Exactly. Icici offers buy get one on bookmyshow. They don’t look for profit, it is a perk. Similar to lounge access. We need to keep that in mind. As well as the other concerns.
Posts in category Value Pickr
Dreamfolks services limited( DFS) (05-11-2023)
Exactly. Icici offers buy get one on bookmyshow. They don’t look for profit, it is a perk. Similar to lounge access. We need to keep that in mind. As well as the other concerns.
Surat Equity Group (05-11-2023)
Suratis, was thinking if anyone would be interested in forming a group and meeting across on a regular basis (once a month?), wherein we pick a company, prepare a presentation and discuss in detail.
Regards,
Shariq
Surat Equity Group (05-11-2023)
Suratis, was thinking if anyone would be interested in forming a group and meeting across on a regular basis (once a month?), wherein we pick a company, prepare a presentation and discuss in detail.
Regards,
Shariq
Anant Raj Limited (05-11-2023)
Interview from Macrotech developers.
Two main points:
- Interest rates are picked and intense competition between mortgage providers.
- Real estate cycle is in 3rd year of long 15 year cycle
Provide your views and inputs to understand Anant Raj Limited or real estate cycle in general.
Disclosure: Invested views may be biased
Anant Raj Limited (05-11-2023)
Interview from Macrotech developers.
Two main points:
- Interest rates are picked and intense competition between mortgage providers.
- Real estate cycle is in 3rd year of long 15 year cycle
Provide your views and inputs to understand Anant Raj Limited or real estate cycle in general.
Disclosure: Invested views may be biased
Varanium Cloud SME, the next Brightcomm Group? (05-11-2023)
Hail Hydra
Even if the company has genuine earnings, it needs to answer for the bad corporate governance and all the problems listed above in the forum.
As an SME it is getting away with wrong things, same as Income tax department won’t spend much time going after Samosa seller, SEBI don’t give a damn to this company
Varanium Cloud SME, the next Brightcomm Group? (05-11-2023)
Hail Hydra
Even if the company has genuine earnings, it needs to answer for the bad corporate governance and all the problems listed above in the forum.
As an SME it is getting away with wrong things, same as Income tax department won’t spend much time going after Samosa seller, SEBI don’t give a damn to this company
Dharmaj ready to benefit from high demand for agrochemicals (05-11-2023)
One observation which merit attention on 2Q FY2024 results. Depreciation policy has been changed during quarter which has resulted in lower deprecation for quarter by 94% y-o-y. Given that a large capital work in progress (INR211cr) is going to get capitalised most likely by end of year, not sure what is the real intention behind change in deprecation policy.
Disclosure- Not invested but tracking closely.
Dharmaj ready to benefit from high demand for agrochemicals (05-11-2023)
One observation which merit attention on 2Q FY2024 results. Depreciation policy has been changed during quarter which has resulted in lower deprecation for quarter by 94% y-o-y. Given that a large capital work in progress (INR211cr) is going to get capitalised most likely by end of year, not sure what is the real intention behind change in deprecation policy.
Disclosure- Not invested but tracking closely.