How much the new guidelines from RBI about unsecured and not a priority sector will affect UGRO? Any views or thought from experts?
Unsecured book is 31% of total loan book right now.
Posts in category Value Pickr
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (21-11-2023)
Allied Digital Services Ltd (21-11-2023)
Please highlight why it is still a smallcap whereas companies like Infosys which were founded later have become 1000x of this company.
Allied Digital Services Ltd (21-11-2023)
Hello thanks for the excellent thread. I am new to IT industry. Please help me understand one thing. What will be the impact of Recession in America and Europe for ADSL in terms of growth? Is it going to be tappered?
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (21-11-2023)
Can you help with any extensive reads for the same ?
It’s difficult to put in more money into KPIT unless you know the reasons and the area where it will increase beyond 10x also
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (21-11-2023)
It is correct to say that the TAM for this “sector” is 100X in next 10-15 years.
This sector is going to attract intrest of other players as well. Just need to track how KPIT sails through. The analysis of all the future concalls of KPIT is must to keep track.
Disc. Holding from 2 digit valuation and intend to hold for long term.
E2E Networks Ltd – Listed small Cloud computing player (21-11-2023)
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KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (21-11-2023)
In an interview of KPIT management, Mr Patil said that currently the software cost in EV is just 4/5% compared to the cost of vehicle.
He said that in the next ten years the software cost of the ev vehicle will 50% of the cost of ev vehicle.
Does this mean that the TAM for this particular stock is as huge as may be 100x in the next 10 years ? Say software cost currently is 5% and EV vehicles are just 3/4% of the market ?
Just a question in my mind ,kindly correct me where am I going wrong .All opinion are welcome
Disc: invested from 3 years and intend continue to hold for long
Knowledge Marine – Positioned to Double Revenue with No CapEx (21-11-2023)
Technically a neat reversal after retest of breakout level
Phantom Digital Effects Limited (21-11-2023)
Thank you so much for explaining this.
Much appeciated!
Five Star Business Finance – Financing Bharat! (20-11-2023)
The company seems to be using a different definition of town classification –
- Company presentation footnotes say tier 6 <50k population
- Census classification suggests tier 6< 5k
Is #1 correct or an error in their presentation. If correct then their presence seems to be largely in big towns instead of small ones