While this is good for the short term, if the trading volumes go down (which it will) this might impact the profitability of Angel One.
Posts in category Value Pickr
Premco Global — Narrow Fabric (A critical component for inner wear) (16-05-2024)
ordinary results - sales, profits flat… i think this is steady state of company. PE is above historical average…
stock will stagnate or even come down… highly competitive industry.
www.bseindia.com/xml-data/corpfiling/AttachLive/eb92f851-ec27-49ec-b97a-e385ae012b88.pdf
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (16-05-2024)
Hi have invested in various fractional investment companies including hbits. Hbits has lower performance fees than some kf the others and service etc is good. However all fractional properties are going to be listed on SM reit index soon, I am not doing anymore investments till the listing happens as I am uncertain the impact it will have.
How to analyse Equity Mutual Funds? (16-05-2024)
I would be very interested in how your project pans out. I feels it’s an important problem to solve. All the websites/tools I come across give a random rating and don’t explain the criteria involved.
Even if you can give some pointers on the kind of equity funds to avoid, would be a huge help
Brookfield India Real Estate Trust (BIRET) – Institutionally managed REIT (16-05-2024)
Looks like a decent deal for BIREIT.
Last year deal happened at 5000 crore EV. This year BIREIT buying at 6000. 20% appreciation appears on higher side. Ideally should have been appreciation of 8%, i.e. 5400 crore.
But when we look in context that BIREIT is not paying in cash but issuing units at Rs300 which is almost 20% premium of yesterday prices. This makes deal look good and probably BIREIT got it cheaper. Ideally should be positive for existing unit holders.
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (16-05-2024)
Sorry this is not listed so I am not sure if it’s ok to ask… does anyone have any experience or information on https://hbits.co? Would appreciate any input.
How to analyse Equity Mutual Funds? (16-05-2024)
How about don’t? Just buy an Index fund. MF have a very poor record vs the Index and the ones that beat the index keep changing. So, why Analyse Equity MFs to begin with? Save yourself the Mental Gymnastics
Sanghvi Movers (16-05-2024)
Result Published
Revenue - QoQ - Flat, YoY - +30%
EPS - QoQ -22% (negative) - YoY - +40%
Stock Split announced - 1:1
https://www.bseindia.com/xml-data/corpfiling/AttachLive/d744c954-ac5c-4187-b010-e7055826d14a.pdf
Avanti Feeds (16-05-2024)
Hi Ayush - I have been following this company for a long time though i am not an investor since many years. Think many investors including you, (if i remember the concall transcripts correctly) have raised the issue of the high cash holdings for which the management has been giving explanations which seem ludicrous (in one call they said it is so difficult to get 100 cr loans from banks or something to that effect). If they were some crank guys one could understand but in all other aspects of their business they are the most efficient guys in the industry. As an investor, smart people doing seemingly dumb things is a bigger worry than simple dumb management.
Since you have followed them so closely (unless Im mistaken you are among the initial lot for whom it was a 80-100 bagger), what gives you the confidence that published numbers are what the management says they are because the Occam’s razor explanation for the cash (along with the presence of small time auditors) is that things aren’t actually what they are shown to be.