has liquidity on NDS-OM improved over the year or is it still difficult to find buyer?
Posts tagged Value Pickr
Arman Financial Services Ltd (30-05-2024)
Hi, I’m new here so sorry if I’m asking a stupid question, but how come a Lending business is cyclical? Aren’t they supposed to show secular growth? That’s what I believed that it’s an ever growing business which will be slowed down only for sudden rise in NPAs as a major setback.
Samhi Hotels – Turnaround with Tailwinds (30-05-2024)
Any thoughts why the stock was down despite decent numbers? Industry leading RevPAR growth while PAT also turning profitable?
SKM Egg Products – thinking out of the shell (30-05-2024)
NIA_SKM vs Ovobel short note.pdf (559.6 KB)
Megatherm – Mega Opportunity (30-05-2024)
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TAAL Enterprise – cheap valueations (30-05-2024)
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52 week highs and all time highs strategy (30-05-2024)
Update: HERITAGE FOODS: 155-245-413 CMP
- Long term trend reversal seems to be possibly taking shape
- RSI has broken out on Monthly chart
- Downward Slant line broken – (Confirmation would be monthly close above)
- Hidden Bullish Divergence (Brown TL) played out well with price almost nearing the Previous ATH.
Safe to assume bullish bias ahead.
Investing Basics – Feel free to ask the most basic questions (30-05-2024)
Do companies that demerge have a draft red herring prospectus (DRHP)? If so, where does the public get to access it? If not what other official document is provided with the demerge and capital allocation and all other details?
I was searching Nuvama Wealth Management DRHP and was not able to source it on NSE/BSE or even SEBI website.
IDFC First Bank Limited (30-05-2024)
Banks with a strong growth focus will continue to experience equity dilution at regular intervals. IDFC First is a particularly growth-oriented bank, so we can expect ongoing capital raising efforts.
However, it’s important to note that from a valuation perspective, if equity dilution is conducted above the current book value per share, it is accretive to the book value and helps maintain attractive valuations.
Arman Financial Services Ltd (30-05-2024)
Saif has been invested since 2018, it’s very natural for PE funds to exit after a few years. Mud slinging on companies without any facts is something that should be avoided on this forum. It’s a cyclical business which will go through its own ups and downs. Doing 2 successful fund raises over last 18-24 months gives them enough capital to grow aum till 5k crores.
Disc: holding since last 3 years. Biased