Sells 71,345 units
Hercules hoist (01-10-2024)
The demerger will help in finding the value of the crane & hoist business. I have checked the Balance sheet. The investment value in Bajaj Finserv, Bajaj Auto, Bajaj Electric and Bajel projects as of March around 680 crores, and investments in MFS and equity makes upto 900 crores. However, the value of these investments can’t be realised as they are not going to sell anything. One can expect a regular dividend based on the cash flows from investments. The cranes and hoist business valuation can be made based on the revenue. I think there’s no moat for the business.
I believe, all the upside is captured in the current share price.
Disc: I don’t have any holdings.
Videocon case: Sebi issues Rs 1 cr demand notices to Dhoot, 2 others (01-10-2024)
Capital markets regulator Sebi has sent demand notices to industrialist Venugopal Dhoot and two other entities, asking them to pay nearly Rs 1.03 crore for insider trading activities in the shares of Videocon Industries.
The regulator has warned Venugopal Dhoot of arrest and attachment of his bank accounts and assets as well as other entities if they fail to make the payment within 15 days.
Apart from Dhoot, the other two entities who have been sent notices are Electroparts (India) Pvt Ltd and Videocon Realty and Infrastructures.
The demand notices came after these entities, including Dhoot, failed to pay the fine imposed on them by the Securities and Exchange Board of India (Sebi) in September 2021.
In the event of non-payment of dues, the market watchdog will recover the amount by attaching and selling the moveable and immovable properties of these entities, the regulator said in three separate notices.
Besides, they face attachment of their bank accounts and detention.
In Sept
Mudit’s Portfolio (Stage Analysis + Price Momentum) (01-10-2024)
Hi @Mudit.Kushalvardhan, wanted to know did you consider Nifty MidSmallcap400 Momentum Quality 100? In one of the videos of momentum lab they said that this is probably the best index to find stocks. Or do you think adding another parameter, quality in this case, tends to bring down the returns.?
Man Infra set to launch its highly anticipated Vile Parle project (01-10-2024)
Located on Swami Vivekanand (S.V.) road the project offers excellent
connectivity to nearby schools, colleges, hospitals, railway station, airport, beach and entertainment hubs. This is the first cluster development of Vile Parle West and yet another successful cluster development by MICL Group.
Zomato – Should you order? (01-10-2024)
I put sales of FMCG giants and added them.
Blinkit can’t sell more than its suppliers combined.
Blinkit faces very tight competition.
And no company with 14k cr in sales has achieved 30% cagr growth in sales.
SJ Logisitics- Dark Horse (01-10-2024)
Compiled some notes, i should have posted it here, my mistake.