From the Q1FY23 results, can someone please explain me the following:
Looking at their presentation, the Net Toll Collection number is: 287 Crs. Now when I look at their NDCF working the net cash inflow at the trust level has been shown only as 159.4 Crs.
How is this supposed to be read? I am not sure I understand the difference here. Any help will be appreciated. Thank you.
On considering all the sources of risk, I concur with Amit’s (@jamit05) opinion.
Among all the sources of risk for an equity investor, some need to be addressed at the portfolio level and the rest at the individual position level:
Below ones shall be planned at the portfolio level:
Below ones shall be planned at the individual position level:
@valuestudent: Sorry I barged into your thread. DM me in case I need to paint it white.
Interesting discussion…it’s always good to aim higher…I have read your views and in various threads and like them…could you direct if you have a portfolio thread? Would really like to know which kind of businesses you target to get this kind of return consistently maintaining proper risk management as well…also what percentage of your networth you put at risk to get 25% or higher returns?
Btw interestingly the same stocks you mention going fwd cannot give required returns of 15%+…the ones which @Divyanshu_Bagga mentioned aka Asian paints, dmart etc. Gave 30-35% + returns over incremental capital deployed over just last 3 months or so…not saying this can be repeated consistently but just a perspective…
Hitesh Bhai good show from M&M
@hitesh2710 Sir, any specific reason for your exit from Schaeffler India…
Also Sir, your views on Affle India & RACL Geartech for long term…
No sir. Cannot settle for any kind of gains, in the name of safety. 20 to 25% kind of returns is a must. Might even take more risk, in terms of volatility.
How are these people selling in market? Why are their shares not locked for 6months from the time of IPO?
Mr. Venkatraman Srinivasan was the MD and CEO of 3i Infotech Ltd. They binged on foreign currency convertible bonds to make several acquisitions in the services space and failed to integrate the acqusitions and couldn’t pay off its creditors. Assets were disposed off and the shares were dumped on public.
eMudhra was originally incorporated as ‘3i Infotech Consumer Services Limited,’ as a wholly owned subsidiary of 3i Infotech Limited. Pursuant to an acquisition by Indus Innovest Technologies Private Limited, the name was changed to ‘eMudhra Consumer Services Limited’. The name was further changed to ‘eMudhra Limited’ on October 21, 2014.
MD and CEO is the same person as 3i Infotech. All KMPs have started selling and exiting. It may have the same fate as 3i Infotech.
https://archives.nseindia.com/annual_reports/AR_3IINFOTECH_2009_2010_05102010120000.zip
I guess nocil is getting inventory gain, as the stocking was visible during feb & march , then commodities sudden rise while they were immune to that, may be silent on China side due to covid & stock pile of inventory give them a good topline gain in the past 2 qtr, Sunshine is coming with more volume that may dump in USA/EU/Asia pacific so headwind is visible in my opinion,
Disc:- invested
I think they said it will go on stream in Q3 but ramp up will take some more time. Will reconfirm once transcript is available.
Sir Originally there was ADD on import of PTFE both from China and Russia. But from 22.10.2021, it is removed insofar as Russia is concerned. It continues to remain for China.
csadd62-2021.pdf (286.0 KB)