Nice article on the threat from AI video generator . The debate on whether AI is a boon or bane for Vfx companies is still inconclusive.
Disc : Invested in phantom, basilic and Digikore .
Posts tagged Value Pickr
Popees ( formerly Archana Software, SSL finance) (09-03-2024)
Please share the source of this info.
Microcap momentum portfolio (09-03-2024)
On what basis do you select the top 25 stocks out of the 250? I am planning to employ your strategy only on the top 5.
Also, do you think it’s better to use your strategy on smallcap stocks rather than microcap in order to avoid liquidity issues?
Thirumalai Chemicals – A chemical Company (09-03-2024)
so net net there can be supply void to equilibirium for 1 yr-1.5 yr after that with new capacities coming from all the domestic palyers ,Supply will be higher than deman ,So,Should create pressure on realisation on PAN ,Having said that both I G and Thirumali both venturing into diifferent down stream chemicals.IMHO it is very important to see how that pans out
Thirumalai Chemicals – A chemical Company (09-03-2024)
Thirumalai recent credit rating report
With regard to supply, the market dynamics change significantly based on the production and consumption in key markets such as China, Korea and South East Asia. Though TCL has medium to long-term contracts with many customers, the product realisations are volatile. Imports of PAN had moderated to 94,250 MT in FY2023 from 1,21,211 MT in FY2022 due to trade protection measures on imports from several regions. Going forward, as domestic demand is higher than the domestic capacity, the offtake risk for producers like TCL is low at present and is likely to remain so in the near term. However, domestic PAN companies are undertaking significant capex. Hence, once the capacities are stable, PAN is expected to be exported for a period of 1-2 years before domestic demand matches the increased supply.
Thirumalai Chemicals – A chemical Company (09-03-2024)
I G petrochem is no.1 PLayer with largest capacity around 2,70,000 ,from their recent concall
Aditya Khetan: This improvement in spread, so this is largely because of the decline in OX prices? Pramod Bhandari: I think I will put it in that way that earlier when the PA prices have gone down, then OX prices has remained more or less same. So, there is a compress in the overall margin. Now, the OX prices has remained same because of the ongoing demand which we have seen the recovery, the PA prices has improved. So, the margin has improved. Earlier, it was depressed because the OX prices remain same, PA prices were depressed. Now, OX prices has improved slightly, but PA prices compared to the OX prices have gone up sharply because of the continuous demand from the downstream segment. It’s about the size. aditya Khetan: So, PA prices have actually gone up. Okay. So, sir, with the recent price in the crude prices again
now we have started to see crude prices rising. So, these OX prices might not remain at that
level, they will also start to go up.
Pramod Bhandari: I understand that, but generally what happened is, when the crude prices gone up, there are late
lag impact on the OX and then it is on PA. So, it’s generally a 15 to 30 days lag effectwhich will
be there. Directionally, when the crude prices go up, OX prices go up and accordingly PA price
also go up. Then the crude prices go up, It doesn’t go immediately, probably by one, one and ahalf month you can see the impact on both OX and PA. One more thing I need to clarify. When
the price goes down
Long term bonds (09-03-2024)
This was a hypothetical question. I don’t like Debt ETFs for reasons mentioned above.
I don’t want to be on mercy of fund house. When I invest in debt instrument as a small investor, I want it to be legally binding on fund house to redeem at NAV and credit my account next day. I used debt MFs regularly.
Also, why should one invest in these ETFs as returns are also lower that actively managed funds despite much higher expense ratios.
This comparison is for regular active plans. Direct plans funds expenses are much lower and therefore out performance will be much higher.
Long term bonds (09-03-2024)
Which ETF do you have? I can ask the AMC and let you know.
Neuland Laboratories Limited – Transformation towards niche APIs? (09-03-2024)
can any one provide with his linkedin id please,