Might be… is it good or bad for minority holders ?
Posts in category Value Pickr
Zomato – Should you order? (01-10-2024)
If 31% is your average case what is your bull case? 
Zomato – Should you order? (01-10-2024)
Although I agree that they will move to new categories, they cannot have large catalogue of products due to real estate issues.
Veeba may be 1k crore but it is nothing compared to giants like HUL, who do sales of 60k cr and have market cap of 6.8 lac cr.
I have added sales of many fmcg giants in my calculations.
Websol energy system ltd (01-10-2024)
Hi friends,
Leading players (small players excluded) existing capacity and planned capacity of both Module and Cells taken from Vikram solar DRHP.
As you can see, 45 GW of modules Vs 11.5 GW of Cells (Websol is 0.6 GW cell & 0.5 GW Module).
The Solar Cell demand-supply gap is huge for next 5-6 years. Absolute free run till 2027 for Websol as proposed capacities will come live by that time. Even then if Govt. Policies remains same, Solar Cells will the most sought after product till 2023.
However, Websol’s phase-2 is big dream for their size as funding requirement would be close to 1000 Crores to establish 1.8 GW Cells. In the recently held AGM, Mr. SL Agarwal hinted on collaborating with a US based company for export of modules. Ideally, they should also bring in some manufacturing collaboration for funding needs.
It should be noted that Vikram Solar’s existing factory is located just beside Websol’s Falta SEZ, Kolkata. You can read this DRHP to understand the Govt. subsidies and tax related benefits of SEZ players which will in turn reduce their overall manufacturing cost. Just my opinion.
E2E Networks Ltd – Listed small Cloud computing player (01-10-2024)
DO is now launching H100, E2E has really left a lot of of players in the dust in terms of the software stack. If they were to scale the operations to overseas DCs, I don’t see why they can’t compete with the smaller players internationally.
Asian Granito (AGL) – Another Kajaria in making (01-10-2024)
Looks like a turnaround is on the card, only risk are the investors’s shady tricks
Voltamp Transformers (01-10-2024)
That’s the beauty of Bull run. Stocks don’t run for 2-3 weeks and we start doubting the story 
I don’t think there is any weakness in the stocks or anything wrong with the transformer sector per se. These stocks have given massive returns in last 1 year and some profit booking and consolidation is understandable.
Let the earning season commence and based on the results, we’ll see interest in these stocks coming back.
Disc- Invested in Voltamp
Hero Motor – Leader in two wheeler (01-10-2024)
Good month for Hero and all the other 2-wheelers OEMs (Bajaj, TVS etc), all of them beating street estimates by a big margin.
We are still not in festive season yet, so hard to say if this performance is one off or a harbinger of structural boom in 2-wheeler sales in the country.
My Portfolio (Updates and Suggestions) (01-10-2024)
Though your investments appear a bit diversified, your 25.74% exposure to risky assets i.e. stocks and mutual funds is difficult to comment on, unless you disclose the details and the thesis behind your choice.
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (01-10-2024)
Can someone please provide a point of view on how badly SEBI’s new rules will impact Angel One?
I understand that almost 50% revenue comes from F&O segment, driven by retail audience. I do not have proper understanding of F&O segment, hence want to understand impact of trading volume.