thanks sir @visuarchie
Posts tagged Value Pickr
Phantom Digital Effects Limited (22-07-2024)
I was earlier an investor in Phantom and then switched to Basilic.
I think the reason why Basilic is getting higher PE is the same reason what made me switch.
A lof of investors here shrugged off Phantom’s decision to gamble on Ayalaan. But to me this was a very high degree of indiscipline. The fact that the management doubled down on their decision made me realize they don’t see their mistake. They are not in the business of deciding what is ‘good content’ and shouldn’t use their money to do so.
The second reason is the belief that Indian customers (studios) are unreliable pay masters vs foreign studios. Hence the company with higher exposure to foreign business is considered a better business.
I am not trying to reopen the debate on whether Phantom’s decision was good or not. I think everything that had to be said has been said by both sides. Just sharing why I give it a higher valuation personally.
Sealmatic India Limited (22-07-2024)
I note your views but have a different take on this. The lack of engineering degree does not make the person a bad owner, there are multiple promoters in the market who have made it big with a commerce degree. Vedanta is the biggest example.
The fact that he is the owner and face of the company, it makes him responsible for the statements done by and on behalf of the company. Just because he is purpotedly seen as a part time “employee” it does not absolve him of the performance. A qtr of good performance and he will be hailed. In concalls he is the one doing all the talking.
The results were below average. He has gone on record to keep saying multiple times that becasue of some accounting standard the profit is lower. How is this restricted to only Sealmatic, the AS is same for all.
Sending a business update when they win an order makes sense but sending business updates on the TAM is ridiculous. The best thing is that the market got the stock to move 10%. In the final say the collective actions of the market decide the price but the actions of Mr. Balwa, in my view, clearly show that he is trying to manage the price.
Rate my investing stragtegy (22-07-2024)
Nothing wrong with investing in many funds per se, but it may not yield any additional return. While it is true that a few funds may give more return than their peers in the same category, it is not always possible to find those, and they change places. So if funds are selected on the basis of fund managers’ philosophy, then it can help. One advantage with diversification is that, it gives some comfort when the value of the funds grow with time, accumulated corpus is distributed among a few funds, and if a manager quits, the impact, if any, is restricted to that fund alone.
As you gain more knowledge and experience, you can modify and invest as per the situation.
Poonawalla Fincorp formerly Magma Fincorp (22-07-2024)
Five seniors opted for early retirement from Poonawalla Fincorp
- Manoj Gujaran CCO replaced by Bholananda Behera; Interim CCO: Sumit Talreja, deputy CCO
- Anup Agarwal Chief Internal Auditor replaced by Nitin Sane; Interim: Vishal Pandey, deputy vice president, internal audit
- Rajendra Tathare chief risk officer (CRO) replaced by Bhaskar Pandey; Interim: Mitul K Budhbhatti, Head, credit monitoring and risk
- Manish Chaudhary the formal head of Retail Assets
- Smita Mitra, Human Resources head
https://www.business-standard.com/amp/companies/news/poonawalla-fincorp-top-deck-sees-rejig-5-seniors-opt-for-early-retirement-124072100484_1.html
FII/DII activity – and what we can make out of that! (22-07-2024)
From the latest data released by the NSDL for the first half of July month indicates Net inflows of 20,720 crores.
The sectors that have experienced net Investments greater than 2000 Crores are Automobile and Auto Components, Capital Goods, Healthcare and Information Technology, which constitutes to around 57% of total Net Investments.
The sector Metal and Mining have seen a positive net Investment from the FPI’s after nearly two months. This shift from negative to positive investment indicated a renewed interest in this sector.
Oil, Gas & Consumable Fuels, this sector for the consecutive second fortnight has seen a positive net investment increasing from 1,048 to 1,944 crores. This significant inflows for the second period indicates a good opportunity for investment.
The sectors which has seen continuous outflows for the past month are Construction, Power and Utilities.
Overall the Investments from the FII’s have been positive and is in the best interest of the economy.
The views are personal. Appreciating your thoughts on this.
Poonawalla Fincorp formerly Magma Fincorp (22-07-2024)
Poonawalla Fincorp Ltd. reported a 45.6% rise in its net profit for the first quarter of this financial year.
Revenue increased by 40% year-on-year for the three months ended June, reaching Rs 996 crore.
Assets under management for the company grew by 52% to Rs 26,970 crore for the April-June quarter, the investor presentation said. The net interest income rose 42% year-on-year to Rs 676 crore.
The gross non-performing asset was recorded at 0.67%, down 75 bps during the same period last year, while the net NPA fell 44 bps to 0.32% during the quarter.
Goldiam International : A rare shareholder friendly and debt free Jewelry company (22-07-2024)
The LGD business is considered a commodity business, where prices are determined by market forces. This means that Goldiam’s pricing power is limited, and it may not be able to maintain its margins in the face of increasing competition.
Easy replication: The LGD manufacturing process is relatively easy to replicate, which means that new entrants can quickly enter the market and compete with Goldiam.
The company’s focus on distribution and integration may provide some protection, but it needs to continuously innovate and differentiate itself to stay ahead of the competition. Branding & Marketing remains key.
Route Mobile – Internet, Mobile & Telecom (22-07-2024)
OFS coming soon
Promoter holding should be reduced to 75% as per regulations