It’s not that it has decreased; it’s related to FII. Additionally, comparing Vodafone Idea with Yes Bank is not accurate.
Yes Bank is different; it has a TTM profit of ₹1,455 crore and a YoY profit of ₹1,285 crore. Its ROCE is over 5%.
On the other hand, Vodafone Idea is a consistently loss-making company with a negative ROCE, among other issues.
Question on LTCG / STCG:
Assume I have 100 shares of TCS, purchased in Yr 2020 (Long term) – never sold in 4 yrs.
In same demate account, suppose I had purchased 10 share a week ago (So I have 110 shares) and had sold 10 today, say with gain of 2%.
In account this 10 share is considered LTCG – mean to say 10 will deduct from the 100 older share or 10 will deduct from new purchase of 10 and considered as STCG?
Hope am clear in my question. Thanks.
@Hemant_Kumar2 Sir, any thoughts on Aarti Surfactants?? It is a demerged company of Aarti Industries, listed in 2020 as a result of the demerger of the home and personal care division of Aarti Industries ltd. Aarti Surfactants produces surfactants that use in consumer-centric personal care and home care products, skin care, oral care, hair care, cosmetics, toiletries, detergent etc. The company is a preferred supplier to welll known MNC brands in India. The stock price didn’t move much since last couple of years (may be due to tough time for chemical sector in last 12-18 months) however, they are gradually expanding its production capabilities. The promotor group is same and they are well experienced in the business.
Aurionpro Secures Landmark Order from One of India’s Largest Municipal Corporations
This landmark project will involve the installation of advanced surveillance
and smart city technologies, transforming the city’s safety and security infrastructure. The
scope of the project includes the establishment of Data Centers, a state-of-the-art Control
Command Center, and Video Analytics capabilities to enable real-time monitoring and faster
response times. Additionally, cutting-edge AI-powered technologies such as Facial Recognition
systems, an IP-based Public Announcement system, Automatic Number Plate Recognition
(ANPR), and an e-Challan mechanism will be integrated, providing a robust framework for crime
prevention, with a special focus on enhancing security measures for women.
The contract is a five-year deal valued at over INR 200 crores. The initial phase of project
implementation will be executed over the next 12 months, followed by a long-term
maintenance and support phase.
AurionPro is now a proxy to the smart city theme as well, this is a sunrise sector. The split of how much for implementation and maintenance is not mentioned in the release. Keeping a 40Cr per year makes it contribute around 5 percent to the current topline.
where did you find the investor presentation?
What a investor presentation from Kitex
Hope they deliver. Looks like a multi year Multibagger opportunity
DII holding has come down
Yes Bank will go the Vodafone way !!!
A good writeup about the business,