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Posts tagged Value Pickr
Syngene International (05-07-2024)
The Mangalore facility will take time to start contributing, they will start with pilot projects there in the medium term as a precursor to getting large contracts in the long term.
BAJAJ STEEL INDUSTRIES LTD – Proxy on Agri Theme (05-07-2024)
ginning machines are neither a high growth business, nor a large market, replacement cycles are long. any benefit from textile growth will be limited and with lag. just look at their 3/5/10year sales CAGR
they have a few other segments - engineering & construction, plastic batches, etc. which are not material yet.
ValuePickr Raipur (05-07-2024)
Hi Everyone,
ValuePickr community meetups have been taking place in various cities, and it’s been a great experience for all involved. If you’re based in Raipur / Bhilai / Durg / Bilaspur and interested in joining fellow investors for regular discussions, please respond to this thread.
These meetups are a fantastic opportunity to dive deep into our shared passion for investing. We can explore investment ideas, principles, philosophies, readings, and more. It’s all about exchanging knowledge, learning, and sometimes even unlearning together.
To start, let’s keep the conversation going here. If there’s enough interest, we can move to a WhatsApp group and eventually plan an in-person meetup.
Looking forward to engaging discussions and insights.
Anshul
Five Star Business Finance – Financing Bharat! (05-07-2024)
The NIMs are elevated due to lower leverage.
They give fixed loans at~21-24%, but since interest expense is very less, it seems like High NIMs.
Pharma Industry update (05-07-2024)
Semaglutide or as is kwn Ozempic and Wegovy are a class of molecules used for treating Diabetes esp Type II. This has been touted as a MIRACLE DRUG of the century. In actuality some people report that along with diabetes control they also see a loss in weight which impacts their other parameters like BP and Cholesterol levels. The make NOVO NORDISK makes huge profits from this and it is believed that the sale of this one compound contributes to a large percentage of Denmark’s GDP.
# Novo Nordisk’s market value of $570 billion is now bigger than the entire Danish economy—creating a ‘Nokia risk’ for Denmark quote from Fortune.
In India some pharma companies are also in the process of developing a similar molecule and if they succeed then the large Indian population with risk of diabetes will be a huge market in itself. Maybe time to look at shares of such listed companies
Oil India- has its time come? (05-07-2024)
amongst other things, the 6% yield for me since the time I bought a few years back is what is keeping me in. As the share price was quite low at those times.
Phantom Digital Effects Limited (05-07-2024)
This is common in VFX industry because the companies that can afford to use VFX are few like large studios, major OTT platforms and that gives them substantial bargaining power over supplier payments.
Usually VFX companies have to bid for a project based on initial scope and then there is a lot of reworks based on client satisfaction (usually without pay) and until the studios greenlight the VFX, there is no payment. Note: This is from my understanding on reading, studying the vfx industry. Experts can chime in here.
Hence, why many prestigious studios like Tippett Studio are going out of business. Tippett had to be acquired by Phantom
Five Star Business Finance – Financing Bharat! (05-07-2024)
FedFina is primarily a gold loan company and the LAP that they do is of a much higher ATS than Five Star. Their target is much different that Five Star. These companies are not comparable at all.
Five Star Business Finance – Financing Bharat! (05-07-2024)
secured lending (loan against properties), where as, most micro-finance is unsecured which leads to higher cost of funds due to higher risks for the company.