Reg good Corp Gov: Except for the 20 pc they seem to have bought in Arjas, when the listed company could have easily bought the entire company.
I guess that’s one yellow flag.
Posts tagged Value Pickr
Sandur Manganese (08-08-2024)
Why dumb Mr. Index is so tough to beat? Let’s discuss it’s alpha (08-08-2024)
Investing is a broad umbrella, different kinds of people participate differently, even if there is data, some things cannot be quantified. Generalization beyond a point does not present the entire picture. Also, when one is an active participant and gains experience, he can change his views completely.
I am not sure if you have gone through the forum. Investing is not unidimensional. There are many facets to investing than just picking better stocks.
Godawari Power – Any Trackers? (08-08-2024)
Good QoQ and YoY results declared. Stock split From FV 5 to FV 1 and a special dividend @ 1.25 per share on 25 years of operations.
Godawari Power.pdf (623.6 KB)
IRM Energy – A new kid on the (listed CGD) block (08-08-2024)
I’m sorry guys I have no updates as I could hardly connect for like 3/4 minutes and that to with screen and sound freezing every now and then.
May be company will upload AGM video on its website…
Why dumb Mr. Index is so tough to beat? Let’s discuss it’s alpha (08-08-2024)
Yes, there are savvy individual investors. I am trying to dissect why a normal retail investor lags an index. Mostly it is either or all of the three reason that I listed. That is, they either they do not allocate well or they sell too early or they sell too late. Index has no such bias. It is mechanical as it is based on formulas with no motion. Even the best of investors wont be without biases and some level of emotional connect. Where best investors consistently beat index is only because they have better universe of stock than index. Which is the ranking problem that I described.
MAS Financial Services – High RoEs, Decent Growth (08-08-2024)
Elections and the resulting loan waivers or at least the promise of waiver cause people to delinquent on their repayments.
Natural calamities like floods add to the woes.
But for a growing economy, banks and NBFCs are very important. There may be pain in short term but in the long run their stock prices will perform well. We should consider this suppressed valuations as opportunities to accumulate.
Greenpanel Industries Ltd. (Demerged Entity of Greenply) (08-08-2024)
This stock has been rising off late despite poor results.
Thoughts on Greenpanel Industries ?
Personally i feel home decor is a sector to watch out for in the coming years.
HBL Power: Signs of change (08-08-2024)
The railway ministry has also approved the installation of Kavach on 10,000 locomotives in another two years. After that, the remaining 10,000 locomotives will be taken up in a phased manner,” Vaishnaw said.
Additionally, the ministry plans to invite tenders for installing Kavach on the 3,300-km Mumbai-Chennai and Chennai-Kolkata routes, as well as for approximately 5,000 km of all-automatic signalling sections. The tender process is expected to conclude within a couple of months, with installation set to begin in October 2024
Vaishnaw highlighted that the installation capacity has increased from 1,000 km annually to 4,000 km, enabling Kavach to be implemented on the Mumbai-Chennai and Chennai-Kolkata routes, as well as on all automatic signalling sections, within three years. With the addition of two more companies, the annual installation capacity will rise to about 5,500 km.
“With the current installation capacity, Kavach will become operational on the Mumbai-Chennai and Chennai-Kolkata route as well as all automatic signalling sections in another three years,” the railway minister said.
MAS Financial Services – High RoEs, Decent Growth (08-08-2024)
As Banking and NBFC sector is not performing and market participants were busy in other sectors like Defense, Railway and PSU etc
The fall in last two days I guess is because of Fusion Microfinance NPA issue, so market may be expecting that bad or Down Cycle of NBFC had started, I hope if MAS performance remain solid like before in this cycle I(next 2-3 quaters) than it will start performing well compensating for past years also.