Entering into main e-commerce with the 10min model. This has huge potential. In addition, the accompanying ad-revenue will also be huge.
They already sold iphones, gold coins in Q3. They can extend this to other major categories as well
Posts tagged Value Pickr
Zomato – Should you order? (12-03-2024)
DCX Systems Ltd (12-03-2024)
In the recent concall the management indicated Margins to improve but has stayed away from mentioning numbers, they also mentioned margins are expected to improve with Raneal’s operations
Beta Drugs Limited (12-03-2024)
great job.
Adding a point, it’s expecting 290cr+ revenue for FY24.
NetWeb Technologies (Supercomputing?) (12-03-2024)
Nvidia mentions Netweb as only elite OEM partner for AI system
I saw the video however I wonder why only Netweb was mentioned. Its strange cos Dell India and Supermicro India also manufacture servers on which Nvidia GPUs are be hosted and have a lot wider adoption. Something extremely fishy here on how netweb is being propped up. Although they claim they have enterprise customers I don’t see any enterprise customers mentioned on their website. With enterprise customers they may be implying the likes of ONGC and PSU banks.
HP, VVDN, and Lenovo will start server manufacturing in India like netweb under PLI 2.0.
Varanium Cloud SME, the next Brightcomm Group? (12-03-2024)
If I am not wrong SME companies are not regulated by SEBI.
Sukhjitstarch and chem (BSE CODE 524542) (12-03-2024)
Also promoters are buying shares. This feb itself they have bought 34 lakh rupees worth of shares.
Sukhjitstarch and chem (BSE CODE 524542) (12-03-2024)
Also promoters are buying shares. This feb itself they have bought 34 lakh rupees worth of shares.
UPL Ltd – global agrochemical company (12-03-2024)
Is it a value stock or a value trap though?
The main problem that has emerged recently is their high debt levels (incl. high working capital reqs.) which are significantly worsened in a soft worldwide agrochems market.
China is a big landmine, with excess capacity at home, they are dumping.
Demand may revive, but what about china?
Exclusion from index is also a bad thing.
Overall, it does not look like a good thing to buy or hold right now. The long term growth will also be slower this decade compared to last (perhaps high single digit). There is no visibility on when rate cuts will begin worldwide also.
IMHO this is not yet peak pessimism and more pain can be expected.
DISCLOSURE – just a lay person, i am also known to be an idiot, so …
UPL Ltd – global agrochemical company (12-03-2024)
Is it a value stock or a value trap though?
The main problem that has emerged recently is their high debt levels (incl. high working capital reqs.) which are significantly worsened in a soft worldwide agrochems market.
China is a big landmine, with excess capacity at home, they are dumping.
Demand may revive, but what about china?
Exclusion from index is also a bad thing.
Overall, it does not look like a good thing to buy or hold right now. The long term growth will also be slower this decade compared to last (perhaps high single digit). There is no visibility on when rate cuts will begin worldwide also.
IMHO this is not yet peak pessimism and more pain can be expected.
DISCLOSURE – just a lay person, i am also known to be an idiot, so …