Aug 01, 2022
Detailed rationale and outlook by Candor Investing
Posts in category Value Pickr
Intellect Design Arena (04-09-2022)
Intellect Design Arena (04-09-2022)
Aug 01, 2022
Detailed rationale and outlook by Candor Investing
SmallCap Hunter : Trying to find the dark horses with triggers (04-09-2022)
Have a close look at Management and Board of Directors.I did
Ador Fontech: Quality small company for the Long Term (04-09-2022)
After the Agm, was the share swap ratio discussed any break through for Ador Fontech shareholders ?
Ujjivan Financial – Small Finance Bank (04-09-2022)
Recently insider trade details in Ujjivan Financial Services Ltd
.
UFSL is a holding company of Ujjivan small finance bank (USFB). Holds more than 83% . RBI reguatory enforced reverse merge unlocks UFSL holding discount.
.
Ujjivan Financials Board of Directors have announced a share swap ratio of 115 shares of Ujjivan SFB for every 10 shares of Ujjivan Financials held by the investor.
.
share swap ratio of 10 shares of UFSL = 115 shares of USFC which is potential upside of 22% from current price ( as of 2nd sep 2022 ).
.
USFB is currently having low NPA ( non performing assets ) among all small finance banks.
.
I have spoke with one of the employees recently that the merger is in-progress and in 6 months period of time it is expected to be completed.
.
Disc : Invested
Policybazaar – Insurance Online (04-09-2022)
(post deleted by author)
Pragnesh’s portfolio (04-09-2022)
I really like this post from valurpicker and learned that sometimes best stock to buy may be already you own eventhough it may be 2-3 times higher than your initial buying ptice.
I recently added following stocks after 200 to 300% rise.Lets see what happens to them in future
Kei
Apcotex
Moldtek
Paushak
Astec
Ion exchange
This is post of Anurag agnihotri from “My mistakes with stock market”
“I still own Pidilite, now 5500% profits, goes to show what holding a stock for a long time can do to your money.
So here’s the second mistake. I bought a very low quantity of Pidilite and never added it subsequently, funnily because any new purchase would have increased my average purchase price. Ego over money
So ya, 5500% looks good as percentage.”
Pragnesh’s portfolio (04-09-2022)
Added Ion exchange
Ion exchange aug 2022 concall
Tips Industries Limited – Ready to RACE ahead! (04-09-2022)
The main concern was their films business which is now being demerged. Has the company hinted anywhere that they will stop the related party loans to the films division post demerger? I feel the demerger won’t bring much value to the table unless they stop funding the films business. Can anyone please guide?
Glenmark Life Sciences (04-09-2022)
Indeed. But that was very much known since the company began life as the in-house API manufacturing arm for Glenmark. However, the %age of sales to the parent has been consistently coming down over the past 4 quarters. It is the -ve perception of “related party transactions” that is resulting in the current mis-pricing of the stock.
D: Biased. Invested