Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (09-10-2023)
My question is I tend to avoid the companies Price to sales Ratio is above 5 . Is the P/S getting shows on Screener is misleading? Can companies mislead the P/S ratio ? How to use Cashflow in conjunction to derive P/S ?
CDSL – Stock for our children (09-10-2023)
Update for Q2:
New investor accounts exceeding 80 lakh (51 lakh during Q1) and Live company additions exceed 470(approximately 420 during Q1) for the quarter.
Both numbers exceed the numbers reported during Q1.
We are likely to see the best ever numbers from CDSL for this quarter.
AJ
Disclosure: Holding CDSL from last many years. Views are biased.
Som Distilleries and Breweries (09-10-2023)
As fund raising is cancelled this could impact to future expansion.
Byke hospitality – Truly asset light? (09-10-2023)
Annual Report 2022-23
CDSL – Stock for our children (09-10-2023)
Mutual fund investment in india are growing year by year! Is it a big growth driver from CDSL? I know we can hold our MF holdings in dmat where CDSL can benefit, but what about the MF investments through MF house way? Even MF houses need to buy and store shares in depository right? So can we say that the growth in MF investments in india is a bull case scenario for CDSL?
sorry for the noob question but i am still learning this business…
CDSL – Stock for our children (09-10-2023)
Mutual fund investment in india are growing year by year! Is it a big growth driver from CDSL? I know we can hold our MF holdings in dmat where CDSL can benefit, but what about the MF investments through MF house way? Even MF houses need to buy and store shares in depository right? So can we say that the growth in MF investments in india is a bull case scenario for CDSL?
sorry for the noob question but i am still learning this business…
Mallcom India – Safety Equipment manufacturer (09-10-2023)
I think there is an increasing trend of ensuring that the ‘cost of life’ is important – whether it is ensuring safety compliances are in order or workers are thoroughly insured – either through ESI or private general insurers. I see this as a proxy play on manufacturing alongside increasing push of compliances for safety norms.
Investing Basics – Feel free to ask the most basic questions (09-10-2023)
You will come to know that from individual companies’ annual reports only. There is no such screener yet developed which can screen as per geographies served. Moreover, this is dynamic situation. Some companies get some orders from some countries, and may be they are just one time orders. Also even if a company is overspread in a particular geography, they are well versed to counteract such situations and if quality of company is good, they will come out as winner. So from risk point of view, if your original selection of companies is top notch, then you need not worry about such situations. Good management will come out successful.
Vardhman Special Steels Ltd (VSSL) (09-10-2023)
• Snip from Aichi Steel corporation Integrated report
