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A couple of things bother me. But most importantly I invested in BCL with a short-term view.
(to be precise, wasn’t able to build a 3-5 year view on this and consulted someone. Then was able to build a short-term clarity) -
Seeing better opportunities for a 3-5-year view so wanted to cash out and prepare for volatile markets. Since the last few months, I have been slowly trying to remove stocks that need regular/quarterly tracking and BCL doesn’t make my preferred list.
Posts tagged Value Pickr
Priyank’s Portfolio (06-03-2024)
Microcap momentum portfolio (06-03-2024)
How do you calculate this?
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (06-03-2024)
Your understanding is correct. But Gold loan is provided for a small duration of time i.e. 6-9 months. So the current loans will become null by Dec 2024. And if company won’t give new gold loans, it means the gold loan book will become zero for IIFL by end of year.
And since expenses will still be same, it will hurt the earnings of company badly. I will be surprised if company is even able to manage current earnings in FY25.
Manappuram Finance (06-03-2024)
Jm financials is restricted for ipo financing .
And JM financial is the prime merchant banker of aashirwad microfinance. Subsidiary of manappuram.
Well, Just News impact i guess it should be… Ter is No Change in respective to financials or valuations perspective for long term.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (06-03-2024)
Am I correct in understanding that the current gold loan AUM won’t grow until RBI lifts the ban. But the existing borrowers in the gold loan portfolio will keep paying back the lent money plus everything else (Housing Loans etc.) works as is?
Disc. Invested, looking to add more.
South Indian Bank (06-03-2024)
It’s showing on my Zerodha account. You can check your ICICI demat
Time technoplast (06-03-2024)
Thanks Samarth, Many thanks for doing this. will definitely read and benefit from this.
Cheers.
Tata Investment Corporation: Unusual discount to NAV (06-03-2024)
Tata Sons IPO might be one of the reasons for rally as TIC holds 326 shares of Tata Sons.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (06-03-2024)
Good catch, but that’s reflect in the sell order and there are no buyers. I bought today and order placed within fractions of second since everyone wants to sell but no one wants to buy…