Patient advocates hope Dr. Michelle Tarver will lead the agency to focus more on safety and less on rapid approvals.
Aditya Birla Fashion and Retail Ltd (22-10-2024)
You’ll have the inside scoop then. What was your profile there?
There is space for ethenic designer wear like you mentioned. Execution is key.
Manyawar and Zudio have a lower price point. Reliance is going with Reliance Brands. Arvind, well… They have Arrow and Lee but nothing ethnic. Raymonds will be in a premium space but not luxury (designer wear).
The threat perhaps will come in later years from Myntra’s and Tata Neu’s luxury offerings.
The company split revived my interest. I will hold the Madura Garment’s division. That’s a profit centre.
Raman’s Portfolio – Review Appriciated (22-10-2024)
Hi @ramansharma I’m still studying Frog, and would love to hear from you about the result?
Raman’s Portfolio – Review Appriciated (22-10-2024)
Frog cellsat
Excellent YOY PAT up by 60%
EPS up by 59% YoY
Order updates
Product details and growth prospects
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (22-10-2024)
Disagree largely.
NPA increase is marginal, not much to read into at this stage. RoA drop also marginal, and largely because the A in RoA has grown sharply with AUM, but the R in RoA will take time to come through as these assets mature.
Rating upgrade will take some time to play into the cost of funds. Also once interest rates start decreasing, which is not too far away, I expect NIMs to expand in the short term.
Only unknown is RBI’s disposition to and any modifications of colending norms.
Disclosure: Invested from 170s. No transactions in last 30 days. May add sone if it corrects mlre with the broader market.
PSP Projects – Construction Company (22-10-2024)
Subject: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Details of Litigation
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we would like to inform that the company has filed Writ Petition (Civil) bearing diary No. E-4580239/2024, in the Hon’ble High Court of Delhi against Superintendent Engineer, Bareily and Others. The details as required under SEBI Circular No. SEBI/HO/CFD/CFD-PoD-1/P/CIR/2023/123 dated July 13, 2023 are as given below:
- brief details of litigation viz. name(s) of the opposing party, court/ tribunal/agency where litigation is filed, brief details of dispute/litigation;
The Company has filed Writ Petition (Civil) bearing diary No. E-4580239/2024, in the Hon’ble High Court of Delhi against the Respondent namely Superintendent Engineer, Bareily and Others concerning Project “Construction of Residential Building of PAC Mahila Batallion, Badaun, Uttar Pradesh”. The petition is filed under Article 226 of the Constitution of India, seeking the issuance of a Writ of Mandamus or Certiorari to quash and set aside the termination order dated March 27, 2024 and impugned communication dated 10.10.2024 issued by the Respondent arbitrarily. The Company contends that the termination was executed arbitrarily, without due consideration of the reply and explanation provided by the Company, and without affording an opportunity for a personal hearing, thereby contravening the principles of natural justice and the mandate of Article 14 of the Constitution of India. - expected financial implications, if any, due to compensation, penalty etc.
At this juncture, the financial impact remains unquantifiable; therefore, it is deemed inapplicable. - quantum of claims, if any;
Not Applicable
Gravita India success story (22-10-2024)
Did this happen? I don’t see any new names
Reaching milestone: IPO market roars past Rs 1 trillion mark in 2024 (22-10-2024)
Ample domestic liquidity and encouraging post-listing performance have driven this year’s IPO success