I heard from someone who is associated with Nalco that they have one of the best mines in the world with very good alumina percentage…which has significant cost advantage in the production of aluminium.
Posts tagged Value Pickr
IDFC First Bank Limited (14-02-2024)
Very interesting analysis. The high opex also reflects in low ROA/ROE/ROCE of this bank (which is improving over the past few years). What remains to be seen is how Guidance 2.0 that has been given will be executed by the management. If ROE comes up to 17-18% over the next five years, it shall be very positive development.
Excerpt of Interview by Mr Vaidyanathan
How to register with SEBI as a Research Analyst? (14-02-2024)
If you believe your experience is what SEBI will accept as “relevant” experience i.e. matching the tasks a typical RA would do, you are eligible. Only you know what your experience is and how that maps on to the job responsibilities of RA. Of course, you will have to convince SEBI on the same.
PayTM (One 97 Communications Ltd) (14-02-2024)
With 150 Rs/share in cash, seems like a deep value now assuming company gets out of this muddle…
Bull therapy 101-thread for technical analysis with the fundamentals (14-02-2024)
Mar’23 qtr ceinsys tech margins were 30% which is not the trend, thus inspite of higher topline, there is a chance that op profit may show a dip. Any thoughts?
Bull therapy 101-thread for technical analysis with the fundamentals (14-02-2024)
Mar’23 qtr ceinsys tech margins were 30% which is not the trend, thus inspite of higher topline, there is a chance that op profit may show a dip. Any thoughts?
Bull therapy 101-thread for technical analysis with the fundamentals (14-02-2024)
(post deleted by author)
Bull therapy 101-thread for technical analysis with the fundamentals (14-02-2024)
(post deleted by author)
The Anti-Portfolio (14-02-2024)
Hi Vikas, Pls explain why PFC? Its valuations have already runup quite a lot!
At 1.5 P/B Vs 10 yr avg of 0.7; so more than 2X!
What makes you bullish at this stage? Do you anticipate the volume of projects financed growing by more than 2X in the next few years?
The Anti-Portfolio (14-02-2024)
Hi Vikas, Pls explain why PFC? Its valuations have already runup quite a lot!
At 1.5 P/B Vs 10 yr avg of 0.7; so more than 2X!
What makes you bullish at this stage? Do you anticipate the volume of projects financed growing by more than 2X in the next few years?