sir any specific reason of motilal oswal fund ???
Posts in category All News
SEBI mulls expanding scope of unpublished price-sensitive information (10-11-2024)
The proposed changes to SEBI’s definition of UPSI are aimed at increasing regulatory clarity and consistency
Buy Unlisted Shares (10-11-2024)
In NSE, while the revenue/PAT degrowth after new regulations is anyone’s guess. What keeps the price up in the unlisted, is the impeding valuation it will fetch once it lists. The price discovery aspect which will come in listed market kind of cancels out the negatives of the degrowth in nos. I think. Let’s see how it plays out.
Tips Industries Limited – Ready to RACE ahead! (10-11-2024)
I have taken an exit PE of 40 at FY34, when net profit is 710 Cr, making Tips valuation at 28500 Cr at the end of FY34. – This means a 2.7X from here in 10 years.
Difficult to comment on exit PE over a much longer duration for a music label like Tips. How relevant would their music library be at that time? Typically, exit PE depends on the company’s ability to grow after that point.
But if you assume the same exit PE, It is a 5X opportunity in 15 years.
Buy Unlisted Shares (10-11-2024)
Thank you Raj ji for taking time and sharing your perspective. I was caught up in two minds, for small time investors the dilemma is about booking profits and wait for NSE to come down which is a certainty considering SEBI amendments with the only question being timing of doing this Vs evaluating the IPO craze for it and few forward looking statements of how the impact would be recovered in Gift or commodity trades cushioning the fall. From a long term perspective, house would always win ( BSE, NSE, CDSL, NDSL) and are steady compounders.
Sebi looks to expand scope of unpublished price-sensitive information (10-11-2024)
To enhance transparency in market disclosures, Sebi is looking to broaden the scope of Unpublished Price Sensitive Information (UPSI) by including proposed fundraising activities, restructuring plans, and one-time bank settlements.
In its consultation paper, Sebi has proposed that only agreements, including shareholder, joint venture and family settlement, that affect the management and control of the firm and are known to the firm should be considered price-sensitive and included in the illustrative list of events under the definition of UPSI.
Additionally, key developments in corporate insolvency proceedings, such as initiation or approval of resolution plans by the tribunal, should be disclosed as potentially price-sensitive.
If a forensic audit is launched or concluded for issues like fund misappropriation or financial misstatements, it should be disclosed as price-sensitive.
The proposed changes to Sebi’s definition of UPSI are aimed at increasing regulatory clarity and …
Ahead of Market: 10 things that will decide stock action on Monday (10-11-2024)
Indian markets ended in the red due to weak corporate earnings and foreign outflows. Nifty faces consolidation, with bullish momentum in some stocks like Indian Hotels and Page Industries.
Microcap momentum portfolio (10-11-2024)
Have you also thought about possibility of 20 stocks from nifty 500 universe.? What are your inputs here.?