Loans originating for idfc bank are primarily digital as once VV told as branches will get matured more loans will originate from branches so agents commision ie other expenses will get reduced…
Posts tagged Value Pickr
Piramal Pharma Limited (11-05-2024)
Good results from PP. The innovation share of CDMO increased to 50 %, Integrated projects are now 40%, and Innovator business $116 M doubled. Piramal Pharma is back to 23% EBIDTA. Remember a year back some influencers were calling management incompetent, that was the best time to buy. In my opinion, they have the best assets to execute large orders of big pharma. Multicountry manufacturing is not easy but once you have mastered it then it benefits with big projects. Contract manufacturing esp of Pharma will go to large players and it will consolidate with few very large contract manufacturers of patent products.
Piramal Enterprises Ltd (11-05-2024)
Hi,
I have a basic question related to their GNNPA / NNPA calculation. As per the latest presentation (side #48):
Provision (% of total AUM) = 5.1%
GNPA ratio (assuming this is % of total AUM) = 2.4%
So shouldn’t the NNPA ratio be -2.7% (2.4% – 5.1%)? As per them, it is 0.8%. Why is that? Likely, I am missing something obvious.
Thanks!
INOX Wind (11-05-2024)
Personally, I have no opinion Sir, maybe someone else has one on this topic.
Addictive Learning Technology limited (LAWSIKHO) (11-05-2024)
I spoke to a few of my lawyer friends and some of them have used Lawsikho’s services mostly for jobs in other countries and resume additions. They are all happy with the services, especially mentioning that their customer care is very quick and professional. They did face some UI and payment gateway-related issues but these were quickly resolved. They do see an opportunity in this space and said it’s a popular portal amongst lawyers, when I asked them about competitors they said there are a few but not a niche lawyer-focused one like Lawsikho, and the biggest difference according to them is the assistance Lawsikho provides when it comes to placements and the quality of courses is much better.
The only thing bothering me is the runway being too small only a 1200 cr market which will never be captured by one player, they will have to diversify into other spaces. The question is do they plan to do so? If yes will the USP of being a Niche player remain intact?
Disclosure – Researching and not invested.
Route Mobile – Internet, Mobile & Telecom (11-05-2024)
They have to take down the holding to 75% in next 3 years
Hitesh portfolio (11-05-2024)
Hi Hitesh,
I can see divergence in weekly RSI for almost all indexes excluding bank & financials.
e.g. Nifty 500 since the 2nd week of Jan 2024 until 22nd April the RSI has been making lower lows while the market has been moving up.
Would you read too much into it?
aside, most businesses I track have shown moderate to low growth Quater on Quater, it could simply be a coincidence.
Any thoughts?
Smallcap momentum portfolio (11-05-2024)
Thank you so much Sir
Smallcap momentum portfolio (11-05-2024)
Clear Sir, Thank you so much.
If possible just provide how to calculate the date for 12 and 6 months.
What I have understood is, what is the date of the last trading day look to the date 1 year ago if present take it or the nearest Friday after that, not before that,
for 6 months:- look for the date 6 months ago and choose the nearest Friday just after our date not before.
Anant Raj Limited (11-05-2024)
Seems like its priced to perfection. With competitors like Microsoft and Reliance, a small player may not be able to withstand. It has no associated business like Jio has in telecom. It could be exposed to market volatility.