Just a question here, is the dilution by promoter to many fund houses will weaken the promoter structure?
Absence of a stronger promoter and mis-aligned interest of too many fund houses will only create chaos…
Posts in category Value Pickr
SJS Enterprises Ltd (22-08-2023)
Simple Investing (22-08-2023)
It seems interesting that you have weeded out losers. If you can post your current portfolio in this thread…
Natco Pharma: Focusing On Complex Products (22-08-2023)
Even this figure is very conservative as per concall, because otherwise company gets judged that they told more than 1200 crores and they didn’t meet expectations.
Profits can go higher than 1000 crore for Natco, if everything goes as expected.
Edelweiss Financial Services (22-08-2023)
Nuvama Wealth hopes to get listed on stock exchanges by mid-September: MD Ashish Kehair
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (22-08-2023)
Update: Additional incentive of Rs 3.71 per litre on ethanol produced from damaged foodgrains and maize, has been announced by OMCs. This is in addition to the recent price hike of Rs 4.7 provided on Ethanol produced from damaged foodgrains and Rs 6.01 from maize. This hike is effective from Aug 7 just like the previous hike.
According to me, most of this hike will directly flow to the bottom line (profits) as the Management has mentioned during the quarterly call (prior to the latest hike) that they can deliver 15-18% EBIDTA. With this Rs 3.71 hike, the margins (EBITDA & PAT) should improve further. I believe that it is a step in the right direction by Govt to encourage Ethanol from grains like Maize rather than water-guzzling sugarcane and rice.
Disc: Invested
PayTM (One 97 Communications Ltd) (22-08-2023)
Is anyone know what UPI incentives Phonepe got for last FY compared to Paytm as it will make it clear who is leader in merchant acquisition? or list where we can find UPI incentives amount and company name. Thank you!
KPR mills – textiles & sugar (22-08-2023)
KPR mills expansion plans
Disc: invested
My portfolio updates and investment journey (22-08-2023)
Refer this link of value educator there are some anti thesis of PML ,I have PML 3% and thinking to switch to SBML due to current 27% crash due to promoter selling,what’s your view on it let me know https://youtu.be/8Ysox_r2QzU
Hitesh portfolio (22-08-2023)
Sorry for commenting in between, with Jio finance listed at mcap much greater than companies like HDFC Life and among NBFCs only Bajaj Finance/Finserv having mcap more than Jio finance…this looks like a Nykaa moment to me when Nykaa grew mcap more than double of Tata’s Trent and today its precisely the other way round…
Disc: Invested in HDFC Life & Trent and burnt fingers in Nykaa hence biased. Not a buy/sell recommendation. Views only for academic purposes and I can be wrong in all my assessments.
Natco Pharma: Focusing On Complex Products (22-08-2023)
Expecting 1000-1200 crore profits this year. TTM net profits are 815 crores.