This is in reference to Renal Business: Which one FY24(E) Rs 90 Cr and FY25(P) 140-145 Cr.
Hello Thank you for that in-depth breakdown regarding SULA, regarding the growth aspect of the organisation, don’t you think it’s a bit farfetched that SULA can reach the current UBL revenues 20 years down the lane? Even If the wine segment in India reaches 16-17% and SULA commands a 30% market share, I expect it to be 8x from current values.
DC: Invested, tracking to add more
I’m trying to find the pdf of HSBC report but they’re saying that Blinkit can be 3% of total digital ad spends in some years and Q3 shareholders letter pointed to growing ad revenues due to improved tracking enabled by Blinkit.
Also because of 10 min delivery, the brands are able to see results in quick time and understand consumer funnel.
Hi Rohit,
I too have found multiple threads with them using high res stock footage as their own machinery. Convinced about my decision completely and given the overall downturn in market – It has given chances for me to add to my existing position.
Dear folks who have invested in polymatech, I am not suggesting that the company is bad/scam but there is a lot of ethically wrong stuff they are doing (claiming production of semiconductors everywhere by carefully ignoring optical semi, Using stock footage as their own production footage) – Please add another round of due diligence on your positions.
Just my points – Can be taken or dropped.
Voldemort
Well a 35% correction from recent highs. This is despite ratings upgrade. Is the tax notice really weighing down on the stock? Any other concrete reasons apart from the tax notice?
This is not a demerger. This is listing of a subsidiary, for which majority will still be with HDFC Bank. Previously HDFC bank was the subsidiary and HDFC Limited was holding company. Now the structure will be similar to all other banks – like ICICI bank, Kotak etc where parent is a bank and will have listed subsidiaries with varying stake levels
Sitting on cash at the minute. My eyes are on the market fall/correction. As it happens, I am keen to investing in 3 themes.
@meekinvestor Meek !
The corridors and the news around it are always fast paced-short lived.It did seem like it ran into trouble with ME trouble.
Now, if we add Red sea trouble on to ME trouble, This corridor might offer an opportunity.Thats what these guys think.Impact of Red Sea crisis on trade will be seen in FY25, says think tank | Mint
The red sea trouble increased shipping/insurance costs, increased transit time.Countries in Asia, Africa and Europe will face the most disruption.
IMEC certainly is beneficial to India but needs to be evaluated, how red sea trouble has been affecting UAE and Soudi arabia.if it had an adverse effect on UAE&Soudi arabia’s commerce-Industry.We may see heightened urgency in execution.
If you are still tracking, How did the names do after you bought them ? what would be your outlook on those name after recent news and recent correction ?
Thankyou. Appreciate your reply.