Strongly disagree,
Many companies like Suzlon and Inox wind are getting multiple orders almost every week…
And Sanghvi is the only Proxy to wind turbine set up ‘)
Posts tagged Value Pickr
Sanghvi Movers (17-06-2024)
Chins’ Portfolio (17-06-2024)
Hi Chin,
How are you? Hope all is well. 
Wanted to know if you are still holding Valiant Organics.
Thank you very much for sharing your knoledge.
InterGlobe Aviation – Indigo (17-06-2024)
It has high margins may be because of highest market share in india and mainly if you see indigo’s business model it works on hub and spoke model it can also be reason of higher margins
Sanghvi Movers (17-06-2024)
I think they are moving to EPC segment then does it still make sense to freshly invest or remain invested?
HDFC Asset Management Company (17-06-2024)
More potential entrants to AMC business
Raymond – The Complete Man (17-06-2024)
Seems like they will approve the demerger.
Raymond – The Complete Man (17-06-2024)
“Reserved for orders” – the latest status on the merger proposal from NCLT. As there seems to be no objection, this would result in approval soon?
https://nsearchives.nseindia.com/corporate/RAYMOND_14062024191001_SEintimation.pdf
InterGlobe Aviation – Indigo (17-06-2024)
The anti-thesis for this can be. The current valuation and operating margin for IndiGo don’t seem sustainable. Its operating profit margin is around 22%, while for Delta Air Lines, the largest airline in the world, it hovers around 10%. Additionally, the new Minister of Aviation has mentioned looking into ways to reduce airfares, which might impact IndiGo’s pricing power.
PayTM (One 97 Communications Ltd) (17-06-2024)
fa3c56a6-a32b-40e0-bf43-3412e6a2104b.pdf (876.0 KB)
Paytm not denying a possibility of ticketing business sale/partnership with Zomato or any other possible buyer(investor)
Aavas Financiers :: Banking on the unbanked (17-06-2024)
Hello,
In the below tracker, I have started tracking important company goals for AAVAS Financiers.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-2.xlsx (123.5 KB)