Is anyone aware of the next steps after the consultation paper from SEBI on F&O? Basically, want to understand how long this overhang will last.
Posts tagged Value Pickr
Kovai Medical Center and Hospital – Health and Wealth (09-08-2024)
With purchase value of 130cr and 55,808 sq ft area, per sq. ft rate is coming to 23,300. Any idea its at right valuations, as the article says that the property has been purchased through auction?
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (09-08-2024)
Did anyone here attend the AGM on the 8th? If there are any notes you could share that would be much appreciated.
Also just speculating here but, is that why they chose to not have a quarterly earnings call this time around? Either ways, not too thrilled that management is shying away from questions on a not so perfect quarter.
Grasim Industries Ltd. – Aditya Birla Nuvo Ltd. Merger (09-08-2024)
Grasim is acquiring a 26% stake in two special purpose vehicles (SPVs) focused on renewable energy generation and transmission. The total investment is estimated at Rs. 2.46 crore.
Maharashtra seamless-a value plus cyclical play (09-08-2024)
While the lower EBITDA for Maharashtra Seamless in the June 2024 quarter is primarily attributed to a decrease in net sales and overall profitability. Specifically, the company’s net sales declined by 5.88% year-over-year, from Rs. 1,222.94 crore in June 2023 to Rs. 1,150.98 crore in June 2024, I see this as a lack of commitment (read Quality of Management – poor execution).
Additionally, the company’s net profit also saw a substantial decline of 37.41%, further impacting overall financial performance.
(Ref Mah Seamless Consolidated June 2024 Net Sales at Rs 1,150.98 crore, down 5.88% Y-o-Y).
Maharashtra seamless-a value plus cyclical play (09-08-2024)
I see this as a Breakdown (or emergency ) maintenance, because the maintenenace came in the way of essential/ high value (not prioritising against low value) deliveries… The acceptance of supply orders must essentially predefine a delivery timeline. Not adhering to this aspect points to, say, a cultural weakness @Maharashtra Seamless?
Multi-Disciplinary Reading – Book Reviews (09-08-2024)
Very well researched
Vishnu prakash R Punglia LTD(VPRPL)-“Steering India’s Water Management Future” (09-08-2024)
I think the order is worth of 38.635 crores and not 386 crores.
Mazagon Dock: aptly called “Ship Builder to the Nation” (09-08-2024)
MDL Wins Rs 4,676 Crore ONGC Contract:
Mazagon Dock Shipbuilders has secured a major order worth Rs 4,676 crore from ONGC for a wellhead platform and pipeline project.
CIE Automotive India – Rare combination of Opportunistic and Long Term bet (09-08-2024)
CIE Automotive India Invests in Green Energy:
CIE Automotive India is acquiring a 31.20% stake in ReNew Green (MHK Two) for up to Rs. 36 million. This investment will secure green power supply for CIE from a new 7.8 MW solar power plant being set up by ReNew Green