Sometimes consumer behaviours are so difficult to understand. What could be the reason of people / tourist avoiding going to Casinos? I never thought gambling is price sensitive and the kind of target audience Delta attracts…how much that matters.
Posts in category Value Pickr
UPL Ltd – global agrochemical company (18-10-2023)
Someone pointed out that UPL has 192 subsidiaries hence he it is underperforming since it’s difficult to ascertain which direction the company is heading.
I feel that if company is increasing subsidiaries and conversely debts are reducing, it’s a positive picture.
Would like to know others thought on this.
Companies with 20%+ growth guidance for next few years (18-10-2023)
Thank you for collating this. A quick clarification, this is Gravita India, right?
Companies with 20%+ growth guidance for next few years (18-10-2023)
Thank you for collating this. A quick clarification, this is Gravita India, right?
Sunteck Realty – Quality Real Estate Company (18-10-2023)
Three positive updates (including one industry update) for Sunteck…
- Water issue in naigon is almost addressed (as per my channel checks)
- Nepean Sea Road (Malabar hill ) project is being launched in FY24 itself
https://www.sunteckindia.com/images/new/we-are-planning-750-Cr-Affordable-housing-project-large.webp
So two major launches in FY24…
Industry update :
Finance ministry approved the interest subsidy and due for notification
Disclaimer : Invested
Sunteck Realty – Quality Real Estate Company (18-10-2023)
Three positive updates (including one industry update) for Sunteck…
- Water issue in naigon is almost addressed (as per my channel checks)
- Nepean Sea Road (Malabar hill ) project is being launched in FY24 itself
https://www.sunteckindia.com/images/new/we-are-planning-750-Cr-Affordable-housing-project-large.webp
So two major launches in FY24…
Industry update :
Finance ministry approved the interest subsidy and due for notification
Disclaimer : Invested
Mudit’s Portfolio (Passively Active) (18-10-2023)
There is overlapping between two to some extent. But KEI is having larger Institutional share in business while Polycab becoming more of a Business to consumer company. So I wanted a bit small and more aggressive company. Polycab I have recently entered, so I missed the opportunity which was 5 years before, while I feel KEI is at same growth stage where Polycab was before 5 years.