why is the company not giving dividend?
Posts in category Value Pickr
Zomato – Should you order? (07-10-2024)
The present govt likes to replace unorganised players (kiranas) with organised players. Kiranas run business mostly on cash which is revenue loss for govt.
Rural Elect Corp (07-10-2024)
Hitting the pnl or not is one aspect. As we have seen reckless project financing in the past by power psu nbfcs, it atleast lets share holders know more granular info about stage of execution of loan book which otherwise is not disclosed. And if the loan is good, whats the fear about provisons, they shall get reversed later if collections happen as per schedule. Ofcourse earnings may b lumpy . I am ok with that as the benefit of that being addl disclosures on project finance loans ( especially skeptical about loans to pvt ppl) .
Lic housing finance (07-10-2024)
I was looking for buying an apartment. What I found is SBI has the strictest scrutiny while giving loans and lic hfl was the most lenient. The builder was having agents who can get me loans from lic hfl for flats which were not in the approved plan.
With this kind of behaviour, how can lic hfl have good assets?
Disc: No holding on lic. Just watching the space.
Tata Motors – DVR (07-10-2024)
Why sample calculator? As I have posted already, they sent the actual calculations of all these for the holdings you have.
See this msg
Manappuram Finance (07-10-2024)
Another reason for manappuram underperformance compared to muthoot could be the promoter getting into trouble frequently (but acquitted). That’s when I reduced my stake in manappuram (got burnt once in yes Bank fiasco as both shareholder and depositor).
Manappuram Finance (07-10-2024)
Nandakumar’s daughter is involved please check
CARE Ratings Limited (07-10-2024)
The latest update on CARE ratings
I hope you find it useful.
dr.vikas
Rajesh’s portfolio (07-10-2024)
K2 infra guidance for this year is 150 percent
100 percent CAGR a few stocks am studying Srivari spices, power and instrumentatiion Gujarat, the rest same portfioio will double by next year June Max so unless something great comes best to do nothing 
Rural Elect Corp (07-10-2024)
Agreed. Since REC follows Ind-As, my understanding is that they would only be required to create a “reserve” in balance sheet and the added provisioning requirements will have no impact on P&L (as they follow ECL provisioning norms).
Further since their Capital adequecy ratio is high – the reserve (which will be excluded from CAD and tier 1 caluclations) – again would have no impact.
If anything banks may completely vacate the space leaving the entire market for REC/PFC.