I am just curious. If a company has a stake in another, atleast some part of that company’s value should definitely reflect irrespective of being public or private. So shouldn’t tata chemical reflect some value tata sons irrespective of ipo.
Why not consider it like a promoter who will never sell his stake and collects dividends(like berkshire). I know that holdco discount theory but looking through another lens is also important. Today market might give reasons to have huge discounts in some holdco but later sentiments might change.
Feel free to counter.
Disc : not invested.
Posts tagged Value Pickr
Tata Chemicals Ltd (08-03-2024)
Tata Chemicals Ltd (08-03-2024)
(post deleted by author)
How to register with SEBI as a Research Analyst? (08-03-2024)
want to know still ignou provides work from home courses?
Omkar’s Portfolio Analysis and Discussion (08-03-2024)
On Suprajit.
How have you developed such patience to hold onto something which has not moved high over last few years. This is both share price as well as net profit. While Ebidta has increased because of top line, OPM margins have reduced and debt increased.
How does non performance on share value affect/does not affect you.
More of a question to understand emotional phychology rather than this specific stock since i have not tracked it all.
InterGlobe Aviation – Indigo (08-03-2024)
Synopsis
Promoter Rakesh Gangwal and entities are likely to sell a 3.3% stake in InterGlobe Aviation. The floor price for the sale has been fixed at Rs 2,925 a share, a discount of 6% to the current market price. Global investment banks JPMorgan Chase and Morgan Stanley are the brokers to the deal, reports said.
ASM Technologies – Engineering innovation (08-03-2024)
Thank you for the summary, @shanid
I am very keen to hear the details of this acquisition. When it comes to ASM Technologies, I have always been a big believer in the strong moat that they have in the semiconductor equipment design space, which no other Indian ER&D or IT services company has managed to create. As the pure design practice keeps transitioning to more of a true design led manufacturing practice, I want to see what role this acquisition will play.
In an ideal world, I would like to see ASM Technologies (through the JV with Hind High Vacuum) design, manufacture and sell its own equipment, systems and sub-systems for semiconductor manufacturing.
Disclosure of holding: I kept buying shares in ASM Technologies from 2021 to 2023, with an overall cost basis of ₹227. I have a fairly concentrated portfolio and do not own more than 10 companies at any given time.
Investing Basics – Feel free to ask the most basic questions (08-03-2024)
Is there any platform specifically designed for management’s analysis explaining details of the promoters, their merits and alliances with political leaders, litigations against them ?
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (08-03-2024)
Please go through the report before you take a call on GEL
13032023075844_Gensol_Engineering_Limited (1).pdf (156.5 KB)
Buy Unlisted Shares (08-03-2024)
Good luck. Demand/Supply mismatch ruling the price points, not sure if its sustainable in the short term. Good scrip, would be interesting to see the case clearance, 12 months financial data prior to IPO and then markets giving 30PE? may be and we have the IPO price band.