Quarterly Update – Q4 FY2023-24
Posts tagged Value Pickr
Sula vineyards – pioneers in indian wines (05-04-2024)
Each post must be of minimum 20 characters.
My message was very short and would not have been allowed without it
Muthoot Microfin Limited is it next JP Morgan? (05-04-2024)
And the future of this looks very promising as institutional investors are very optimistic.
Bajaj Finance Limited (05-04-2024)
Provisional results for Q4 FY24.
The AUM growth despite RBI restrictions are pretty impressive.
It would be interesting to see how much of the incremental 19k Crore Aum growth this quarter (83k crore this year) came from existing customers vs new customers.
bfl-Pre-result-earning-disclosure-for-q4-fy24pdf.pdf (188.3 KB)
Force Motors – racing ahead! (05-04-2024)
Monthly Business Updates (March 2024)
Cumulative details:
Higest ever sales of 9118 vehicles.
Ujjivan Financial – Small Finance Bank (05-04-2024)
Yes, if you have decided to buy SFB, then FS is a better pick
Shankara Build Pro – Building Materials Organised Retail (05-04-2024)
Source: Arihant Conference
Is Buy and Forget a Myth? (05-04-2024)
But then with this logic, you wont be able to follow trend which is expected in momentum investing. All trends are always of such nature that pendulum moves in the extreme direction and ppl say good bye to logic. But thats essentially momentum and trend following. With this thinking you will remain a value investor 
Action construction equipment ltd (05-04-2024)
The base is already high when it went to Capex spending on infra went 11Lakh crore last year, so it only makes sense to have a more moderated growth in spending, increasing it at a rate of 25-30% CAGR isn’t sustainable, but you have to note that its already a high Capex spend, they are the market leader in crane segment, and ACE’s capacity can be increased much further when you compare them to other global leaders that manufactures crane. But the stock compounding at 40-50% CAGR from current levels, is an insane ask tbh 
The budgeted spending is intact and there are no issues with it as per me.
They will need more capacity, to deliver growth, they are currently incurring CAPEX, and also have set target to double revenues by FY26 or FY27 if I remember it correctly.
(Btw, what stock will do, no one knows)
disclosure : invested.
Ujjivan Financial – Small Finance Bank (05-04-2024)
Should one buy Ujjiivan Financial Services as proxy play for Ujjivan SFB?
UFS closed at 557 on NSE today. As the swap ratio is 116 shares of Ujjivan SFB for every 10 shares of Ujjivan FS. So 5570 spent on Ujjivan FS will get you 116 shares of Ujjivan SFB. That makes it roughly 48 rupees per share, as against current market price that is 55.9 per share. I certainly see this as an opportunity. Am I missing something? Please share you views. I have not studies Ujjivan stocks deeply, as some of the members here might have.