As Sep quarter was not excellent but decent one so still we can expect around 70 levels.
Disc: Invested for long term
Posts in category Value Pickr
Abbott India: MNC pharma play on increased consumer spending (24-11-2023)
One of the reasons Marcellus exited the counter
Portfolio of a novice investor (24-11-2023)
Hi @abhikjha Have you included the MF Holdings also in Trendlyne? my colleague says divided not including automatically is it so… using paid subscription? Thank you.
Tata Consumer Products Limited (TATACONSUM) (24-11-2023)
I checked the ratios.
ROE and ROCE both are less than 10%.
Div yield 0.9%. PE: 70!!
Sales growth in last 3 years, 13%.
Company has good brand and pricing power.
brand has tata name with 80 thousand crore market cap.
but, why the growth is so less?
Avantel (24-11-2023)
Google Sheets for live monitoring of Avantel’s various orders
Disc- invested
Most Important Ratios – my take (24-11-2023)
Actually it’s not possible, if someone has cracked it, please share with the group. I do these derivations on Excel.
Raymond – The Complete Man (24-11-2023)
Are the ongoing personal issues of Gautam Singhania going to impact the business in any form, given that his wife is also a board member and is seeking a major share of his wealth, which I guess would also involve shares of Raymond in an indirect way?
I noticed this article today. Didn’t subscribe to read the content as it could just be speculative.
Phantom Digital Effects Limited (24-11-2023)
They paid 17 Cr for the rights and have 23 crores pending from Ayalaan. This is a 40 crore investment for Phantom Digital. And they are trying to raise 60 Cr…
But in other news; looks like ayalaan international rights (the one Phantom owned) has been sold to Hamsini Entertainment! So the money SHOULD start coming in
Amara Raja Energy & Mobility Limited: Powering Ahead (24-11-2023)
Northvolt has reported a breakthrough – Sodium iron battery Northvolt in new sodium-ion battery breakthrough (ft.com)
How do you foresee this playing out if this technology is viable and ends up achieving commercialization? Do you think that being an early entrant in Li-ion batteries could turn out to be a competitive disadvantage?
I’m trying to get my head around this business, which is pretty conducive, however the equation of Li has added complications.
Shakti Pumps – solar shakti (power)! (24-11-2023)
Management clarification about Maha order. Huge in my opinion