Recently, there has been a devaluation of credit card incentives. Credit cards and banks provide significant revenue to DFS.
To access lounges, banks are asking its customers to spend a certain amount. Like customers will have to spend a minimum of 10k/month to access the quarterly lounge benefit.
These have been on most issued entry level cards which i think will have a short term impact on dreamfolks revenue. I intend to quiz the management about it in the next concall.
Posts tagged Value Pickr
Dreamfolks services limited( DFS) (16-04-2024)
Olectra Greentech – Electric Bus Opportunity (16-04-2024)
Only JBM is leading in bus category.
Interestingly PMI numbers also down by 37%.
I hope this year Olectra numbers will be good as 1st phase of expansion is about to complete and 2nd phase will also get completed in the Q2FY25
Amara Raja Energy & Mobility Limited: Powering Ahead (16-04-2024)
I agree with you but in march only promoter has increased the stake by 4.8 % that can increase promoter holding over period of time
The strange case of Infra Bees (16-04-2024)
Right, i thought etfs are safe. Apparently they are not.
Dreamfolks services limited( DFS) (16-04-2024)
As long as they are limited to indian market then there will not be any exponential growth revenues, growth from increase in air traffic and lounge foot fall only drive the business.
Deals with the lounges in foreign countries only add some minimal contribution because these deals will allow indian card holders to utilize the lounge access in those countries, but what i am looking since listing is winning a single deal to offer lounge services to banks/card network providers of foreign countries in their homeland and abroad for their customers. This is not happening since listing, management keep on saying that this kind of deals will take time to close.
The strange case of Infra Bees (16-04-2024)
Low Volumes/Liquidity can make it easier to manipulate prices. Be wary of trading such instruments.
Salzer Electronics (16-04-2024)
This smart meter theme is very well explained in the below video.
Now its confirmed that single phase smart meter costs 3000/- and revenue potential of 4M smart meters would be 1200 Cr, which is ~ FY24 revenues.
10 Cr meters order was already placed, approx 15cr order is yet to place. Most of the orders will be released in 6-8 month time.
Govt target is convert all meters to smart meters by FY25 end (Dead line seems to be impossible, it would be completed by FY26/27)
Supply, installation and Maintenance for 8-10 years will cost around 10000/- per smart meter. Life of smart meter is 10 years
Question 1) if salzer can get 1cr capacity on stream then this could be sustainable for 3-4 years based on capacities from the competitors after that time capacities would be with no orders and waiting for replacement orders of smart meters.
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whether they can able to get orders to utilize the capacity of 1 cr smart meters fully or not, there are lot of capacities coming from big corporate and small players also.
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If they can get order directly from DISCOM’s (at least few) then it would be margin lucrative rather than supplying to AMISPs with minimal margin.
Push For Smart Meters, Will They Be Affordable & Sustainable? | Sanjay Banga | Climate Clock Podcast
ASM Technologies – Engineering innovation (16-04-2024)
Hello everyone,
I am always trying to poke holes in any investment/investment thesis that I have. In that spirit, when a friend mentioned Mindteck to me recently, and highlighted how it had exposure to the semiconductor industry, it piqued my curiosity and I decided to give it a good look.
The main reason I looked at Mindteck was to determine how its capabilities compared to ASM Technologies, a long term and sizeable bet in my portfolio.
After reviewing Mindteck’s recent Annual Reports, Investor Presentations and AGM minutes, I have come to the following conclusions below:
• Mindteck has expertise in developing supporting software (apps, databases, etc.), and control systems (including factory automation systems) for semiconductor industry operations. In its filings, the company doesn’t explicitly mention client names, but is more open about project details when compared to ASM Technologies. Semiconductor industry clients include capital equipment manufacturers, subsystems vendors and fabs
• ASM Technologies also develops supporting software and control systems. However, unlike Mindteck, the company has capital equipment and process design expertise as well. This includes the prototyping and now even manufacturing (courtesy of its JV with Hind High Vacuum) of systems and subsystems that are critical to the semiconductor industry. The company is more cagey about project details, but from what little I can gather, the company’s client base is limited to semiconductor industry capital equipment manufacturers. If the manufacturing of its own equipment (either to capital equipment manufacturers or directly to fab operators) takes off, then this will be a huge win
• Process design, along with subsystem and system design, prototyping and manufacturing (whether it’s proprietary or as a contract manufacturer) is going to be a much harder domain for potential competitors to break into here in India, versus software and control system development
• Hence as far as the semiconductor domain is concerned, as it stands, if I were to pick just one company, I intend to stick with ASM Technologies
Curious to hear what others here think about the ASM vs Mindteck comparison, specifically as it pertains to their capabilities in the semiconductor domain.
The strange case of Infra Bees (16-04-2024)
Friends,
I noticed something weird in the market today so posting this to understand what could be the reason.
In the last ten minutes of trade, the price of Infra Bees ETF fluctuated wildly. From 866 it went up to 1044, and finally closed at 922.
How is such a wild swing possible in an ETF when the underlying stocks didn’t move at all?
I thought the price was a hoax, so i placed a sell order and it actually went through.
Attaching a screenshot of the closing price. It even hit the upper circuit just before close.
Valuepickr goes Europe (16-04-2024)
Hi ,
How can I be a part of this group
Thanks