see the gold loan aum growth of last few years you will the answer
Posts in category Value Pickr
Zomato – Should you order? (03-10-2024)
This space is highly competitive. For example, today I placed an order with Blinkit, but after waiting 20 minutes due to a server issue, I cancelled and switched to Instamart. It highlights how quickly market share can shift in this segment.
I’m holding onto Zomato because I trust the management’s execution and their ability to drive a turnaround. Additionally, I believe their Total Addressable Market (TAM) will keep expanding as more young adults graduate and join the organized workforce, particularly in Tier 1 and Tier 2 cities.
Venus Pipes- Pipes & Tubes (03-10-2024)
Hello everyone,
I wanted to share an important update regarding Venus Pipes and Tubes Limited. The company’s credit ratings have recently been upgraded by Infomerics Ratings.
- Long-term bank facilities: Upgraded from IVR A-/Stable to IVR A/Stable.
- Short-term bank facilities: Upgraded from IVR A2+ to IVR A1.
This upgrade reflects the company’s improved scale of operations, stronger profit margins, and continued financial health, despite a somewhat elongated operating cycle. The backward integration and capacity enhancements have significantly boosted their performance.
For more detailed information, you can refer to the latest report on the company’s financials and ratings.
Cheers!
pr-VenusPipesTubes-1oct24.pdf (288.0 KB)
InterGlobe Aviation – Indigo (03-10-2024)
Another social backlash against Indigo.
Indigo needs to amend before its too late. Frequent such issues can create a sticky negative impression that would be hard to rub off at later stage. At any point in time when Indians might have choices, indigo will lose in all those occasions. Three imminent dangers visible right now:
- Spicejet revival. Multiple firms are keenly interested in resurrecting spicejet. If things do go right, it would be just matter of months before it can snatch as much as 10-15% of market share, the share that it had lost.
- Lack of visible govt backing. Indigo doesnt seem to be dear to govt just as Adani, Ambani stocks are. The ruling party friendship equation doesnt exist to act as a veto for its growth.
- People’s Fav Tata may change the game. From bringing connected perks to increasing luggage limits to perceived empathetic customer service, Tata group can bring up any ball game to toss of indigo into a different battlefield. The way they did for tata motors by shifting the battlefield from features and price points to safety rating to gain a traction and reach #2 spot in the Cars market share.
Although indigo knows very well the business, it seems to take word of mouth and customer satisfaction absolutely for granted. This is not the strategy that a long term vision perhaps could sustain.
SmallCap Hunter : Trying to find the dark horses with triggers (03-10-2024)
I have started investing in:
Lancer Container Lines Ltd
Polylink Polymers (India) Ltd
Srestha Finvest Ltd
with only 0.05% of my overall portfolio for now. As these looks clearly good on books personally to me.
Also willing to add the Emerald, for now failing to do so.
Disclaimer: Not for recommendation. Do your own study.
Sakar Healthcare – Tiny Pharma Company for promising Growth ahead (03-10-2024)
I understand that there is a lot of work happening which is not being seen in the numbers yet. Looking at the scale of capex and the way they have been handling the debt, the future of the business looks promising.
At the same time, the shareholders have approved the salary increase of MD and JMD 5 fold to 2.4 crores and 1.8 crores respectively, with Net Profit of ~12 crores. The incremental revenues from new capex are yet to be seen. As per my calculations, a very small proportion of the new capex will be adding to the top-line and bottom-line in this financial year. The cap on the salaries of the management vis-a-vis the Net Profits is 10% in total. How do you read this?
I will really appreciate if someone can help me get more clarity on it.
Route Mobile – Internet, Mobile & Telecom (03-10-2024)
company went 4x post listing, it is okay to cool down and then rise again. Their profit is more than doubled from the time it was at ATH last time. Company will create value again for its stakeholder. We just need to hold for good returns
SmallCap Hunter : Trying to find the dark horses with triggers (03-10-2024)
Try after 10 am on Monday and Tuesday. it worked for me.
E2E Networks Ltd – Listed small Cloud computing player (03-10-2024)
Can u share the pdf again?
The one u shared has expired.
Thanks