Posts in category All News
Tejas Networks reports consolidated net profit of Rs 77.48 crore in the June 2024 quarter (20-07-2024)
Integra Essentia consolidated net profit rises 107.63% in the June 2024 quarter (20-07-2024)
Natco Pharma: Focusing On Complex Products (20-07-2024)
As mentioned in concall, company is looking for acquisition in RoW as India is expensive. IF it does not materialize for long time, buy back may be considered.
D: Invested
Natco Pharma: Focusing On Complex Products (20-07-2024)
Three points is important and track properly as per my understanding
- FoF of the new products, (Check product type Niche segment or normal)
- RoW and Geographical expansion
- Acquistion of the new business (they are sitting on ~ 2000 Cr cash surplus and don’t want to buyback)
Waiting for Q1 Result and management commentary !!
MapMyIndia – The Map Company (19-07-2024)
Three points -
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ola maps is using open streetmaps vs developing their own maps solution. I dont think it will be scalable or will have adoption
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Google maps pricing might have a v minor affect as google maps cant be used for commercial purpose
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Selling stake of around 1% doesnt meaning anything is fishy. Promoters stake is > 51%. And 1% was sold for philanthropy.
25 Million Watched Trump’s Speech at the R.N.C. on Thursday (19-07-2024)
Tech Outage Brings a Snow Day in July for Corporate Workers (19-07-2024)
Bulk Deals Bi-Weekly Log (19-07-2024)
Hey Kalyan, just check the bulk deal data. Once you know their names, you’ll know where they turn up.
HDFC Bank- we understand your world (19-07-2024)
Indeed, these are high quality subsidaries that should grow at a PAT >15%. Currently, these contribute to about 5000Cr of the 68000 Cr PAT of HDFC (about 8%).
For sure, you cant buy earnings of this quality at a PE of 20 in the open market which is what HDFC sells for now.
A light weight valuation of HDFC below. One should certainly make more than 10% going forward. Can be closer to 15% I think.