HDFC BANK Limited Analyst Meet 18th September 2023
Investor day recording
Merger related nitty-gritty discuss in detail
Final minutes intersting view of management why they let go large corporate deposit client
Posts in category Value Pickr
HDFC Bank- we understand your world (19-09-2023)
Investing Basics – Feel free to ask the most basic questions (19-09-2023)
Good suggestion. It is also possible some brokers have brokerage very less for delivery and some have favorable brokerage for intraday trades. This is also something to consider when choosing a different broker.
Kama Holdings Limited (19-09-2023)
what would be the credit date for the bonus shares?
Jindal Stainless (Hisar) (19-09-2023)
What is the reason of huge pledge share of promoters? Is it red flag, i checked other steel companies also, they have not this much pleadged share. Please help.
Dhanuka agritech (19-09-2023)
Latest update by Dhanuka Management in recent interview:
Negatives :
-India has witnessed a lowest rainfall in Aug’23 and hence the demand for products was very weak vs Jul’23.
-Management has said that topline will be 10% less than the projected targets.
Positives :
-Management has said that the company may report lower double digit growth (10-12%) in topline on y-o-y basis; although dry season reported in Aug’23 (Management expectation was higher double digit growth i.e. 16-18%)
-High cost inventory is fully absorbed and now the company is procuring raw material at lower prices. Also, company has increased prices of products in Aug and will continue till Sep’23
-
Improvement in gross margin and operating margins by 200 bps and 100 bps respectively.
-
New CAPEX plant at Dahej will generate Rs 50 cr in current year and 100cr next year. They are looking for a tie up with Japanese companies for production of technical molecules which will be announced before Mar’24.
Bye Bye Diesel Petrol, Welcome Biofuel- Global Biofuel Alliance- A paradigm shift in sustainable energy, Carbon foot print and economic strategy- various options before India (19-09-2023)
Lot of fertilizer plants are going to produce ethanol in the future.
https://www.constructionweekonline.in/projects-tenders/kribhco-to-set-up-three-ethanol-plants
likes of IFFCO, RCF, GSFC will follow suit.
Kuantum papers has also invested in pilot 2G Ethanol plant. Paper industry which depends a lot on agri waste can also come up with their own 2G Ethanol production.
Narayana Hrudayalaya Ltd (19-09-2023)
What a visionary! 100 mn families that get unserved in the middle,let’s try and serve them 
Syngene International (19-09-2023)
I feel it is a bit negative. Independence is good and that is why the company does the demergers.
I can be wrong as it is a first time I am observing something like this.
Is it usual to have a group ceo for 2 demerged entity?
Any take on it?
Shankara Build Pro – Building Materials Organised Retail (19-09-2023)
The answer is in same store sales growth.