Posts tagged Value Pickr
Zen technologies – A micro cap in the defense space! (13-02-2024)
I have found this on the website of a magazine name ProjectX. The news item is dated it’s from 10/Sep/2023. This news item talks about 160cr Anti drone contract award to Zen technology. What is of interest of us in this? The interesting thing is the prerequisite for award is 60% of indigenous content and Indian IP.
So, Can we conclude that all the components and firmware(software) cann’t be imported?
Zensar technologies (13-02-2024)
Thanks Hemant for your valuable insights about the margins normalizing. It is difficult for an outsider to view the industry dynamics. I have also been invested in Zensar since 2022 ,average cost being around 280. I have also been invested in OFSS since 2021 from 3000 levels and never sold, it now comprises 5% of my Pf. I liked the stickiness of the OFSS product and once a bank onboards OFSS it may not able to leave it in the long run or the costs may be very high. As fund mamagers are now dissing HDFC/Kotak/icici… I think it would be now prudent to buy at around 10-15% fall from here.
Tips Industries Limited – Ready to RACE ahead! (13-02-2024)
Was going through Pershing’s (PSH) 2023 annual ppt, wherein they discussed Universal Music group’s thesis and opportunity at hand
Disc: Invested from 2021 levels (position size here). No transactions in last-30 days.
Zen technologies – A micro cap in the defense space! (13-02-2024)
So only option is to ask them on the IP for anti-drones in the concall .
Rajesh Exports: Time to examine this story seriously? (13-02-2024)
Loll never seen this happen. Atleast mention the reason the dividend was not approved.
PI Industries – Superior Business Model (13-02-2024)
Surplus cash is Rs. 32,926 million. Refer page 6 result press release.
PayTM (One 97 Communications Ltd) (13-02-2024)
PPSL is 100% owned subsidiary of listed OCL. The other para which takes about change in ownership is about the VSS acquisition of part ant group stake in parent company, not about PPSL
Just to highlight, VSS is not the biggest shareholder as they claimed. This is just eye wash transaction, still the real majority owner is Ant group. The transaction is structured in such a way so that on paper VSS name will appear as major shareholder. RBI is not stupid to fool them with this kind of dealings.
PayTM (One 97 Communications Ltd) (13-02-2024)
In a recent clarification, the company mentioned application of Payment Aggregator license by 100% subsidiary Paytm Payment Services Ltd (PPSL). It also mentions this:
We would also like to highlight that there have been changes in the ownership structure of the
Company, with the Paytm founder (Mr. Vijay Shekhar Sharma) now being the sole Significant
Beneficial Owner.
What is the meaning of this? Is PPSL not owned by the listed entity anymore?