The margins were better and the rural demand seems to be picking up. I hope the bottom is near. Invested in Tata Consumer since 2020.
Posts tagged Value Pickr
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (25-04-2024)
as expected 12-14% dip since morning…now howering around 10%…lack of deposit growth from new accounts will hurt but more than anything else, inspite of knowing pretty well that their IT infra is weak, they never bothered…have a look at any of their apps, web sites…zero thought (in fact, negative thought has gone into it…the whole thought process is to ensure that no one can navigate easily and make a mess seems to be the motto)…ease of use, scale up, security, aesthetics, listening to the customer, all sub zero to the core…if I were at the top, I will sack the entire IT team
Tata Consumer Products Limited (TATACONSUM) (25-04-2024)
I too have invested in this & HUL. And bit worried about large caps in FMCG. The demand is not picking up… may be post-election things will change…
Samhi Hotels – Turnaround with Tailwinds (25-04-2024)
Nice Thesis. I too have invested in this stock and in Kamat Hotels.
Do you see any downside risk due to increased competition?
Is there any tailwinds specific to this company?
Indian Energy Exchange (IEX) (25-04-2024)
IGX has launched another new contract type, Small-Scale Liquefied Natural Gas (ssLNG) , on its platform. Volumes may not be that high in near future, but a good addition, nevertheless. More details here. As the article says, “The introduction of ssLNG contracts on IGX aims to address the growing gas demand from industries and CGD (City Gas Distribution) companies that do not have access to pipeline networks”.
I guess this will make sense only when there is a reasonable differential between LNG prices and crude prices given that cost of transportation of LNG via trucks is likely to be high. Thoughts?
Refex Renewables & Infrastructure Ltd (25-04-2024)
Add last financials & detailed risk analysis.
Force Motors – racing ahead! (25-04-2024)
Thanks so much for the response.
Yeah they seem to be adding new geographies like Nepal and central America ( Gautemala)
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (25-04-2024)
Hi. How do you see the result? On the face of it, seems negative, but market has not responded likewise. YoY sales were materially low may be due to restriction on export sales.
Indraprastha Gas Limited (Special situation/Long term) (25-04-2024)
Based on this interview, it looks like GAIL may also see a downward revision in HP pipeline tariff in the near future. That will bode well for IGL which receives its gas from the HVJ pipeline of GAIL. However, it is quite possible that the regulator may also ask IGL to share their city pipeline infra at lower cost if another player starts operations. I can’t seem to find any information about potential new CGD entrants in NCR. If someone’s tracking this and has some idea, please do share.