Any comments on Avantel’s results? At first glance they look very disappointing. Sales down to 41 crore from 52 crore last year QoQ whereas the years previous three quarters did upwards of 50 easily. Out of these also, 17 crore is inventory of previous quarter which got executed I guess this quarter.
Posts tagged Value Pickr
Tech Mahindra – It was Satyam Once Upon! (25-04-2024)
Was the past year the worst possible year. Decreased Margins, Sales decreases, I think one of the only big consulting company to report yoy decrease of sales. Profits are evaporated 51% decrease YOY. Is this extremely overvalued?
https://www.bseindia.com/xml-data/corpfiling/AttachLive/50792df3-fab1-40b9-a1ab-77f9bfd20aed.pdf
Indian Energy Exchange (IEX) (25-04-2024)
The answer to your question is quite subjective. Sharing my view here (nothing new really. most of it is covered in the thread).
IEX has the overhang of market coupling. Till it is decided one way or the other, uncertainty exists. While it was oversold as a platform story in 2021, it still has advantages of network effect, provided market coupling is not implemented.
My view is that – there will be gradual shift in volumes to exchanges (which is already happening). Power consumption in India will go up at a steady phase and with renewables increasing in the mix, exchanges have a greater role to play. What will happen to stock price in short term is anyone’s guess, in long term – this is an asset light business, no debt, high free cash flow generating, good amount of continued innovation and first mover advantage that IEX has, would support this to be a compounder (subject to uncertainty of market coupling and pricing risk by regulator).
disc – invested from lower levels.
SKM Egg Products – thinking out of the shell (25-04-2024)
Not opening can u copy paste it.
Screener.in: The destination for Intelligent Screening & Reporting in India (25-04-2024)
Sir, Creating an alert for bonus or stock split filings on Screener.in involves setting up specific criteria to notify you when such events occur. Here’s how you can do it:
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Sign in: Log in to your Screener.in account.
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Set up a Screen: Go to the “Screeners” section and create a new screen or choose an existing one.
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Define Criteria: Define the criteria for bonus or stock split filings. You can do this by selecting relevant parameters like bonus ratio, stock split ratio, etc. For example, you might set a condition like “Bonus Ratio > 0” or “Stock Split Ratio > 1:1”.
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Save the Screen: Once you’ve set up the criteria, save the screen with a recognizable name.
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Activate Alerts: Look for an option to set up alerts within the screen or profile settings. Configure the alert settings to notify you via email or any preferred method when the criteria are met.
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Test the Alert: Before relying on the alert system, test it to ensure you receive notifications properly.
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Monitor: Keep an eye on your alerts and adjust the criteria if needed to ensure you capture the relevant bonus or stock split filings.
By following these steps, you should be able to create alerts for bonus or stock split filings on Screener.in.
INOX Wind (25-04-2024)
Thank you for the clarification. Any idea what the timeline looks from here for the reverse-merger?
Amit Singh Learning page (25-04-2024)
WHATS YOUR view on SWSOLAR ? how similar is its business model to WRTL ?
How is promoter quality execution track record and opp size for SWsolar & WRTL?
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (25-04-2024)
Bank may overcome this in the long run, but, my major concern is 811 is headed by Jay Kotak.
How can he be so lax? May be honest mistake, and, part of his learning curve. May be.
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (25-04-2024)
Bank may overcome this in the long run, but, my major concern is 811 is headed by Jay Kotak.
How can he be so lax? May be honest mistake, and, part of his learning curve. May be.