Is anyone tracking the demerger of Revathi Equipment Ltd?
Posts in category Value Pickr
Omkar’s Portfolio Analysis and Discussion (17-09-2022)
Hi mudit - yes, even I believe its a noise. This kind of risk can only be taken care via portfolio diversification. Example was just to compare business model of ajanta pharma vs abbott. If the mentioned risk actually happens Ajanta can handle it better than abbott. Or for that matter any regulatory risk specific to India, generics was just example
Omkar’s Portfolio Analysis and Discussion (17-09-2022)
Hi - thanks for pointing out. I havent done much work there. What i have observed, i create these mental frameworks but then i tend to give some leeways as everything is not black or white. These frameworks become guiding principals than business checklist.At this stage my opinion is - i am ready to ignore this
DHP India Ltd – Regulators and Fittings (17-09-2022)
Seeing the scale of LNG imports that Europe will be embracing to offset the shortage in natural gas, existing FSRU facilities may grossly be insufficient to handle the volume resulting in feeding to nearest onshore regassification facilities from ports. This still would result in transporting LNG to those plants and increase demand for company’s products.
However, LNG’s application being so wide and robust in other places in the world, there may be new opportunities for increased storage and distribution methods deployed in European countries which will open up more avenues company’s products.
Looking at consistent price action in the stock over last 3 months, it seems market is reading more than what we all understand out of the developments happening in LNG market.
Without any sort of communication from the company management, these speculative price actions are only going to get worse.
IRB INVIT TRUST- new game in the town! (17-09-2022)
Thanks. The article in Mint is helpful.
The Anup Engineering Ltd – Can it scale up? (17-09-2022)
Mostly internal accruals, little debt be taken to keep bankers interested and benefit of rates. This apart from the regular working capital requirements. Khedha land has already been bought and is 3-4x the size of Odhav.
Usha Martin – Coming out of the Chaos (17-09-2022)
Yes has held and respected the weekly 30ma very well.
Usha Martin – Coming out of the Chaos (17-09-2022)
Yes has held and respected the weekly 30ma very well.
Vernon’s portfolio – a mix of coffee can and opportunistic investing (17-09-2022)
Portfolio update
Entered a tracking position in Suven Pharma and Route Mobile
Exited Escorts (60% return over 2 yrs) and reduced Bajaj Finserv as part of rebalancing.
Rate hikes likely to continue over the next 4-6 months hence planning to reduce allocation to rate sensitive sectors