So you mean to say that the dumping is still going onn ?
Posts tagged Value Pickr
Hiring Young Enthusiast l Investment Role Bangalore (07-03-2024)
Dear Folks, We are looking to hire one more analyst at our Bangalore office at the Hotel Leela, Indiranagar in Bangalore. Most of the above still applies, only the AUM is bigger.
Experience: Between 1-5 years of work experience
Approximate Salary: INR 6-15 lakhs (depending on experience)
Application process: Interested candidates should mail their resumes along with an investment pitch / stock idea (not more than 3 pages long – the shorter, the better) to rahul@himalayacapital.in and aditya@himalayacapital.in
Regards, Aditya
PS: The last time around we received 45 stock pitches and we ended up hiring one candidate the last time around.
Saregama India Ltd: India’s premier music publishing label (07-03-2024)
Anyone having any idea of what is going on in Digidrive Distributors Ltd?
As of Dec 2023, FIIs seem to be holding 17.65% which seems intriguing.
Want to understand if it is worth holding / adding to it?
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (07-03-2024)
This guy was in december. avoiding sugar stocks. sandip sabharwal: We are in a buy-on-pullbacks rather than sell-on-rallies market but avoid sugar stocks: Sandip Sabharwal – The Economic Times
Now one more guy,still avoiding sugar stocks, why they all having same tune ? Avoid sugar stocks, EVs may disappear like pagers if hydrogen fuel takes off: Cholamandalam Securities
basically they all saying to wait till the election result and policy clarification !
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (07-03-2024)
Any idea on sugar prices…
what i have found out it sugar prices had gone down in Feb but are going up again in March. Wholesale prices in UP more than 40/ kg and increasing small amounts every day… likely to reach 42 by march end.
Anybody has more information?
Tata Chemicals Ltd (07-03-2024)
Nice analysis and thanks for sharing. The key question is what is the rationale for applying this particular rate of discount. There are holding companies which are available at much higher discounts to the value of their holdings. For example KAMAHOLD (current market cap ~8570 crore) is available at less than 25% of the market value of its main holding of SRF Ltd (market cap ~72500 crore) in which it owns ~50.5% stake.
Arman Financial Services Ltd (07-03-2024)
Rating is upgraded by CARE to A- from BBB+.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (07-03-2024)
Updates on Capex: Source
HGCL is under-going a capacity expansion project at an estimated cost of Rs.40.41 crore. The proposed plant will be in Dhule, Maharashtra having installed capacity of recycling 100MT of waste tyres/day. The project is expected to commence operations from May/June 2024. The project cost is funded through issue of equity shares, internal accruals, and term loan from bank. Till February 2024, HGCL has incurred ~Rs.30 crore in the project. With 25% of costs yet to be incurred, there exist project implementation and stabilization risk.
Thirumalai Chemicals – A chemical Company (07-03-2024)
Could not find any where, please provide link or copy, paste the report.
Speculation, mis information can not be part of a research.
Investors get influenced by content in this platform, utmost care and validation required before posting anything here.
Underlying thought process is you are wrong if you are quoting some one they’re also wrong, the rating agency credibility diminish when such matters high lighted, and I will do that if you provide the evidence.
Thank you.
Thirumalai Chemicals – A chemical Company (07-03-2024)
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