Recent article on toy industry shift from china to india.
Disclaimer: Invested in July 2022
Posts tagged Value Pickr
Hindustan Unilever (HUL) (20-03-2024)
Post merger of GSK CH business into HUL, the equity on balance sheet shot up significantly. The denominator in RoE shot up in last 3 yrs hence RoE looks reduced
Investing Basics – Feel free to ask the most basic questions (20-03-2024)
Hello all,
I have a question. Why is HUL’s RoE dropping quite significantly.
Screenshot from screener.in
Thanks
Hindustan Unilever (HUL) (20-03-2024)
Hello all,
I have a question. Why is HUL’s RoE dropping quite significantly.
Screenshot from screener.in
Raymond – The Complete Man (20-03-2024)
Trying to make amends with his father ? If yes, it’s good for them and for company
Raymond – The Complete Man (20-03-2024)
As far as I know, the in-fighting in family over renovation costs of JK House (if it should be taken up by Raymond Ltd or not) was the major issue that created lot of headlines many years ago.
Other than that, there was a recent news article about how Gautam Singhania bought foreign luxury cars using company resources & people to avoid customs duty
Not sure of any other issue
Paushak Ltd. – Alembic’s agrochemical business (20-03-2024)
I think the fall in revenue this year can be attributed to this ,no matter how strong the moat, 100 times pe is never justified.The company still makes 80% of its revenue from india but this was in Fy 22 when the extra capacity had not hit.They have mentioned that they would be using the extra capacity to venture into for newer product segments which will have lower margins.
This is the only chemical company i recently invested in and in a very small percentage due to the current valuations ,no matter how good the moat maybe but it only protects them in india with recession looming around the world restrictions ,going forward i would like to track topline,margins,capacity utilisation and where the revenue comes from to increase my holding %.
Raymond – The Complete Man (20-03-2024)
Sir, would you mind sharing your analysis here for the benefit of all members?
Sorry, I have no idea about corporate governance issue. Thanks
Need suggestion on portfolio SK (20-03-2024)
Hey @mylu – what made you move out of BHEL? What did you find in the CAG report then?
Ujjivan Financial – Small Finance Bank (20-03-2024)
No issues fundamentally. Selling or holding is upto you