For the stock which have both LTCG and STCG, could you consider just selling them off. Zerodha can give you much more problems if not switched today
Posts tagged Value Pickr
Shalby Hospitals (31-01-2024)
Notes from ICRA credit report:
Shalby has acquired 87.26% stake from the founders of PK healthcare pvt ltd(PKHPL).
PKHPL owns Sanar international hospital , Gurugram spread over 1.27 acre plot taken on lease basis.
Current capacity is 130 beds which can be expanded to 180 beds.
70% of business from international markets.
Sanar hospital offers specialties like Oncology, Cardiac, Transplant services, neuro , Bone & joint surgeries.
Turnover last 3 years:
FY21: Nil
Fy22:1.7 Cr
Fy23:67.7Cr.
Cost of acquisition for 87% stake is Rs. 102 Cr.
40-45 Cr of net debt on books of PKHPL which leads to net debt of ~140 Cr for Shalby.
Even though current bed capacity is 130 beds, only 50 beds were operational(not official information)
Considering the valuation per bed of other hospital in the region, this looks like decent acquisition. Shalby must be planning to target international patients through this acquisition.
Diclosure: Buying during last few days…no meaningful allocation in PF as of now.
Krishca Ltd : A SME offering steel strapping Solution (31-01-2024)
What they have done full year Last year, they are at par or better on 9M basis
Krishca Ltd : A SME offering steel strapping Solution (31-01-2024)
(post deleted by author)
Krishca Ltd : A SME offering steel strapping Solution (31-01-2024)
Pretty bad results…sales down by 64%and hence PAT is almost 1/3rd of last year…:- 
Krishca Ltd : A SME offering steel strapping Solution (31-01-2024)
Q3 results
KSSLQ3RESULTS31012024_31012024150609.pdf (2.0 MB)
Yash Pakka – (Previously Yash Paper) – Rising from ash (31-01-2024)
Finally release of share pledges happened.
Mallcom India – Safety Equipment manufacturer (31-01-2024)
Mallcom is mainly into the red and yellow category and the torp is in green category. Karam is in yellow and some products in green.
Mallcom India – Safety Equipment manufacturer (31-01-2024)
I visited the store which sell safety shoes and helmets. The dealer strongly recommended Torp Shoes. He said if you are price bound you take Mallcom (The company gives 6 months warranty)
He kept very less varieties of shoes from Mallcom (when I asked about any discount on the bulk purchases he denied saying there is very less margin in selling this but we can give discounts in Karam and Torp)
I wore all three brands of shoes and tried almost 6-7 shoesMallcom shoes have a very thin sole and the metal part which is kept near the toe for prevention of injury in the case where a heavy object falls on the ankle so there wasn’t enough cushion in Mallcom shoes so it gave pain in my toe.
Karam had a cushion but it was thin. Torp had a super good cusion.
Mallcom seems to Target a low-price market while Karam is a premium market product.
All are certified shoes.
He said there is not much price difference. He said whats different in any helmet. It’s all same just that brands like Mallcom Karam give 6 month warranty and local players don’t but workers buy local products. No certification here.
NTPC – Thermal Power (31-01-2024)
NTPC to list its Green arm NGEL- Gets DIPAM approval for IPO
https://www.financialexpress.com/market/ipo-news-ntpc-to-list-green-arm-ngel-3379302/lite/