Sweet! Fortune Select Trinity in Whitefield is being acquired for 205 crores, offering 142 rooms. Not a bad deal at all! With some additional investment for expansion, the capacity can be scaled up to 342 rooms. In terms of mcap value, Samhi is currently priced at around 1 crore per room, while Chalet is around 4-6 crores per room. Any new additions or renovations at these price levels are a bonus!
Posts in category Value Pickr
IDFC – Infrastructure Development Finance corporation (04-10-2024)
Merger complete.
IDFC First Bank Limited (04-10-2024)
Merger complete and SHP of new entity is out along with other updates for the month of Sept 2024.
It looks like bank is at close to long term support of ~71. Hope all negative news flow is factored, overall Banking sector and IDFC First which was not participated much in bull run in last year will improve
Disc: Holding IDFC First, about 2% of PF with 3% loss.
Zomato – Should you order? (04-10-2024)
TAM is not that huge as illustrated by my post comparing sales of zomato and blinkit with hul nestle etc
Zomato – Should you order? (04-10-2024)
Buy a business which will deliver returns if it is being run by idiot because sooner or later it will be.
Shivalik Bimetal Controls Ltd (SBCL) (04-10-2024)
Sorry my bad. I didn’t check that. In screener it’s clear.
Shivalik Bimetal Controls Ltd (SBCL) (04-10-2024)
Sorry my bad. I didn’t check that. In screener it’s clear.
Diamines and Chemicals Ltd – Navigating for a long-term growth (04-10-2024)
Promoters now infuse Rs33 cr around CMP. They had talked of many initiatives in FY23 AGM. None of these are visible yet.
Can anyone share FY2024 AGM notes?