Yield table – after updating all Q4 numbers
Posts tagged Value Pickr
Indigrid InvIT: High yield on stable and predictable revenues (26-05-2024)
Yield table, after updating all Q4 numbers, including Indigrid, that came a couple of days ago
IRB INVIT TRUST- new game in the town! (26-05-2024)
Updated yield table, after the declaration of all Q4 results,Indigrid came through a couple of days ago, was the last
Shivalik Bimetal Controls Ltd (SBCL) (26-05-2024)
I think when Elon Musk went to China Before India , he was intimidated by Chinese since 40% of raw Material to Built Tesla batteries comes from China. If Tesla Moves Production to India His Cars will be more competitive with Chinese Car makers . In Response US Govt Imposed tariffs and EU is in process to do so.
Now Tesla coming to India would have been great trigger for companies like Shivalik Bimetal.
Alas ! now it might hurt from opposite end as you mentioned about Chinese dumping their product elsewhere where Shivalik might be a supplier. Indian EV market is still in nascent stage.
Only after New Govt is formed and we start commercial mining of Lithium , we might have a shot.
Just sharing my thoughts might be wrong
PDS Limited – A platform for entrepreneurs (26-05-2024)
Their sourcing as a service segment has higher margins, in design led sourcing the entire merchandise value is accounted to the topline and hence the thin margins, whereas in SAAS only the actual commission charges is reflected into the topline. Also operating leverage can kick in with SAAS as the existing employees and network can do more than what is being done now.
Game changer would be if somebody like a Walmart uses their SAAS segment for all their apparel(textile) needs.
Disc: Invested, patience has started to wear.
Investing Basics – Feel free to ask the most basic questions (26-05-2024)
Sorry sir i am very new to this i didn’t know they charge you any rate of interest even after you have enough cash margin i dont think so that they doo correct me if iam worng and sir rollover cost will be recovered when the asset starts to run because timing is one thing that biggest of big investors cant also win.
Indiabulls Housing – A compounder from here? (26-05-2024)
@ Naval Latest concall
Investing Basics – Feel free to ask the most basic questions (26-05-2024)
Cost to carry of futures (i.e., the interest rate of leverage) in future market is considerably high – almost 10 to 15% per year – if you add cost of rollover, opportunity cost of cash held for margin requirement, transaction charges, taxes etc. combined.
Using futures to leverage over long term is usually not worth it and comes with considerable risk. You would have to get the timing incredibly right for it to make money.
Shivalik Bimetal Controls Ltd (SBCL) (26-05-2024)
US recently announced heavy duties to be imposed on Chinese imports into US viz . EV batteries, cars, solar cells, aluminium among others . With these duties the export to US will be impacted so the next big market for chinese to dump the extra production will be india .
EV and batteries uses shunts, so if cheap producta from china are getting flooded into the market than domestic demand for shunts will be affected unless India also announces similar duties like US or YS lifts these duties, both look unlikely at the moment. This is one of the main reasons i think SBCL is see a price correction
Shivalik has had a tremendous run and the long term prospects look good, not to forget that shunts are also used in electric meters and many cities are looking to adapt these smart meters
Disc : not sebi registered . Not a buy/sell recommendation