Paytm’s UPI transactions dropped in February by 7.6% compared to January 2024, that is, 1.33 billion transactions from 1.44 billion transactions.
Posts tagged Value Pickr
Present Market: Views (06-03-2024)
Ace investment Manager’s views
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (06-03-2024)
That’s a detailed data, what is the website used? Yes a hell lot of them exited the scrip. Yes Fairfax’s investment is a respite, have to see how it will play out.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (06-03-2024)
Seems Institutions have better data/decision-making data than us – A hell lot of MFs exited in Feb 2024. I have not exited – tried adding a limit order which did not executed but with Prem Watsa providing more capital I don’t think it’s doomsday yet.
Here are some of them who exited: A huge list
Manappuram Finance (06-03-2024)
From highs of 199 yesterday to low of 169 right now – is this not fishy? Just in fear of scrutiny, this would be an overreaction.
Anyone has an updated view? Seems like a good buying opportunity otherwise
Praveen’s Portfolio (06-03-2024)
Any idea why Mufti keeps getting hammered ? cmp : 206
Rategain – Fast Growing SaaS Leader (06-03-2024)
I recently read the RateGain and wrote my understanding of the company in the following link.
My Note:
DELHIVERY – One stop solution for shipping and parcel delivery (06-03-2024)
Yes . It is also possible that for growing aggressively or to gain market share they had compromised on the customer quality in the past . In the latest concall also they have stated that now they are avoiding customers where there is no profitability on the pricing front . Main point is to course correct on this front and focus on customer quality from now onwards .
Burger King ~ Whopper of an Opportunity (06-03-2024)
Just wondering why Parent RBI did not give Popeyes to this entity RBA (where it hold some stake, if I am right – 15%*0.4)and gone had with Jubilant Foodworks though RBA have franchise for Popeyes in Indonesia. In past, if I remember correctly RBI had 40% of promoter company not sure what it is now after Everstone sell. Thanks!
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (06-03-2024)
Fairfax India agrees to invest upto US$200 million liquidity support to IIFL Finance Limited