He (the guy he hired) interviewed as many stakeholders in AMEX as he could and presented the evidence (“foot high stack of papers”). That’s the effort, whether hired or not. don’t know what you were expecting lol
Posts in category All News
RattanIndia enters stationery market with new brand Neomate (11-11-2024)
The product line includes desk organizers, reusable whiteboard stickers, dual-tip markers with triangular grips, and acrylic paint markers available in 12 and 24 color sets
Advanced Enzyme Technologies slips 12% on disappointing Q2 results (11-11-2024)
The specialty biotech company’s Ebitda declined 17 per cent annually to Rs 42 crore, while margins contracted 346 bps to 29 per cent during the quarter
Screener.in: The destination for Intelligent Screening & Reporting in India (11-11-2024)
Yes, we have added it to our to-do list
Screener.in: The destination for Intelligent Screening & Reporting in India (11-11-2024)
Hi, @Ninad_Divekar As you have pointed out, most of the SME companies publish their results on a half-yearly basis.
We have also acknowledged the issue. We will try to work on improvising the screening filter for SME companies in the coming days.
KIMS Hospitals’ gains as Q2 PAT climbs 9% YoY; ARPOB at Rs 38,263 (11-11-2024)
Krishna Institute of Medical Sciences (KIMS) rallied 4.22% to Rs 594.25 after the company reported 9.23% increase in consolidated net profit to Rs 72.2 crore on 14.9% rise in revenue from operations to Rs 363.3 crore in Q2 FY25 over Q2 FY24.
Trent — A value unlocking story from the house of TATA (11-11-2024)
Trent was and is definitely over valued if you look with a lens of Q2 earnings. I did cut some and added those stocks where growth is more than Trent, but those are a short term play and done to reduce my portfolio allocation in Trent which crossed 75%. Trent is now a clearcut market leader and is a long term story. Yes valuations are high and has even crossed market cap of H&M which is less than 2 lakh crores. The Global store count of H&M is 4369 and P/B is 5.99 in contrast Trent has less than 1000 stores and P/B is now reduced to below 50 levels. Even smaller Indian retailers are available at premium for example V2 retails is at 100 PE and 15-16 time P/B. Shopper stop is at P/B of approx. 27 Red tape P/B is near 20. Overall fashion retail space is overvalued, so is Trent. My plan is to add more if price goes down to 4000-5000 range even if my allocation goes up.
Disc: Still my largest holding so very biased, bought at very low price. Not a buy/sell recommendation. I am not capable of giving any advice. Views are based on my very limited knowledge. Many a times I was & I can be wrong in all my assessments.
Bengal bypolls: TMC claims EC gave appointment to hear grievances just before campaign ends (11-11-2024)
The Trinamool Congress expressed dismay over a delayed meeting with the Election Commission regarding concerns about central forces’ alleged misconduct and BJP’s derogatory remarks during the West Bengal bypoll campaign.