Posts in category Value Pickr
Tips Industries Limited – Ready to RACE ahead! (02-08-2022)
25 cr deal amout is in public domain. Google…
BTW it was even mentioned in the Q1 earnings call
IDFC First Bank Limited (02-08-2022)
(post deleted by author)
Deepak Nitrite (02-08-2022)
They have mentioned it…
Tips Industries Limited – Ready to RACE ahead! (02-08-2022)
How did you arrive at the 25 cr. amt.?
What type of businesses will not make money ? Socialist businesses in a country…..My learnings (02-08-2022)
What do you mean by silent cash machines? Can you give any examples?
If a company has very good margins, and is increasing sales, that business is bound to attract competition, sometimes the market becomes bigger and all the incumbents and new entrants will be profitable, otherwise the incumbent will not post the same margins. So, a company may post very good numbers QoQ for a couple of years, it gets tracked by analysts, or sometimes a MF manager who looks for such companies initiates a position and that company is not silent anymore.
Or silent means, the company is well known but not in limelight frequently, does its business, keep posting good numbers, grows?
Just asking.
IDFC First Bank Limited (02-08-2022)
The bank is growing housing loan book rapidly. The highest growth came from the housing loan book if I’m not mistaken. That’s a secured portfolio and the alpha to the nim will be provided by unsecured personal loans . It’s like running on knife edge but they have to do it to get into the big league.
Hitesh portfolio (02-08-2022)
Thanks hitesh bhai for the reply. How do you see the recent results and price action in IDFC FIRST BANK?. Have they arrived ?
Deepak Nitrite (02-08-2022)
May be companies are ready to show conservative accounting but analysts and Investors dont take it gladly and promoters dont want to disappoint them.
ICICI Lombard – Quality franchise in under penetrated industry (02-08-2022)
also average premium for age 35 with wife and 2 kids …family floater, the premium is around 25,000…which is quite considerable and worth pursuing for product