Thanks, I wish they offered more detail.

Interested in hearing your insight on Manappuram:

1. Can Manappuram sustain growth in gold loans amidst increasing competition?
2. Will they uphold asset quality as their non-gold portfolio expand rapidly?
3. Given the operational intensity of gold loans, can competitors keep up, or will they go away gradually?
4. Management claim that two-thirds of gold loans are still held by unorganized players, suggesting ample room for growth. How accurate is this ?
5. Will the RBI permit further branch openings and approve their IPO?
6. where will gold price go from here 1500-2000 dollars or 2000-2500 dollars
7. can digitalisation and AI take over their business
8. can non gold loan profit cross gold loan profit as they are growing fast and profits are high
9. when can we consider it as a well diversified company

The market has numerous doubts , hence Manappuram’s valuations are appealing and undervalued.
Manappuram has proved itself consistently navigated through turbulent times.( demonitsation ,covid ,fluctuating gold prices ,ED raid )
Also they are the first one before muthoot to diversify in non gold aggressively ,later muthoot realised its importance and now they are also trying

Yep , demerger will unlock value significantly. As far as I can see there are 4-5 big companies within Reliance. Green energy, O2C, Jio, Retail and media

Dear ValuePickr Members,

I trust this message finds you well. I am currently conducting research on listed Indian companies suspected of engaging in accounting fraud, specifically financial shenanigans. I am reaching out to seek your valuable insights and recommendations regarding such companies.

If any of you have knowledge about Indian companies that have been involved in accounting fraud, I kindly request you to provide the names of the companies, along with the year in which the incidents occurred. Additionally, if available, please share details on the methods employed or the extent of the fraudulent activities.

Your cooperation in this matter would be greatly appreciated, and your input will contribute significantly to the research. I look forward to receiving your responses and thank you in advance for your assistance.

Note – I already have complied a list of companies that did accounting fraud, please let me know if you have any more companies in addition to this list.

1. Satyam Computer – INE275A01028
2. Cox and Kings – INE391Z01012
3. Ricoh India – INE291B01015
4. IL&FS – INE871D04048
5. Yes Bank – INE528G01035
6. C G Power – INE067A01029
7. DHFL – INE202B01012
8. Jet Airways – INE802G01018
9. Bhushan Steel – INE824B01021
10. Cafe Coffee Day – INE335K01011
11. RELIGARE – INE621H01010
12. Kwality – INE775B01025
13. Manpasand Beverages – INE122R01018
14. PC Jewelers – INE785M01013 .
15. Punjab National Bank – INE160A01022
16. Jaypee Infratech – INE099J01015
17. Amtek Auto – INE130C01021
18. DECCAN CHRONICLE HOLDINGS – INE137G01027
19. Eros International Media Ltd – INE416L01017
20. Brightcom – INE425B01027

Regards,
Fawaaz.