MAS Financial Services – High RoEs, Decent Growth (29-09-2024)
@aadhar.aggarwal This real good. Seems you have picked upon each of statements of KG from a CBNC interview / transcript and tracking it like a hawk.
Shivalik Bimetal Controls Ltd (SBCL) (29-09-2024)
This is pretty strange though. I do remember promoters saying that they are not thinking of any further dilution post the sale of their stake I believe couple of months back but seems they again have done it.
While I have always believed in the promoters this is something I find it difficult to digest. While enough have been discussed about the good and the bad of the stake sale of promoter — my only point is — This does increase the supply and thus makes it a bit difficult for the stock price to go up since all the buyers who wanted to buy and because of which the price would have gone up are now done buying via promoter selling and not from open market.
Discl. – Not holding and no activity/trade done in last couple of months. Studying.
ValuePickr Bengaluru (29-09-2024)
Please add me to the what’s app group
Motherson Sumi Wiring India Ltd (MSWIL) – Wired for growth (29-09-2024)
@babruvahana. Thanks a lot for sharing this analysis. Precisely this has been my personal analysis also on MSWIL, there is supply side moat existing and industry vertical (wiring) as such inherently has very limited but a consistent OPM range. That’s why true value unlocking in such a business can emerge only by triggers of diversification into new areas like healthcare, aerospace, and logistic solutions as you bring out. Else, the revenue growth scope will be limited going forward.
Kitex Garments Limited (29-09-2024)
Can someone post Agm summary?
Rahul Gandhi is leading opposition, will lead country too: Sachin Pilot (29-09-2024)
Congress general secretary Sachin Pilot expressed confidence in Rahul Gandhi’s leadership, stating that the entire opposition will support him in the next Lok Sabha elections. He praised Gandhi for holding the BJP-led government accountable and highlighted the public’s growing trust in the opposition following recent election results.