Decide after Q2 results. They will come in before the buyback tendering probably starts and definitely before it ends. In most likelyhood you would want to tender. Whether you backfill it from market or not will be an easier call to make then.
Posts in category Value Pickr
Screener.in: The destination for Intelligent Screening & Reporting in India (18-09-2022)
Thanks a ton …i missed seeing it …Much appreciated !
Screener.in: The destination for Intelligent Screening & Reporting in India (18-09-2022)
Thanks a ton …i missed seeing it …Much appreciated !
CDSL – Stock for our children (18-09-2022)
listen to the analyst meeting recording, in that the answer is given if I remember correctly following are charges
- Yearly Fixed charges from each corporation with CDSL, these are listing fee
- CDSL cannot increase on its own. They have to take delegation to SEBI (?). So both NSDL/CDSL should do representation. Then regulatory body take decision to increase the cost
- Each demat account charges per year, not much but recurring revenue
- Corporates can choose CDSL or NSDL there is no competitive advantage, its up to them what they choose. This means CDSL cannot guarantee/influence(at least legally/officially) corporation to choose itself as DP
So we can be fairly sure that the major income is from
– yearly listing fee from corporates
– DMAT charges once a year
Both are regulated and a delegation need to be involved to change it.
How can CDSL increase its revenue
– get more customers
– get fees hiked.
recently there were proposal for below which can increase revenue of CDSL/NSDL which include
– DMATting of the private firms(the start ups and all private firms in India) . This is not realized yet.
– DMATting all insurance policies → This is materialized, but as per recent they choose “DigiLocker” solution by the govt. This is major revenue loss for the CDSL/NSDLs. Possibly due to govt has done lots of insurances using govt policies, So they want to keep it as less expensive as possible.
Edited: for spell mistakes
CDSL – Stock for our children (18-09-2022)
listen to the analyst meeting recording, in that the answer is given if I remember correctly following are charges
- Yearly Fixed charges from each corporation with CDSL, these are listing fee
- CDSL cannot increase on its own. They have to take delegation to SEBI (?). So both NSDL/CDSL should do representation. Then regulatory body take decision to increase the cost
- Each demat account charges per year, not much but recurring revenue
- Corporates can choose CDSL or NSDL there is no competitive advantage, its up to them what they choose. This means CDSL cannot guarantee/influence(at least legally/officially) corporation to choose itself as DP
So we can be fairly sure that the major income is from
– yearly listing fee from corporates
– DMAT charges once a year
Both are regulated and a delegation need to be involved to change it.
How can CDSL increase its revenue
– get more customers
– get fees hiked.
recently there were proposal for below which can increase revenue of CDSL/NSDL which include
– DMATting of the private firms(the start ups and all private firms in India) . This is not realized yet.
– DMATting all insurance policies → This is materialized, but as per recent they choose “DigiLocker” solution by the govt. This is major revenue loss for the CDSL/NSDLs. Possibly due to govt has done lots of insurances using govt policies, So they want to keep it as less expensive as possible.
Edited: for spell mistakes
Screener.in: The destination for Intelligent Screening & Reporting in India (18-09-2022)
Gross Block is readily available under Fixed Assets in the Balance Sheet, it is available for each year as with every other component.
Screener.in: The destination for Intelligent Screening & Reporting in India (18-09-2022)
Gross Block is readily available under Fixed Assets in the Balance Sheet, it is available for each year as with every other component.
Screener.in: The destination for Intelligent Screening & Reporting in India (18-09-2022)
Hello, Can anybody share how to calculate Gross Block in Screener.in …as what we have in Screener.in is Net Block under Fixed asset hence I am wondering if there is an easy way to calculate Quickly the gross block ? or we have to every-time open the Annual report for a particular Year if we want to know the Gross Block of that Year ?
Thanks in advance
Screener.in: The destination for Intelligent Screening & Reporting in India (18-09-2022)
Hello, Can anybody share how to calculate Gross Block in Screener.in …as what we have in Screener.in is Net Block under Fixed asset hence I am wondering if there is an easy way to calculate Quickly the gross block ? or we have to every-time open the Annual report for a particular Year if we want to know the Gross Block of that Year ?
Thanks in advance
Puneeth’s Portfolio(Growing Alpha) (18-09-2022)
A minor update here.
Markets have favored smallcap momentum over the past couple of weeks.
My PF | CNXSMCALLCAP | NIFTY50 |
---|---|---|
18.96% | -17.19% | -5.68% |
pf performance from OCT 20th 2021 is as follows -
Portfolio -
Companies | Weightage | Cost | Gain% |
---|---|---|---|
Krsnaa | 34% | 605.3 | -18.2% |
Cash | 77.2% | N/A | |
Sandhar | 4.2% | 232 | 2.58% |
BDL | 10.5% | 895 | 3% |
Numbers will add up to >100% as booked profits of the year is not considered as capital employed.
On friday most of my SLs got hit leading to a balooned cash position. Market is at an interesting juncture, friday may have been a reversal signal to a bearish market or we may have short term bounce. Instead of paying attention to broad market I will pay more attention to individual stocks and see how they’re setting up. Nothing new in terms of process.