Yes, you have point out wright thing, but when I gone deeper in the share holding, Asish Kacholia hold more than 3% share holding, DIi also hold more than 9% holding and management themselves have invested additional fund in the FY 24.
Posts tagged Value Pickr
Vedanta Limited – Future Natural Resource Leader (21-05-2024)
I find this very interesting:
| No. of Shares | |
|---|---|
| Vedanta | 3,71,72,06,239 |
| HindZinc | 4,22,53,19,000 |
| Vedanta Holding in HindZinc | 2,74,31,54,310 |
| HindZinc Price | 721 |
| HindZinc M’Cap | 3046454999000 |
| Vedanta’s Value | 1977814257510 |
| Value Per Share for Vedanta | 532 |
Rail Vikas Nigam – profitable PSU (21-05-2024)
(post deleted by author)
NetWeb Technologies (Supercomputing?) (21-05-2024)
Research report available from company website.
trying to understand their R&D capability as that is key for company.
As per DRHP , their designs are licensed from another entity(Netweb Pte) belongs to one promotor.
Amoul Portfolio (21-05-2024)
Thanks, Subhadeep, but I feel that they are providing customers access to the lounge, so they have the right to charge an amount per pax or AMC for their services. Its quite surprising
PGIL-Sleeping Tiger about to Roar (21-05-2024)
Latest Q4 results announced –
Latest Investor presentation –
FY24 Consolidated Performance:
• Total Revenue stood at Rs. 3,436.2 crores, a growth of 8.8% YoY
• Adjusted EBITDA (excl. ESOP expense) stood at Rs. 316.4 crores, a growth of 22.5% YoY
Microcap momentum portfolio (21-05-2024)
Thank you so much for your quick response. I have created 2 baskets (one with Top 20 and another with bottom 5 stocks). I will go as per Market Price as it make more sense for the quantities as you said. Got your point about SL. Thank you so much once again for devising this strategy.
Amit Singh Learning page (21-05-2024)
Assumption basis today concall of Waaree Renewable;
~₹1840 Cr rev FY25
PAT ~303 Cr
EPS- ~₹28.9
Margins are higher than peer Solar EPC players.
Backward and forward integration is helping them.
Sahil’s Portfolio (21-05-2024)
This was indeed helpful. Very well articulated with clarity of thought