Matrimony.com dropped 8.74% to Rs 750.10 after the company reported muted Q2FY25 earnings.
Posts in category All News
Granules India Andhra Pradesh facility gets EIR from USFDA (08-11-2024)
Granules India announced that it has received an establishment inspection report (EIR) from the U.S. Food and Drug Administration (USFDA) for its Unit V facility located at Jawaharlal Nehru Pharma City (JNPC), Anakapalli, Andhra Pradesh.
BJP MP Tejasvi Surya, editors of Kannada news portals booked for allegedly spreading fake news (08-11-2024)
BJP MP Tejasvi Surya and Kannada news portals face legal action for allegedly spreading misinformation about a farmer’s suicide. Surya linked the death to land disputes with the Waqf Board, a claim refuted by police who cited loan and crop loss as the cause. Surya later deleted his social media post based on the news reports.
Tatva Chintan – A catalyst for growth (08-11-2024)
Only insiders know if it’s good for “NOW”. I am no god or insider. I am simply looking for more information about things turning around for this company.
One recent revival optionality can be Trump focussing on infrastructure and oil (as specified in his manifesto). This can be a good news for their SDA division. I am awaiting management commentary on this in their next concall.
Thinking probabilities. nothing else. Only the future will tell if it was “Wrong” or it was “Too early” or “Too late”
Au Small Fin Bank 2.71% as Sensex (08-11-2024)
The stock traded at a P/E multiple of 23.91, while the price-to-book value ratio stood at 0.00.
Buy Unlisted Shares (08-11-2024)
I have accumulated lots of Pharmeasy in the hope of a turn-around.
Swiggy GMP near zero as IPO gets fully subscribed, hinting at flat-to-negative listing (08-11-2024)
Swiggy’s IPO saw a lukewarm response on its final day, with the grey market premium plummeting to near zero. The muted demand, particularly from retail investors, is attributed to concerns over the company’s profitability and a lackluster market sentiment. While Swiggy aims to leverage the IPO proceeds for expansion and technology upgrades, analysts remain cautious about its path to profitability.
Arman Financial Services Ltd (08-11-2024)
Creditacess gramin has customers having loans from 4 plus lenders at 12 % of the book as of Q2 concall. GNPA NNPA as of Q2 is 2.4 & 1.4 leverage is 2.74
Now coming to Arman it has 1.8 times leverage. as of Q1 nil customers who have taken loans from 4+ institutions. Gnpa nnpa 2.7 & 0.18 as of Q1. 4% of the loan book as provisioned.
So from this comparison Arman seems much better than creditacess. I like Muthoot Microfinance after Arman due to valuation & gnpa nnpa Compared to creditacess. They have published Q2 numbers.
Once Arman posts Q2 numbers we can have better picture.
Both Muthoot and CA mgmt saying by Q3&Q4 things should improve. Arman too in Q1 concall said same. Now need to wait for their result and concall.