Combined marketcap post merger will be sum of the marketcap of two companies i.e. 33k + 15k= 48 K CR (as of today)?
Posts in category Value Pickr
Globus Spirits (21-09-2024)
This effect can be fully seen in Globus’s results as well. Q4 OPM even with consumer business was 4 %. The current prices are not viable for long term. This would definitely be one of the reasons why they had to postpone the capex for Orissa. The least efficient producers will find it even more difficult. Probably, we may be at cyclically lowest levels. And the margins may slowly start to improve with food inflation slowly coming down.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (21-09-2024)
Sugar prices Friday extended this week’s parabolic rally, with NY sugar posting a 6-3/4 month high and London sugar posting a 2-1/2 month high. Sugar prices are soaring as drought conditions in Brazil threaten its sugarcane crops. Gains in sugar accelerated Friday after Rabobank cut its 2024/25 Brazil sugar production forecast to 39.3 MMT from a previous forecast of 40.3 MMT.
Fund buying supported sugar prices this week after meteorologist Climatempo said hot and dry conditions will persist in Brazil’s sugar-producing areas until next week. Drought and excessive heat have caused massive fires in Brazil that have damaged sugar crops in Brazil’s top sugar-producing state of Sao Paulo. Sugar cane industry group Orplana said that as many as 2,000 fire outbreaks affected up to 80,000 hectares of planted sugarcane in Sao Paulo. Green Pool Commodity Specialists said that as much as 5 MMT of sugar cane may have been lost due to the fires.
In the Thailand that may damage the country’s sugarcane crops is bullish for sugar prices. On May 6, Thailand’s Meteorological Department said that more than three dozen of Thailand’s 77 provinces posted record-high temperatures in April, with new highs beating records as far back as 1958. Sugar millers in Thailand are reporting the lowest yield from crushed cane this year in at least 13 years. However, Thailand’s government on April 22 estimated that Thailand’s 2023/24 sugar production from Dec-Apr 17 was 8.77 MMT, above a Feb estimate from the Thai Sugar Millers Corp for sugar production of 7.5 MMT. Thailand is the world’s third-largest sugar producer and the second-largest sugar exporter.
Buying an Index ETF – How to? (21-09-2024)
I have one silly question to ask for which I am not getting the answer. Are Long term capital gain or short term capital gain on equity is taxed at 12.5 % and 20% irrespective of your income slab?
Mount Abu Meet-Up (21-09-2024)
Wait Kucha Reply Ane Do Dekhate Hai
Investing Basics – Feel free to ask the most basic questions (21-09-2024)
Hi
How do you account for a demerger in your portfolio on kite? For example, Rossell India share price reduced by 50% approx on demerger date, I assume the demerged companies shares will come, but the Rossell India entry will keep showing losses?
Thanks
Mount Abu Meet-Up (21-09-2024)
We are a group of 3 investors from Udaipur…can meetup
Microcap momentum portfolio (21-09-2024)
Hi @VeeraBrahmam …have you or anyone tried to evaluate how this portfolio has performed this year lets say starting Jan. Will be great to know both the returns and kind of churn in this approach.
Mount Abu Meet-Up (21-09-2024)
Hi everyone,
Any one from Mount Abu or nearby area please update, once we have enough people so we can arrange an offline meet.
Thank you