Reduction in promoter shareholding is due to preferential issue and ESOPs.
Posts in category Value Pickr
Stock Alpha: ChatGPT for Equity Research (26-09-2024)
Hey Rohan – while I wish you the best, a cursory look at your app made me wonder whats the value add on top of what we already have via tools like Screener.
It may help if you can give a couple of concrete examples on how one can extract a fresh insight on a company versus what we get from a tool like Screener.
I mean, if I look up a certain company on Screener, on a single page view, I get almost everything that I would need including key insights, transcripts and summaries of the concalls that happen. And these summaries are quite good. All this in the free version of Screener. Ofcourse, free version means its restricted to 10-20 companies a month but the premium version in 5K/year.
E2E Networks Ltd – Listed small Cloud computing player (26-09-2024)
NVIDIA CEO has been selling too, they’re just taking some chips off the table before the AI hype cycle is over.
Indian Microfinance Sector and the companies in the sector (26-09-2024)
Respectfully, if one is unable to study the entire sector over a cycle and not separate the good management against bad ones, they should just avoid the sector.
There have been so many opportunities (2010 AP crisis, DEMON, COVID and now 2024 elections) that can help identify who is lending responsibly, who is diversified in products and geography etc.
Dont just chase the managements which are guiding for 2x the industry growth when the peers are turning cautious.
Neuland Laboratories Limited – Transformation towards niche APIs? (26-09-2024)
Neuland Laboratories Limited – Transformation towards niche APIs? – #474 by VALUE2017 go through this article
Infibeam Avenues – A Fintech Play (26-09-2024)
This is not a delisting. It is a Demerger. It means on record date who holds the shares will get new entity shares.
Zaggle_A platform to address pain points for enterprises (26-09-2024)
The board approved acquisition of two companies.
Mobileware
Paying 15.6 Cr for a 26% stake for a company with turnover of 17Cr. Valuation is about 4x. Seems about same valuation ratio of Zaggle, though we do not know about earnings of Mobileware.
SpanAcross IT solutions
They are acquiring 98% stake for about Rs 30 Cr, for a company that has a turn over of Rs 4.73 Cr. Something doesn’t add up as it is an order of magnitude higher than expected… Please let me know if I am doing something wrong.
Also, am confused on this one. They say it is related party, but promoters have no interest in entity acquired…
Disc: Invested
E2E Networks Ltd – Listed small Cloud computing player (26-09-2024)
Why Promoters and employees are selling shares any idea?
Krsnaa Diagnostics – what is the diagnosis? (26-09-2024)
Hopefully, this should be resolved in a few days. I think management has said that they have an agreement with the government that if payment is not received within 90 days, their services will stop.
The same incident happened in my district, Kolhapur, in Maharashtra. But the matter was resolved in 2/3 months. Some politics, etc., may be involved as some health authorities need to sign the agreements.
dr.vikas