Does anyone here tracks this? Its not clear from the news on how much of it is a growth compared to previous year. It would be great to have a trend view of this to take this news as a base for additional entries as right now price is quite low to add more of Coal India.
If anyone here has insights and understanding on it, do share!
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One of those rare occasion: Playing out beautifully from Entry
Management recent interview on the 2 acquisitions (https://www.youtube.com/watch?v=vw0ZDa9A8VU&list=PPSV)
Superb. Also making very good Cup with Handle Pattern. With highest TTM profit.
In the light of reduction in transaction charges, its worth noting that transaction charges make up only 26% of CDSL’s total revenue. While it is significant, it is not anything that wont get offset with increasing userbase every month. Additionally, CDSL is also looking into new businesses too which may start adding to top line in few quarters,
The risk with Infrastructure Companies is very clearly explained by Sandeep Singh:
100% of infrastructure NPAs (including many large companies which went belly up) in 2013-2018 era were
Not because they didn’t have enough orders / business
But solely because they had too many orders and any execution slippage or delays …their balance sheet couldn’t handle
My Outlook on Interview & Fundraise:
Some Good parts:
Let’s see what’s management says in Q2 Results outlook
No Reco (Invested; will see what to do in Q2)
Company: Suzlon (Turn around story for wind energy)
On Daily Chart currently:
Disclaimer : I have position in this stock so I am biased. Please go through concalls, result and presentation to develop conviction.