Chemplast Sanmar Q2FY24 Concall Summary
Posts in category Value Pickr
IDFC First Bank Limited (06-11-2023)
I don’t think that Indian economy has ever been on a sounder footing as it is now. This is good for banking industry and IDFCF Bank.
In my opinion IDFCF price is likely to bounce back within a quarter or two. So you could further invest into IDFC Ltd now and wait for bank shares to get back to 93 and exit. Off course it would be dependent on availability of additional finance. You will have to exercise your own discretion.
Disc-Invested in both.
Deepak Fertilizers and Petrochemicals (06-11-2023)
If the order for the 155mm artillery for at least 1200 guns comes through, then there will be substantial orders for shells; the Ukr war for Russia consumes about 2millon shells/year and this is before ramp up. GOI will plan based on the burn rate there for a 2 front war, EIL, Solar and other current players dont have capacity now.
there is room for other players.
Note: please dont discuss the war or something about 2 front war. Just stick to the logistics of production of shells and explosives
The SME portfolio (06-11-2023)
All E Technologies
Results
The SME portfolio (06-11-2023)
All E Technologies
Results
BLS International (06-11-2023)
good results this quarter
BLS International (06-11-2023)
good results this quarter
Dreamfolks services limited( DFS) (06-11-2023)
Completely agree with @ORION that the card issuers will definetly provide with some free incentives to attract customer to their cards and as we are seeing that the premiumization trend is playing well it all depends upon how dreamfolks is able to cash that and be an aggreagtor for that partcular service (be it salon,golf,spa etc)
Dreamfolks services limited( DFS) (06-11-2023)
Completely agree with @ORION that the card issuers will definetly provide with some free incentives to attract customer to their cards and as we are seeing that the premiumization trend is playing well it all depends upon how dreamfolks is able to cash that and be an aggreagtor for that partcular service (be it salon,golf,spa etc)