You are correct. HDFCBK is the parent company of HDFCAMC & HDFCLife. When any of these entities want to increase their holding in banks (for investment purposes), they need to seek RBI nod, made in the HDFCBK name.
Posts tagged Value Pickr
Mayur Uniquoters ~ Market Leader in Indian Synthetic Leather Market (12-02-2024)
One of the analyst asked if any professional management needed to brought in. For Mr. Suresh replied in detail that their 1st priority is the bottom line and not the top line. In a way he’s correct but how log the investors will be patient needs to bee seen
Welcome to ValuePickr Investing Forums (12-02-2024)
Thank you. This is very useful to get started.
Chalet Hotels – Playing on discretionary spend (12-02-2024)
The company plans on a QIP.
PDS Limited – A platform for entrepreneurs (12-02-2024)
@Chins thanks for the work you put in!
Was trying to do some digging from my end as well, could you point me to the source where management talks about 1000cr PAT by 2027
IRM Energy – A new kid on the (listed CGD) block (12-02-2024)
HDFC sec raises target to Rs 665 based on Q3 results
Share India Securities – will they give security to Retail (12-02-2024)
Where did you find pledge going down?
As per Stockedge it has increased in Dec qtr
Sandhar Technologies – An emerging market leader (12-02-2024)
Hi @Anubhav_Garg , thanks for writing in.
I am not aware of the guidance given by the company.
On cyclicality: I think underlying industry is cyclical. However, company has not shrunk substantially on margins or revenues in the last 7 years (barring covid years). Mainly driven by introduction of new products (metal sheet, die casting), higher content value per vehicle (manual locks to smart locks) and ram-up of subsidiary operations (capex fruition).
2 Wheeler sales has been largely flat over the past 3 to 5 years. However, company has grown its sales in 20-25% range for the past two full fiscals and current 9M.
Source: https://www.careratings.com/uploads/newsfiles/1685956360_Two%20Wheeler%20FY24%20Outlook_CareEdge.pdf
Disclosure: own it and added more in last 30 days.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.
Zomato – Should you order? (12-02-2024)
- Restaurant additions on zomato’s platform has been a significant contributor to the 27% YoY growth in GOV.
- Significant portion of new restaurants it added to the platform were cloud kitchens.
Linc Ltd: Writing the future of Bharat (12-02-2024)
I think one should not panic because of less sales
If you are thinking of long term Linc has good products and business
Good time to buy and average
I don’t have money to invest , if I had I would have invested good amount for long term
Just compare it with nifty bullishness in long term and linc ltd , just you have to watch margin of safety