On the National Peroxide demerger, today is the record date and can see that Market cap of National Peroxide is still 955 odd crores, which is more than sum of the holdings of BBTC and bombay dyeing which comes upto 800 odd crores. Am I missing something please.
Posts in category Value Pickr
Linc Ltd: Writing the future of Bharat (25-09-2023)
Any thoughts on the ridiculously low trade volume that this company has?
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (25-09-2023)
I got your point. Thank You.
Delta Corp – A huge but risky opportunity (25-09-2023)
It’s amusing how you plan on gambling on a gambling business whose business itself has become a gamble for now.
Selecting a broker (25-09-2023)
Has anyone transfered their earlier regular HDFC securities demat account to the new HDFC SKY platform?
If yes, please let know the process. Their customer care is very pathetic. Not able to connect at all.
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Vedanta Limited – Future Natural Resource Leader (25-09-2023)
By two stage DCF,following is presented as valuation, at above article.
if valuation is attractive, what is not attractive these days ?
City Union Bank (CUB) ~ Conservative Lending Franchise (25-09-2023)
HDFC AMC got approval to increase its stake in 5 pvt banks. CUB is one among the five.
Hindustan Foods (25-09-2023)
My issue is that the company is not generating free cash flows from so many years.
Glenmark Life Sciences (25-09-2023)
Hi Suhag
Please re-read your own words on the August 16 post. I will put out the quote that spells out your confusion as well on the August 16 post. “As per the media interaction of Glenmark’s management, they are looking to sell only 7-8% in GLS as of now. I know there are media reports doing the rounds since last 2-3 months about the parent putting their entire stake in GLS on block, however that may not be the case as of today.”
Hope this helps you understand the dichotomy in your reply to me “that there was never a confusion on that.”
Glenmark Life Sciences (25-09-2023)
@Rocky_Chow that was not my view. It was the management who mentioned that. There is a link in that post of the CFO interview. My Point is majority stake sell was never a surprise given that it was there in news since more than 6 months. Any management will never acknowledge on record any ongoing stake sale discussions till the transaction is complete. Hope this helps.