Can someone give a outlook on the story here. They are talking about retrofitting of LCV to e-LCV. What would be total market play. Numbers basis the business does look extremely overvalued. How is it that on sub -10 ROE and ROCE you are valued at PE of 58.
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (12-12-2023)
Poly Medicure and HSIL have similar businesses but their operating margin has different. Reason don’t know. It needs to study but Poly Medicure has a 25% Operating margin while HSIL has a 10%. There is no such huge data in HSIL for the study. It’s a risky bet
IDFC First Bank Limited (12-12-2023)
Every time there is a resignation of a Senior management of a Bank, it is usually interpreted as some sort of “Signal” for what’s happening inside the Bank.
For Banks and NBFC this is even more true because the truth is, as market participants we JUST DON’T KNOW what’s happening within a bank. It is extremely easy to play with a Bank’s numbers if you were ever so motivated.
Yes Bank being an obvious case in point BUT it happens ALL the time to varying degrees. Lenders are a naughty lot.
There is NO POINT speculating whether VV will resign or not…why the ED resigned, was the real reason something else etc etc…because you will never know beforehand.
I remember when Mr. Ravneet Gill had taken over at Yes Bank CEO, someone told me, “I really like how he’s handling the crisis” and put more than 7 years of his savings in the hopes of a turnaround. That didn’t end well.
How the h*ll do you even know what’s happening inside. It’s all SPECULATION !! and by default we are ignorant…to varying degrees
HOW MUCH we ALLOCATE to a STOCK is a HEDGE Against OUR INHERENT IGNORANCE
If you allocate reasonably well, what the h*ll I care if ED or VV or BB or whoever else resigns. Good for them 
basically what @abrarhh said in 2 lines 
above.
CAMS – Indirect Bet on Financialization? (12-12-2023)
White Oak Capital Management Consultants LLP Acquire almost 6% stake in CAMS
Hero Motor – Leader in two wheeler (12-12-2023)
Looks like HeroMoto shall rerate soon when market realises the value of its associate company Ather.
MSTC Ltd.: Growth through to E-Commerce (12-12-2023)
Check this blog by Prof. Sanjay Bakshi on MSTC
Hope you find it useful.
dr.vikas
Rural Elect Corp (12-12-2023)
was listening to the ET Now Interview with Mr Pradip Kumar Das , CMD of IREDA today
my take :
(1) Asset quality – since its inception in 1987, it had written off only 203 Crores till date
(2) Its RE portfolio : 60% Existing RE such as Solar wind Hydro big ticket items …here REC PFC also would compete.
(3) Another 40 % would be Emerging RE such as
Solar Roof top , Bio CNG / LNG, Bio Diesel, PM Kusum project, Green Hydrogen, e mobility / EV etc where REC PFC would not be competing.
(4) He said there is a 46 Lakh crore opportunity in RE.
(5) Expecting Maharana status very soon