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Posts in category Value Pickr
Hyundai Motor India Limited – HMIL (16-10-2024)
Maruti suzuki
Market cap 3.90 L cr
Profit 13500 cr
Hyundai
Profit 6060 cr
Hyundai margin is higher, hence should get high PE vs Maruti. Even if you consider the same PE as maruti, the hyundai market cap should be (3.9*6060/13500)=1.75 L Cr
Current offer is 1.6 L cr that is 10% up considering at par maruti suzuki valuation.
Why should one not invest in the hyundai IPO for both short and long term?
IDFC – Infrastructure Development Finance corporation (16-10-2024)
No.
In the press release , it says
“The shares are expected to be credited to shareholders of IDFC Limited on or before October 31, 2024, subject to regulatory processes and clearances.”
So , probably have to wait till end of the month.
Nitco ltd – will it turnaround? (16-10-2024)
Hi, is anyone still tracking this company? Why did it hit an upper circuit today?
Manappuram Finance (16-10-2024)
This has been a value trap and I have written about it previously. You cannot say that in past it has given this return so in future as well that should repeat. Well that can repeat in future but how far in future no one knows.
HDFC Asset Management Company (16-10-2024)
HDFC AMC came out with great results.
Capital Market plays should do well given the low base. I also see many plays where the market share has gone down in AMC world can revive their respective market shares.
PSU sponsored AMCs stand a good chance to revive plus AMCs with ETF also stand well.
Pharma compliance issues (16-10-2024)
Thank you @harsh.beria93 and @sahil_vi for such a detailed post on compliance. Regarding the marketting point I understand its needed for biosimilars. But is it needed for other mainstream generics too ? As far as my understanding goes only avtive ingredient is prescribed by the prodcuts and price determines which generic pharmacist will give it to the patient
Va Tech Wabag (16-10-2024)
Good observation. It seems Indosol Solar’s financials are stretched. But I’m sure Wabag’s order will be backed by some Multilateral agency’s guarantee, as the management has always stressed on that.
Arman Financial Services Ltd (16-10-2024)
I think you are right there and since Arman is growing at 25-30% per annum then that also helps it become a much more attractive so expected returns would be higher than 10%
CARE Ratings Limited (16-10-2024)
still care ratings results are not that strong,one should be cautious on stock