10% YoY growth
Posts tagged Value Pickr
Smallcap momentum portfolio (01-02-2024)
@Srisailesh_M_B Thanks for following the pf. I did not do any rebalance as the previous week was very short, just 3 trading days. Sorry, should have mentioned it. Next rebalance is planned coming Monday.
Multi-Disciplinary Reading – Book Reviews (01-02-2024)
@diffsoft Thanks – for me this one is a 10/10 (unputdownable). The book has so much breadth that it’s hard to knead it into a summary – these notes don’t do justice to the book – will highly recommend reading it.
LUX INDUSTRIES – Can it Scale? (01-02-2024)
What is the reason to create 3 verticals in this qtr results?
Vertical A – B – C
Are they going to seperate all 3 verticals? Promoters are seperating? Any views are welcome
Marksans Pharma- Can it be the next Pharma Biggie? (01-02-2024)
What cud be the turnover for FY 25 and FY26 taking into account the additional contribution from their newly acquired TEVA facility in Goa. ? They have good cash on hand and can come up with more Teva like acquisitions.
Banka BioLoo Limited (01-02-2024)
The CFO joined and resigned within a month. Also, one of their Independent Directors Resigned. Seems like some internal tussle. Although too early to tell! Any information on this will be appreciated.
Aditya Birla Capital – A complete Financial Inclusion (01-02-2024)
This stock is too much, this itself won’t pay dividend but whenever one of its subsidiaries pays dividend, it will open lower. Frustrated thoroughly.
PayTM (One 97 Communications Ltd) (01-02-2024)
Other than the 2022 instance, what were the other RBI impositions? can you share the links/pointers?
Glenmark Life Sciences (01-02-2024)
I am posting a YouTube video and a PDF of the conference transcript for Q324.
Glenmark Life Sciences Earnings Call for Q3FY24
Hope it helps.