“When you look into the investment in this country and the investment plan through 2025, we are talking about Rs 5,000 crore and that compares to Rs 8,000 crore over the last 60 years when we started manufacturing in this country,” - Global CEO Mark Schneider
Posts in category Value Pickr
Cosmo Films – Diffentiated player in commodity business (23-09-2022)
6 stores are now operational in NCR. 5 delhi and 1 Gurgaon.
- FY23 projection at 15 stores.
- when will they hit other geographies? NCR can potentially accommodate 15.
Rollout still slow for my liking. Few other companies are funded and working in this area. VC’s scale up funding very fast if things are going well. The current adverse climate for funding, however, does give additional breathing space.
StageInvesting +Elliot Waves (23-09-2022)
there was no one volunteering to venture out here and I am sure that this forum is awash with deep tech expertise…come on…the bottom seems to have caved in Dow/Nasdaq and yes…nifty has shown strong divergence but for how long? In the absence of @Stageinvesting, can others with this expertise step in please?
StageInvesting +Elliot Waves (23-09-2022)
Hi
Do you have any other channel or place where the long term or short term outlook as per the technical outlook and wave theory? DJI seems at an important 200WMA. Learned members outlook will be very helpful.
US based NRI’s – How do you guys invest in equity now? (23-09-2022)
Hi I also invest throught NRI account and yesbank.
I was with finvasia earlier which has 0 beokerage but becasue they were running in losses in this segment i moved to zerodha.
Now zerodha has tie up with only 5 banks and i have been a customer of 4 banks out of that induind,axis,idfc,yesbank
When you have an NRI PIS accout you need not treansfer money to trading account. At the end of the day the banks shares PIS balance to broker and money gets updated in broker account.
If you have NRO PIS in that case you need to transfer money to trading account which get updated immediately if it is an RTGS. You can call your releation ship manager and ehnance your limit form maximum daliy limit of 10lakhs to whatever you want.
AXIS banm should be out of discussion for you becasue interest rate is extremely low. So you need tk understand that you earn interest on cash in PIS account. So idfc and indusind are good option but if you ask me my experiencd with yesbank is the best.
I still hold NRI account with idfc but my dealing with them is pretty low so i cannot comment on them.
US based NRI’s – How do you guys invest in equity now? (23-09-2022)
Hi I also invest throught NRI account and yesbank.
I was with finvasia earlier which has 0 beokerage but becasue they were running in losses in this segment i moved to zerodha.
Now zerodha has tie up with only 5 banks and i have been a customer of 4 banks out of that induind,axis,idfc,yesbank
When you have an NRI PIS accout you need not treansfer money to trading account. At the end of the day the banks shares PIS balance to broker and money gets updated in broker account.
If you have NRO PIS in that case you need to transfer money to trading account which get updated immediately if it is an RTGS. You can call your releation ship manager and ehnance your limit form maximum daliy limit of 10lakhs to whatever you want.
AXIS banm should be out of discussion for you becasue interest rate is extremely low. So you need tk understand that you earn interest on cash in PIS account. So idfc and indusind are good option but if you ask me my experiencd with yesbank is the best.
I still hold NRI account with idfc but my dealing with them is pretty low so i cannot comment on them.
Hitesh portfolio (23-09-2022)
Hitesh bhai,
When you take a high conviction bet on a sector, in that case how do you then usually exit the sector as things are playing out as anticipated?
If I take the example of pharma in the past or auto currently - is your exit always clearly dictated by adjust trailing stop losses or you take counter sectoral view to book profits in peak optimism as well?
How do you think in that context the story looks like for the auto sector currently?
Thanks
Hitesh portfolio (23-09-2022)
Hitesh bhai,
When you take a high conviction bet on a sector, in that case how do you then usually exit the sector as things are playing out as anticipated?
If I take the example of pharma in the past or auto currently - is your exit always clearly dictated by adjust trailing stop losses or you take counter sectoral view to book profits in peak optimism as well?
How do you think in that context the story looks like for the auto sector currently?
Thanks
Beta Drugs Limited (23-09-2022)
@manpritaurora
With only 2- 3 people in R&D, how are they having somany number 1 one brands and also able to make NDS like oral azacitidine and difficult to make products like albumin bound paclitaxel ? Doesnt add up.
But on the other hand, doing CRO for other oncology companies like Intaas, shilpa, Natco etc do give some comfort regarding their capablities and stated numbers.
Would be helpful if you can summarize any new insights gained post AGM.