Recently they have posted very good quarterly update, and before massive 1280cr capital raise and now 330cr fund-raise.
Many good news, but somehow the stock is not moving at all.
Posts in category Value Pickr
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (16-10-2024)
XIRR Calculator for your stock portfolio (16-10-2024)
I have Created another table to show the current holdings with its % contribution of the total portfolio. The % Contribution is calculated in the main table(Added a new column). Then I retrieved the stocks which have units>0 and its % contribution to another table.
You can copy the table to your own sheet and make necessary changes in the formulae, so that it works fine. I have added conditional formatting to represent the % contribution in red and green colors according to its value.
You can visit the sheet Here.
Please make a copy of the sheet for personal use.
Hyundai Motor India Limited – HMIL (16-10-2024)
Very few of us may be aware that the South Korean parent company Hyundai Motors has another unlisted independent entity called Kia Motors in india with similar product lines of Hyundai which would result in to Cannibalization of Hyundai india’s products…
Any new product with high profit high margin products would be launched by the Korean parent company through Kia india rather than Hyundai india.
This is the very characteristics of all MNC operating in India …and Hyundai is not an exception.
Moreover , Hyundai came to india sometimes in 1990’s … Today after almost 30 years in India – what is its market share ?? just 14% as compared with Maruti with 42%.
They are very slow in Fast growing CNG and EV market …and it may not be able to dislodge Mahindra , Maruti from the fast growing SUV ,& CNG market leadership.
It may not be prudent to pay such a valuation to a company like Hyundai where there is conflict of interest in business of kia and Hyundai. If the parent company wants to reward indian share holders, they should have merged both the arms Kia india .& Hyundai india and then could have come for IPO.
Anyway very little listing gains expected and even if there is some listing gains , the price may not be sustainable
VST Industries: Puff full of power? (16-10-2024)
Looking at reduction of holding by both FIIs and DIIs compared to last quarter, the only assumption is more retailers have bought this stock in the last quarter. (3.77% increase)
ALLSEC Technology – BPO turnaround story (16-10-2024)
Has anybody spoken and met with the company recently? Their financial performance remains steady through recent years with business mix improving in favour of international BPM business. Company is now run by ex Tata Business Services (ConnectQ) executive. Decent cash generation and dividend paying company…
XIRR Calculator for your stock portfolio (16-10-2024)
Hi @Midhunjoe, thank you for showing interest.
For any BSE stock, you can just google the company name with ‘stock’ at the end. For example, Advait Infratech stock. There you can see the ticker symbol of the stock under its name.
In this case it is BOM:543230 (Remove the space after ‘:’). Copy this and paste it on the sheet. You can do the same steps for all other stocks.
Alternatively you can visit the google finance website and search the specific stock. After you select the stock, the search bar will show the ticker symbol of the stock.
(While copying remove the space after ‘:’)
In case of SME stocks, what i have understood is that google finance doesn’t support SME stocks currently. I think they are working on it. You can refer this link for more information.
Unfortunately Google finance doesn’t have the sector information as of my knowledge. I have created a separate table for only the stocks that i am currently holding and then manually entered the sectors. (will update the sheet with this table soon.)
National Building Construction Corporation (NBCC) (16-10-2024)
NBCC bonus shares credited to DP account on 11th oct as per RTA. Till date the trading approval is not accorded. Any regulation regarding the days in which the approval to be accorded? SEBI say the bonus should be made available to the customers in 2 days. The situation is like this. Wide gap between the concerned to act.
TCS opportunity (16-10-2024)
TCS Q2FY25 Earnings Analysis:
Manappuram Finance (16-10-2024)
Disc. Invested and did today as well