Just sharing the company update.
I hope you find it useful
dr.vikas
Posts tagged Value Pickr
Arman Financial Services Ltd (01-08-2024)
@sammy11 If you could share some insights and rationale for your investment it could help build a good starting point for discussion . Also how much of an impact the RBI priority sector lending changes do you think it could have on Arman and the sector ?
Views on Markobenz Ventures please? (01-08-2024)
Can someone please provide any views that they might have on Markobenz Ventures Ltd? Deep insights would be appreciated for this penny stock. Does it have a massive upside at the current stage?
Views on Titan Intech? (01-08-2024)
Same Question!!! I also would really appreciate a deep analysis into this stock…
Techknowgreen Solutions – Microcap in need of the hour business (01-08-2024)
Here is the link i got after an email request.
Views on Titan Intech? (01-08-2024)
Can the members provide their view on Titan Intech stock?
Atma Nirbhar Bharat – Stock opportunities (01-08-2024)
Yes, HFCL is another example of Atma Nirbhar Bharat , but HFCL had a chequered past.
Anlon Technology Solutions (01-08-2024)
Related-party transactions are certainly a red flag, investors should be concerned.
Apart from that, the company is in a very niche space rapidly expanding. The number of Airports, flights etc. will almost certainly go up leading to greater business opportunities to the company. Further the company is in a space related to safety, the business is sticky for the airport operators.
The company has started doing the assembly work for some of the products. It has the first-mover advantage here. It will also increase the company’s margin compared to the supply of imported products.
Intermittently the company is declaring various orders.
Today the company declared Bridgehill AS Norway, world’s largest Car Fire Blanket manufacturer.
ANLON_01082024135438_Reg30.pdf (105.0 KB)
The market Anlon is operating is niche, very small. Thus, I don’t think any big competition is coming in the area. Further, the niche is likely to grow at a fast pace, giving a sweet spot to the company. The margin maintained by the company is impressive. Make in India is favoring the company. Hopefully, the management will utilize these tailwinds for the company’s growth.
[Disclosure- Invested and biased]
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (01-08-2024)
Co-origination and co-lending generally refer to similar processes where two financial institutions (typically a bank and an NBFC) collaborate to issue loans. In this setup, both banks (lenders) and NBFCs (originators) share the risk in a predetermined ratio (typically 80:20). [Specifically, 80% of the loan is with the lender, and a minimum of 20% is with the originator (https://www.go-yubi.com/blog/what-is-co-origination-and-how-does-the-co-origination-model-work/)
- The primary goal of co-origination is to provide more funds to priority sectors, such as micro-finance and MSME lending.
- It allows NBFCs to overcome funding challenges, expand their assets under management, and focus on client servicing, while banks benefit from diversifying their loan portfolio and meeting priority sector lending requirements.
The net loan origination appears muted across all buckets except for the micro enterprise loan-book. Here could be some potential reasons:
- Market Conditions: Economic factors may impact borrower creditworthiness and demand for loans.
- Lender Strategies: Banks and NBFCs may strategically focus on specific segments, affecting overall origination.
- Tighter Lending Standards: Lenders might apply stricter criteria due to risk considerations.
- Liquidity Constraints: The NBFC sector faced liquidity challenges, impacting origination
Interest Rates: Changes in interest rates can impact loan demand, with higher rates typically leading to reduced borrowing. But considering the recent FOMC meeting it looks like there are good chances of a rate cut by the US Fed in the month of September which might take care of this problem eventually.