Please consider below as not a stock specific but rather general query:
Below is the notification on BSE from Cholamandalam Inv.
Anyone know if we can access such reports (Monitoring Agency Report in respect of funds raised through QIP)?
Posts tagged Value Pickr
Investing Basics – Feel free to ask the most basic questions (25-01-2024)
Balkrishna Industries (25-01-2024)
Logistics challenges at Red Sea transport channel now affecting big way to the export oriented companies. BKI is worried about that and based on con call, today market reacted negatively even though result is good.
Wait for correction in the fundamentally strong company getting affected due to supply chain disturbances to add/buy
Cholamandalam Investment & Finance – Getting future ready (25-01-2024)
Is this report available in public domain?
HDFC Bank- we understand your world (25-01-2024)
A timed move well planned by our government to support Indian markets till elections. The time horizon for LIC’s investments is beyond 5 years.
For the next 1 year, we won’t be seeing improvements in HDFC Bank financials.
Vedanta Limited – Future Natural Resource Leader (25-01-2024)
Good Q3 results.
Disc- Invested and biased, top 3 holdings of portfolio.
Elecon Engineering Limited (25-01-2024)
Management has been very confident about 2000 cr number . Q4 could generally has been good as seen from past quarter. They need to do 600 cr in Q4 with margin expansion it can translate to 100 cr + NP and 9.5-10 EPS for a quarter.
Will update post management commentery.
Elecon has surprised since investing since 2021
Will ride the cycle as we may be not be at fag end of capital goods cycle. ( view )
Invested : No recent transaction . Views are biased .
DELHIVERY – One stop solution for shipping and parcel delivery (25-01-2024)
Too early for that question. It’s like a startup within Delhivery.
But generally SAAS businesses have very high margins in steady state
Karnataka bank – private bank @ public sector valuation (25-01-2024)
You can listen to concall, basically they were saying it will take two more quarters to get the results of all they are doing like fintech tie ups and other initiatives, by retiring high cost bonds they are doing right thing, Q4 is seasonally better, let us see fingers crossed,
HDFC Bank- we understand your world (25-01-2024)
RBI approves LIC to acquire aggregate holding up to 9.99%
