https://www.google.com/amp/s/www.financialexpress.com/money/cashback-sbi-card-launched-check-features-benefits-renewal-fee/2651924/lite/
SBI cash back card launched by the SBI cards and payment services.
Posts in category Value Pickr
SBI Cards & Payment Services Limited (01-09-2022)
Aditya Birla Capital – A complete Financial Inclusion (01-09-2022)
Good article on upcoming changes under the new CEO (paywall). As I speculated when she was appointed, it was a matter of time before the old boys club of Ajay Srinivasan began to be fired. According to this article, 4 top execs in subsidiaries including Balasubramanian (Mutual fund) and Rakesh Singh (NBFC) will be replaced at the end of their current tenure.
D - Invested
Hitesh portfolio (01-09-2022)
What is your take on Manaksia ltd?it is trading at 3 pe and about 4 percent dividend yield.It is basically a net net according to graham .The reason i am interested is that their profits have tripled from last year and i expect a increase in dividend payout which will be probably announced by next month board meeting.Also they are at peak promoter holdingat 75 percent.
I am invested in it because it is a netnet with more investments than market cap.
52 week highs and all time highs strategy (01-09-2022)
laggard in paper sector due to debt/pledging ?.. new all time high…
started doing cancall…
switched to new tax regime…
one time write off due to new tax regime…
low taxes next year…
paper prices high demand due to new text books NEP demadn set to go higer…
huge jump in roce…expected…
invested: lower levels
Quant Investing (01-09-2022)
Basu bhai, If non-proprietary filters you mentioned are already established and backtested, is there any need left for the historical data for the rest of us?
This is purely an academic question, and I understand that response to it cannot be taken at face value to start investing from tomorrow. I am curious on the value of historical data for weekend investors like me, who just want to do small quant based experiments using regular screeners.
Easy Trip Planners (Easemytrip) – An outlier in OTA (01-09-2022)
I don’t know about the share price but the intent to invest and focus more on Bus/Hotels/Travel makes sense to me.
Green Hydrogen- The ultimate Green Fuel- Indian companies that are leading the Green revolution in India! (01-09-2022)
A good read about Adani Green.
Easy Trip Planners (Easemytrip) – An outlier in OTA (01-09-2022)
there are no tailwinds left in domestic air. the share will reduce from here on, not increase.
Demergers on the radar (01-09-2022)
Kamdhenu can be an interesting company.Indigo paints is valued at 7 times sales.It has sales of 950 crores.Even the loss making shalimar paints is at 3 times sales.Kamdhenu has around 220 crores sales.If their expansion plans to make it a 1000 crore company by 2026 works out it could fetch something similar to indigo .Also they have the steel business too.Lot depends on demand for paint.
Either ways demergers tend to unlock value.
Disclosure: Invested