If someone has any insights into this kindly share. Much appreciated!
Posts in category Value Pickr
OPM Sole Criteria for Stock Selection – Screener.in (14-09-2024)
For a cyclical industry, this formula will select the company when it has improved it’s margin and is at the best level at present. Naturally the company’s stock price will also be at the peak. So investing here means investing at the peak margins at peak price. Any margin decline will lead to massive derating in the future.
It can work in companies where there is some fundamental change in the business, like premiumization of product, and the margins will sustain in the future.
Bajaj Finance Limited (14-09-2024)
Does it list swiggy? If so, what’s the price and what’s the lot size?
Addictive Learning Technology limited (LAWSIKHO) (14-09-2024)
What’s so special about SageOne among so many others who have entered? Saw a lot of people on twitter also particularly mentioning this name
Bajaj Finance Limited (14-09-2024)
“The ₹6,560-crore IPO of the Bajaj Group company generated an overwhelming response, with bids amounting to ₹3.24 lakh crore. This resulted in an overall subscription rate nearly 64 times the available shares. The retail individual investors (RIIs) segment saw a subscription of over seven times, while the demand from qualified institutional buyers (QIBs) surged to 209.36 times. Meanwhile, the non-institutional investors (NII) category witnessed a subscription of 41.51 times the shares offered.”
Source:
Retail oversubscription is just 7 times. It’s the others who generally is not in for listing gains did a lot of over subscription. I guess bajaj housing finance could hold the price due to scarcity premium.
Or it could go the Tata technologies way, issue price 500, listed at 1400 but within days it went to 1000 and now consolidating in the range of 950 to 1100. Anything we discuss about price sustenance will be nothing more than speculation.
Disc: Got one lot in IPO. Opinion is biased. I can be wrong as well.
Glenmark – Will Innovation Pay? (14-09-2024)
@Gautam_Chopra how to get these research reports? do you have account with centrum broking?
Thanks
Rudra’s PF and Information attic (14-09-2024)
Good summary of the discussions from TIA Conference 2024
List of Speakers:
Twitter thread on key points:
https://t.co/dHRD8FdXsP
HDFC Bank- we understand your world (14-09-2024)
Banks have the deposit. The question is is about incremental deposit growth, not decline in deposit.
HDFC Bank- we understand your world (14-09-2024)
If the money is sitting in Bank accounts, why the banks are not getting deposits? Ironical isn’t it?
Addictive Learning Technology limited (LAWSIKHO) (14-09-2024)
Sageone’s entry into LawSikho:
