This indicated ROA figures are significantly lower than current ROA if you look at in percentage terms. Management is observing some stress in Punjab loans. Also slowing down the disbursement in Q1. All these are negative indicators. Q1 numbers may give proper idea of the future territory i think.
Posts tagged Value Pickr
Marksans Pharma- Can it be the next Pharma Biggie? (16-05-2024)
QUANT MF has sold entire marksan’s stake in march-april month. I think it’s usual MF play. nothing to worry. fundamentals intact.
Avanti Feeds (16-05-2024)
What do you mean, why do you doubt? It seems they have audited Suven Pharma a few years ago.
Not invested.
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (16-05-2024)
Hi,
I am tracking waaree from last 1 year, many times feels like to take a position for long term, Any views?
Great articles to read on the web (16-05-2024)
I have two book recommendations for those who are looking for contemporary investment style and timeless wisdom
- Expectations Investing by Michael Mauboussin
- What I learnt about Investing from Darwin by Pulak Prasad
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (16-05-2024)
Why does Embassy have 12% capital gain on a one year trailing basis which is comparatively higher if we compare it to Brookefield and Mindspace when Embassy has been facing this issue?
Wonderla Holidays (16-05-2024)
Not sure if the water rides are stopped due to water crisis. Water rides are major attraction during summer.
Satin Creditcare Network Ltd – Reaching out! (16-05-2024)
Hi, can you please share on where the management has guided for a significant decrease in RoA? From its latest investor concall, they have guided the RoA to be in the range of 4.25% – 4.75% for FY25. Also, the rate cuts (when and if they happen in this FY should only benefit them). They have also managed to bring their borrowing costs down, the upgrades in credit rating is helping them here.
Disc – invested and biased
CMS Info Systems Ltd (16-05-2024)
Being from a tech company similar to TCS, I would say this is a scenario thats possible but most improbable . How large is the ATM business ? Will it move the needle by any meaningful amount for bigwigs like TCS ? If not then why would they get into it ?The big corporate groups have enough muscle to outmuscle anybody if they wish but the reward have to be large enough .Also TCS infy etc are not in the ATM deployment business themselves…sure they can develop these softwares but they have to sell it to companies like CMS who deploy and manage ATMs .