Posts in category All News
Midhun’s Investment journey and Space to organize investment ideas (20-11-2024)
Looks good portfolio Midhun…
Can we know your rational behind taking position in Cyient DLM despite it’s very high valuations.
Regards.
Great articles to read on the web (20-11-2024)
This looks interesting.
If Small Caps and Unlisted Small companies are growing at 25% or so, they must be also contributing more in Tax Collections i.e. Income Tax, GST. May be, it might be a good idea to look for more details in this area. That would certainly throw more light on this.
At the same time, we should able to see many small caps becoming mid caps since those are growing much faster. Though only 150 companies are classified as Midcaps, we can check whether more small caps are crossing 20,000 Cr market cap in the past few years and if this trend can continue.
Overall, this also says a lot that, lot of small founders must be recruiting employees for their small organizations than large organizations and this trend might be visible in EPFO additions as well.
These are just initial thoughts from my side.
Brokerages tweak model portfolios on lackluster Q2 earnings, list top stocks to buy (20-11-2024)
Motilal’s top large-cap picks include HDFC Bank, Bharti Airtel, ICICI Bank, State Bank of India (SBI), HCL Technologies, Larsen & Toubro (L&T), Mahindra & Mahindra (M&M), Power Grid Corporation, Titan Company, Trent, and Mankind Pharma
“Polyplex Corporation “ Are Good Days Ahead? (20-11-2024)
Thank you for that video, eye opener!
IDFC First Bank Limited (20-11-2024)
Now that we have the quantum of exposure i will revisit the conversation
Is my assumption correct that if Fusion microfinance survives due to its rights issue than it has to payback the loans to SBI and idfc first.
Post successful rights issue the risk should move away from P&L of the lenders atleast and what happens with fusion stays with fusion.
Than we can say it is low risk.
Otherwise what are the other cases.
Can they ask banks to take a haircut.
If so
how much more NPA can idfc can have, maybe like 100 crores max for 343 crore loan.
100/150 crore provisioning i guess should be ok ( I am taking the liberty to consider that last quarter provisioning got nullified by the 600 cash added in books).