Thanks a lot for this,
Which website you have used to come up to this snapshot / number ?
Posts in category Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (20-08-2024)
Screener Specter – Companion for screener.in (20-08-2024)
it would be better the ratios and score is based on sector instead overview because all of it already screener is providing
Poonawalla Fincorp formerly Magma Fincorp (20-08-2024)
In my view fall in stock price could be due to one or more of the following factors:
1- Technical- If you look at stock price movement over the last 3 years, it tends to correct 20-25% after making new ath. This time around, the correction has been the steepest at 30%.
2- Insider selling- Heavy insiders exits in the last 2-3 years have been an overhang which has been disrupting stock price momentum so there might have been anticipatory profit booking after the last rally.
3- Valuations- Before Q1 results, stock was trading at almost 5 times books which might have also contributed to the correction.
4- RBI action- Credit squeeze created by RBI has created some uncertainty over NBFC’s earnings.
TV Today- Value Migration (20-08-2024)
Company has achieved a great quarter due to elections, looks at a sweet spot.
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (20-08-2024)
The investors nowadays have very little attention span, this is 1st reply posted on the thread, on 24th June, but still some are reposting it, don’t know why?
Sanghvi Movers (20-08-2024)
Suzlon Q1 call is a good read. Company expects pan India installations of 5 GW in FY 25.
Also elaborates execution issues:
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Availability of Land (particularly in Karnataka conversion from agri to non agri is cumbersome).
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Connectivity issues (delay in substations coming up)
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Third party BOP capacity build up still happening. Sanghvi should benefit here if they develop a reputation for good service and timely execution. There is a shortage of supply of reliable contractors here.
Sandeep Kamath Portfolio | Momentum Investing (20-08-2024)
No changes to the portfolio so not much to update. Went through some turbulence triggered by Japan and of late, some of the PSUs have given up gains from its highs. No exit signals though and hence portfolio stays as it is.
Portfolio start date → Jan 23, 2024
Total returns → 41.97%
P.S. → Actual returns would be a little more than 41.97% since the portfolio does not yet include Raymond Lifestyle that is yet to be listed.
Deepak Fertilizers and Petrochemicals (20-08-2024)
Hello All,
I checked the following information on the topic above.
//Snippet from web starts//
What is the limit of remuneration to directors?
The overall limit on remuneration or salary payable to all managing directors or whole-time directors, collectively, is capped at a maximum of 11% of the net profits of the company.12 Feb 2024
//Snippet from web ends//
As per this guideline, Deepak Nitrite is not in violation of Corporate Governance topics.
I checked Annual Report of 2022 and 2023. Both figures seem to be in accordance to the policy above i.e. within 11% of NET profits.
Mazagon Dock: aptly called “Ship Builder to the Nation” (20-08-2024)
Drone Destination and Rattanindia Entrprises. Because they appeared cheaper.