EPR is really bugging investors. Without it also company seems confident about margins and expansions. So I’ll buy the dip I guess.
Posts in category All News
Midcap Momentum Portfolio (19-11-2024)
thanks @visuarchie.
May I request you to add a short one line comment on why a stock is exited or entered. this will help us to understand the process better. If possible, kindly incorporate. Thanks!
Crypto Gems: Top crypto assets to watch & buy in November 2024 (19-11-2024)
October saw a 10% Bitcoin rally, fueled by the US election and Fed rate cuts. Bitcoin is now trading above $91,000, and the overall crypto market cap has exceeded $3 trillion. Ethereum and Solana are promising Layer 1s with potential for significant returns. ETH is at a value buy point, and SOL is poised for growth. However, crypto investments involve high risk and require careful research.
LTIMindtree rises on extending pact with Nexi group (19-11-2024)
LTIMindtree added 1.16% to Rs 5,905.15 after the company announced a contract extension with Nexi group, a leading European PayTech provider.
PSP Projects – Construction Company (19-11-2024)
Nothing from the respective companies yet. Please mention rumors as rumors instead of declaring as facts.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (19-11-2024)
According to screener notes management expecting GNPA to stabilize around 3-3.5% which is around 50% higher than current NPAs…
Is screener notes showing right details? Did management provided such guidance?
Honasa Consumer Ltd leads losers in ‘B’ group (19-11-2024)
Maximus International Ltd, Medico Remedies Ltd, Astron Paper & Board Mill Ltd and Taylormade Renewables Ltd are among the other losers in the BSE’s ‘B’ group today, 19 November 2024.
Glenmark – Will Innovation Pay? (19-11-2024)
Glenmark has cultivated inlicensing ( also outlicensing) into a strength where they target therapy and geography where they are weak and inlicense products to close the gaps…they did it in Europe with several respiratory assets followed by deals with Pfizer, beigene,cosmo etc
For me the standout point in the conall was isb 2001, being described as transformational, once in a lifetime opportunity etc…
ISB 2001 outlicen will reduce R&D spend by 60 mn USD pa apart from future payoff
This auto component maker’s stock jumped 8%; what is boosting the rally? (19-11-2024)
The rise in Sterling Tools share price came after the company revealed that it has been awarded the long-term rating of [ICRA]AA- (Positive)
A third of iPhone output to be India-made (19-11-2024)
Apple and its vendors are aiming to assemble 32 per cent of iPhone’s global production volume and 26 per cent of its value in India by 2026-27 -a year after the final year of the five-year production-linked incentive (PLI) scheme for mobile devices. This could translate into a production value of over $34 billion, assuming global iPhone sales remain consistent with 2023-24 (FY24) levels. The estimates are based on discussions between Apple Inc and its vendors, along with central and state governments, regarding the assembly of products in India, according to sources.