I could not see any promoter selling. There was preferential issue in January 2024 and some purchase by promoters in June 2024 as per screener.in
Am i missing something?
Posts in category Value Pickr
Cantabil India – Betting on Tier 2 and Tier 3 Consumption (02-10-2024)
How to register with SEBI as a Research Analyst? (02-10-2024)
Section 4.8.1 reads:
Qualifications: For an individual IA/RA, partner, principal officer of non-individual IA/RA: a graduate degree or a PG degree/ PG diploma or professional qualification in specified field or a PG program from NISM or a professional qualification by obtaining a CFA Charter from the CFA Institute. Specified field shall include finance, accountancy, business management, commerce, economics, capital market, banking, insurance, actuarial science or other financial services or markets.
My Portfolio (Updates and Suggestions) (02-10-2024)
This exposure looks fair to me considering your long term horizon and end goals. However, a word of caution on any further exposure to Adani / Ambani stocks. Likewise I think you have excess position in HDFC bank.
Also think about incorporating few good ones, wherein government is pushing locally and which has good potential going forward (such as green energy, defense, semiconductors etc.)
Above are my personal views. Take informed decisions.
Balaji Telefilms (02-10-2024)
Entertainment sectors fency …
Does it makes any sense to Balaji…
Disc . Tracking position.
Srestha Finvest Ltd: A Strategic Shift Towards Green Finance and Sustainable financing (02-10-2024)
Special fund raise resolutions not passed. Would be good if someone who attended the AGM is onboard. Alternatively if someone from Chennai and go to their Regd office and have a word with the management, that would give confidence to all.
Aster DM healthcare (02-10-2024)
Page 15 on concall:
I think the only thing we are quite keen on is building Aster India and like I mentioned in my opening remarks as well our Chairman’s vision has always been how do we become one of the top three. So just looking at the right opportunities in terms of mergers, acquisitions that are available that will help us facilitate. So we’re just being opportunistic on that, looking, keeping our eyes open. We could not really focus on any of this until the GCC segregation was
over. So I think since that has given us kind of a cleaner slate now, it just opens up for other combinations and opportunities to be explored. So hopefully we’ll have something more concrete to mention in the next couple of quarters.
My Portfolio (Updates and Suggestions) (02-10-2024)
Can you elaborate on your real estate investment?
Auto Industry in India – We had a chequered Past, can we expect a bright future? (02-10-2024)
How many companies make E- Scooters in India ?
I find there are total of 68 manufacturers of E- Scooters as of date. List is given in the link below along with its listed price.
Though the E-scooters can grow steadily, but E-Scooter can not be a commodity. It is a product that is based upon innovation & Technology.
It is just not assembling an e-scooter out of components. For ensuring reliability of the product, It requires Good manufacturing practises , Quality control systems, Sales and After Sales Service Network of dealers and distributors, Spare parts etc which requires a lot of capex, trained man power and finally building the brand.
Bajaj, TVS, Hero have taken 45-50 years to build the infrastructure and its Brand.
Though the market opportunities could be huge for low end 2 wheeler scooters, (considering the EV penetration is low at 10% now ) , with so many players in the game , only the fittest would survive