Around 60%. The term is AR or Acceptance Ratio. 57/94 were accepted.
Posts tagged Value Pickr
The Anti-Portfolio (28-06-2024)
Just holding on for a steep rise
Yes, momentum took me by surprise, I don’t know much detail, thesis was just based on the ev charging and bess/grid storage boom, for the long-term, betting on a biggie player.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (28-06-2024)
Finally some good announcement after a long long time. But this also suggests that the Q1FY25 numbers will be very similar to the last quarter’s numbers. Market might not like the flat topline for 2 consecutive quarters, although the bottom line seems to be making up for it by keep the profit growth steady. Let’s see how the market reacts.
Mutual Funds I am investing (28-06-2024)
what is the allocation and does it changes with market performance?
Mutual Funds I am investing (28-06-2024)
quantMF shared another email regarding the issue and shared a 1hr zoom call recording of their assessment of the scenario.
quant MF - Important Update + FAQs + Risk & Liquidity Assessment
Personal assessment:
I am reading “front-running”, “exits” and other keywords/accusations but what I haven’t read in any of the articles is a statement from SEBI spokesperson themselves. A statement from them would, in due time, bring this matter to an end and give clear direction to take action.
I hope I’m not overlooking anything out in this assessment.
Disc: Invested in quantMF. Not buying anymore until story develops.
BEML – Disinvestment (28-06-2024)
Qtrly Results of March 2024 has this in Independent Auditor’s reports section.
As of Oct 2022 value of property is 2325 Crs.
2023 & 2024 should have increased property prices still further IMO which is based on BLR real estate Txns.
MCap today is 1230 Crs
Disclosure: Invested ~2% of PF at these levels
Amara Raja Energy & Mobility Limited: Powering Ahead (28-06-2024)
Can you please share link to the whole report or a pdf?