The impact on CDSL may not be substantial because this regulation is more about managing market speculation rather than directly affecting depository functions. while this regulation could slightly reduce trading volumes, it is unlikely to have a major positive or negative impact on CDSL stock directly.
Posts in category Value Pickr
Vasa Denticity aka Dentalkart – The Indian Amazon of Dental supplies ?! (02-10-2024)
Here is what I found out.
https://nsearchives.nseindia.com/corporate/DENTALKART_30092024163953_8thAGMProceeding.pdf
Hope it helps.
dr.vikas
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (02-10-2024)
Huge application of Schneider products shown in this data center. But none of these products are manufactured by Schneider india right? If someone can please confirm.
Happiest Minds Technology (02-10-2024)
What happens after Mr Soota, passes. It is a tough and sad question to ask but very important regarding the future aspects of the company. What happens to 40% if it goes to a trust. There aren’t many promoter less companies that we know of that work well in India. In Us it is common practice but here without a promoter it is generally like a ship without a captain. Except L&T I do not know of any spectacular successes. Any appointed successors, anything that anybody knows about this.
I love the company’s profile, business model, it being ambitious and almost comparing itself to Globant etc, but for a long term investment (8-10 years holding period), we need to know about the future leadership of the company.
PGINVIT impairment of investments in subsidiaries and book value (02-10-2024)
There are no uncertainties. They have a contract for next 28 years. Its just due to market perception, there is less demand even at 13.5% yield for FY25 & FY26 and 11% for next 5 years and even in the last 5 years, yield is as good as 6%. The interest rate will not be 8% in FY50 but may be <5%.
All stocks go through up cycle and down cycle in terms of share price irrespective of earnings. All PSUs went through down cycle between 2018 and 2021. Everyone was pessimistic but next 3 yrs had been phenomenal for those stocks.
Auto Industry in India – We had a chequered Past, can we expect a bright future? (02-10-2024)
Effective 1st October,2024, India shifts to a new EV subsidy Scheme PM E-Drive
https://www.financialexpress.com/auto/news/india-shifts-to-pm-e-drive-all-you-need-to-know/3627849/
Geojit Financial Services+BNP PARIBAS Does the story gets RE-RATED? (02-10-2024)
According to FY24 AR of Geojit, 80% of Brokerage revenue comes from Cash segment. They are proactive it seems. The impact seems low. Need to get a similar idea about other diversified businesses like MOFSL.
Geojit Financial Services+BNP PARIBAS Does the story gets RE-RATED? (01-10-2024)
Disclaimer: Biased view as I hold this stock.
Hi All. Don’t see much traction here since 2022. Looking at India’s SIP trend, equity culture growth & financialization of savings, I think all these players should do really well over the next 10-15 years. Geojit has a high integrity management. They look hungry for growth now (by their last few concalls & execution). The only point is, it’s not a pure play wealth management/AMC business. So there is always going to be regulatory hang like what happened yesterday. We know that this is going to impact brokerages & stock exchanges the most. But in case of diversified financial services businesses like Motilal Oswal or Geojit, how can we asses the impact of the regulations on the terminal value? Geojit is now 45% revenue coming out of broking. Over the period of time I think it should be substantially lower than this. But in the meantime, how to think about broking part of the business? Wealth side is sticker revenue as it’s fee based.
Smallcap momentum portfolio (01-10-2024)
Hello @nil You can check two things.
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The earliest available date for AADHARHFC is 15/05/2024. Any earlier date show info as NA. Please check the dates for returns and SD calculation and ensure they are correct.
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Second point that I have noticed is that Google Finance does not like to move columns or replace names in columns. It will typically throw up some errors. Instead, if you want to remove a scrip, delete the column and if you want to introduce a new scrip, insert a column for it. This will keep the data clean.
Action construction equipment ltd (01-10-2024)
From where do we get this info? Govt sites are not that easy to get info.