I still don’t get it. I think credit score can be fetched from cibil database. There are logistical challenges as well. Let’s say a merchant plan to stick to paytm. He still has to get a new QR. And if he has a PPB account linked, then he has to get a new bank account linked. Merchant may think that when I’m going through all this hassle, why not change the service provider as well in one go, especially in cases where a rival approaches the merchant and offers him some one time onboarding benefits like some cashback or fee waiver for certain period of time.
Posts tagged Value Pickr
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (03-02-2024)
Dhampur Sugar Q3 Results: All round decline in performance.
PayTM (One 97 Communications Ltd) (03-02-2024)
Maybe it is good that Paytm has to sever its ties from Paytm Payments Bank. Investors need not worry about conflict of interest in related party transactions. Right?
Paytm claimed that there were cost advantages. However, considering Payments Bank is a separate entity, and it had its own profit motivations, the cost advantage shouldn’t be significant. I think management is also saying the same.
Disc: Invested and so likely biased/naive.
52 week highs and all time highs strategy (03-02-2024)
HCC chart update. HCC stock price closed this week above 45 ( a 6 year high) with a big bullish weekly candle and correspondingly huge volumes. An important resistance at 45 has been crossed and next level to watch out would be 49. If and when it goes above 49, stock price would break out above 13 year highs. disc: invested.
52 week highs and all time highs strategy (03-02-2024)
Thomas Cook
After forming VCP pattern on the daily chart, the stock has moved higher on account of higher volumes. This price action is supported by very good quarterly figures. In the mid january, previous high was recorded around 176 (see point A), post which the stock pullled back a bit, consolidated around it’s 21 MA and then headed higher registering another ATH (see point B).
52 week highs and all time highs strategy (03-02-2024)
W Pattern Breakout
Positive Trend
4 retracements and finally a breakout.
Disclosure: Writing Puts today (short duration)
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (03-02-2024)
Thanks for the insight!
So by the looks of it Green Hydrogen or Green Ammonia at a big level is a play for the already massive organisations and government PSUs.
Small cos like a Anup Engg or Man Industries or Time Techno (But that would happen much later) are very few. Mtars seemed like a good option but promoter selling too much stake and at 15% revenue growth their current valuations don’t seem justified.
Would love to hear from you if you feel any other ways to play this theme
And easier way to play this theme is by betting on the green side of things e.g Wind, Solar etc
NPST – Technology Provider for UPI Tech (03-02-2024)
Just pinning down my thoughts, will delete if found unnecessary
- EVOK business is quite fascinating, need to understand who are the competitions in that space. Mindgate seems to be doing the same in their merchant mgmt platform. Link
- Why can’t CRED or any other player expose their APIs externally?
- They mentioned their vision is their moat, as they are able to understand this market space well.
- UPI launched in France, if we believe UPI will go international in long term, then they have huge scope to grow. Imagine what if they can tie with a big bank in future.
MPS Ltd (03-02-2024)
Same statement different perception. I take it as we are focused on business and not on stock price. As a investor you have a choice to shift your money where you feel you get better proposition.