Many experts have started the countdown to a possible Iranian attack on Israel. Some reports suggest it might take place within 48 hours.
In my opinion, Iran will not risk an escalation because it’s focus is on building nuclear bombs for permanent deterrence and any conflict now would be counterproductive.
But, in case the fears turn out to be right, how will it impact the Indian economy? We have already seen a spike in crude and perhaps safe-haven buying of gold. Request boarders to share their views and insights.
Posts tagged Value Pickr
Iran-Israel conflict and its impact (12-04-2024)
Edelweiss Financial Services (12-04-2024)
edelweiss is good, but Nuvama is much superior business model and as management is confident of having Flywheel effect with the scale they have achieved from here…
dis: extremely biased, heavily invested and with recent highs in share value it makes up 50% of my portfolio.
Geospatial sector – Sunrise Opportunity (12-04-2024)
kindly give some information on Technical Entry point on the same
Grauer and Weil Limited- 101 out of 100? (12-04-2024)
Bonus does not give any advantage to share holder except it increases liquidity of stock
“Bonus issue may increase the number of shares you are holding but the price of the shares would fall proportionally to the ratio, having no overall affect on the monetary value of your holdings.”
.disc…invested in grauer
Aditya Birla Fashion and Retail Ltd (12-04-2024)
I will endorse your views as i am also holding this for 4 years now, we need to keep holding and see value emerging after demerger. Lifestyle will get a good traction and valuation. I still believe post demerger combind market cap may be in range of 40-50 K INR. Demerger is in a right direction to create shareholder value. Debt levels have reduced to 2700 cr. Debt split may be between 35% and 65% after demerger where ABFRL will hold 65% of debt. ABL balance sheet will be clean and with future Sales of 10000 cr with EBIDTA margins of 14% -16%. Fair market cap may reach 28-35 K. ABFRL may be valued at 8-12 K market cap. Ethnic portfolio will do well for ABFRL.
No doubt we may see further demerger to seperate ethnic portfolio including TCNS, Tasva, Sabyasachi, Masaba, Jaypore, N&S etc.
I will still give this a chance till Dec 24.
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (12-04-2024)
The up move is really strong. All the solar related stocks are at high valuations.
Jubilant Ingrevia – Life Science Ingredients (LSI) (12-04-2024)
kindly give the Report details
Grauer and Weil Limited- 101 out of 100? (12-04-2024)
Why it is showing different price and pattern in NSE and BSE
HDFC Bank- we understand your world (12-04-2024)
How many shares of HDB financial shares will be credited to hdfc bank share holders?
Ami Organics – Pharma Intermediates & Specialty Chemicals (12-04-2024)
Raising QIP…not exceeding ₹ 5,000 million 
Raising QIP.pdf (900.8 KB)