth Management DRHP and was not able to source it on NSE/BSE or even SEBI website.