MFIs may grapple with muted growth, higher stress in FY25 – The Hindu BusinessLine,
Also, check the care rating report.
Posts in category Value Pickr
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (23-09-2024)
If we trust Kotak management for long term performance and ethics, then below table is very compelling and is self explanatory.
Across time horizons, stable return ratios, consistent growth and consistent PE / PB derating… Will it mean revert? If not, Why?
Disc: Holding and adding.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (23-09-2024)
This is the last update to the exchange on 31 Aug.
52 week highs and all time highs strategy (23-09-2024)
Aditya Birla Sun Life AMC Ltd. CMP-753
Aditya Birla Sun Life AMC is set up as a joint venture between Aditya Birla Capital Ltd and Sun Life AMC and is among the top ten AMC’s in India. The IPO came in October 2021 at 712 Rs, after the same markets went sideways and stock price went into a correction mode. For 3 years the stock has consolidated and created a rounding bottom in form of a cup and a handle pattern. Also the stock price has recently (in August) moved above the IPO listing high price of 723 Rs and is consolidating . On Friday Sep 20, 2024 there was a huge volume spurt with high delivery percentage.
Fundamentally the business is asset light and doing well along with the sector (one can check the recent quarterly performance which is easily available). Capital market plays are doing well due to sector tail wind and recently NSE launched a new thematic index called the Nifty Capital Markets Index, which will attract inflows to capital market plays.
Below is the weekly and daily chart for reference.
Disclosure : Invested.(not a stock recommendation, anyone contemplating investing needs to do their own due diligence).
Rudra’s PF and Information attic (23-09-2024)
Lets see what q2 and H2 will unfold, but it is wrong to paint the whole sector as having a tough time if one bad lender didn’t follow discipline.
Also, beyond the headwinds which were already shared by many cos. in Concalls in Q1, which incremental macro headwind are you talking of?
Sakar Healthcare – Tiny Pharma Company for promising Growth ahead (23-09-2024)
Hi any one has notes from AGM ?
Natco Pharma: Focusing On Complex Products (23-09-2024)
Valuation of Natco based on PE is confirmed from its history. At present it is at sweet spot of investing. Even otherwise in todays market dynamics it is very difficult to foresee beyond 2-3 years and for comming 2-3 years, Natco is a value buy.
Tata Motors – DVR (23-09-2024)
based on my limited understanding, MF had no tax implication from this merger (as against retail investor who were facing significant tax) hence they probably didnt intervene. As to the merger ratio, I think the discount narrowed to 30% only after merger was announced…so they didnt have much to complain on that front either.