The Congress appointed Uday Bhanu Chib as the new president of the Indian Youth Congress, succeeding Srinivas B V. Previously the IYC general secretary and former president of the Jammu and Kashmir Pradesh Youth Congress, Chib’s appointment is effective immediately, with the party acknowledging Srinivas’s contributions.
Dishman Carbogen Amcis Ltd (22-09-2024)
MIT is holding Barbeque nation from like its ATH and are in huge loss. Ashish Kacholia was also holding Barbeque Nation till last quarter and then he either exited or his shareholding became less than 1%. So not all of their picks can go well and tests our patience really hard
Congress government takes loans, gives it to Sonia Gandhi: Kangana Ranaut (22-09-2024)
BJP MP Kangana Ranaut accused the Himachal Pradesh government of taking loans and giving them to Sonia Gandhi, claiming it has made the state’s finances weak. She criticized the Congress government for corruption and urged people to support BJP. Ranaut also highlighted issues like delayed salaries, halted sports facilities, and poor infrastructure.
Dishman Carbogen Amcis Ltd (22-09-2024)
Mukul Agarwal is invested in DCAL more then 3 years and make minimum return look at a petient level of this man is awesome
Geospatial sector – Sunrise Opportunity (22-09-2024)
Thanks for sharing this super information. Broadly most would understand meaning of Geospatial from Google but beyond that is what you have compiled in this write up. Have taken a small position in ceinsys.
Sky Industries Ltd – Footwear,Automobile manufacturer Major customers (22-09-2024)
too many positive moves happening in this counter ,
- concalls
- new plant
- management talking about higher margin products
- participation in indian and foreign expos
- orders from defense sector
- land purchase in gujarat for greenfield expansion
- management also taking about 20% yoy growth and 20% margin expansion … debt is still not very high
- They have also gained market share in exports despite competition from china and taiwan , shows that products are good and they don’t need government support to deal against world players
the stock price is still cheap considering the current bull market
Disc – not invested yet but seriously considering
PGINVIT impairment of investments in subsidiaries and book value (22-09-2024)
But yield is combination of returns + principal (as terminal value is zero). I was thinking more like 11-12% stable yield to assuming HTM model.
Also, their published NAV is abt 86/-. fair value I feel shd be like 80-85 (extra DPU in first 2 years to reduce capital cost and thereafter 11-12% stable yield). Any further acq (surprise factor) can be alpha.