Does anyone have an insight into the nitric acid expansion. Historically, they have sold 20% of the produced volumes externally. I am wondering how to think about the upcoming capacity in those terms.
Posts tagged Value Pickr
Swiss Military Consumer Goods (12-04-2024)
Thank you for the detailed information. I’ve also invested just a tracking quantity and am waiting for some triggers to add more. I’m a little worried about companies overdiversification. Also, if the company can focus on the right products with a clear approach, this can lead to gaining more market share. If the company fails to do so, it’ll be harder to perform.
disc: I’m not SEBI registered, and it’s a biased comment.
Edelweiss Financial Services (12-04-2024)
if you see in US the wealth management companies like Blackrock vanguard etc, the bigger gets bigger… Now compare it with India hardly 4-5 major players for such a huge market. say from 4 trillion India gets to 6 Trillion in next 2-3 year and with the market share Nuvama Commands now its AUM can grow from 3.3 lakh crore to 6.6 lakh crore(Conservatively), then revenue will easily be around 6k Cr, valuation would be at 15k/share.
Premier Explosives (12-04-2024)
The Rs 864cr capex plan is spread into three stages and is a ten-year plan, as directed by the MD.
High defense explosives would be the focus of the first phase (Investment required Rs 200cr approx.), with ammunition and propellants taking up the next two. Phase 1 will begin right away and is anticipated to be completed by the end of FY25.
FIIs in India and Rupee Depreciation Hedge (12-04-2024)
Why do FIIs invest in India if there’s almost 4% depreciation annually? Also, any way I can get data on how much of their portfolio is currency hedged? Thanks
Companies with 20%+ growth guidance for next few years (12-04-2024)
I just looked at the company and find last three years numbers quite impressive. Business model also looks quite compelling.
Any idea what triggers led to price rerating of the stock as it did nothing for its investors for more than 10 years before covid?
Edelweiss Financial Services (12-04-2024)
How do you value a wealth management business?