Chill Brother, no one is comparing HDFC with Yes Bank, it’s a metaphor or sarcasm. In Hindi, I’ll say, sab log itna baal ka khaal nikaal rahe hai, kiya chahhte hai iska price Yes Bank tarah gir jaye. See no comparison, Yes Bank is just a placeholder I could have used some other company name.
Posts tagged Value Pickr
See the bright Sun: Aditya Vision (25-01-2024)
3 new stores opened by AVL total count 135
HDFC Bank- we understand your world (25-01-2024)
Yes I know. What I meant was, how can you compare it to Yes bank? Who is saying that HDFC Bank has bad quality loans and has underlying asset qualities issues? Anyways, I won’t reply more to this in order to not spam this thread.
Som Distilleries and Breweries (25-01-2024)
Som Distilleries & Breweries’ CMD, J.K Arora In An Exclusive Conversation With Anil Singhvi
Management Target : 2000 Cr Top line in next 2 Years.
SmallCap Hunter : Trying to find the dark horses with triggers (25-01-2024)
Very articulate response. Yes they try to offer a bit more than only service but a long way to go. Have done a background check with their clients who seem to be happy with the overall approach of the management. Being a Rathi for the employees they are bit tight on expectations but at the same time give lot of exposure to newer technologies. This company may have some gestation period before they spurt out. H2 is expected topline of 65 Cr. but 200 CR plus is coming year is over ambitious. Vinita is very very hardworking and ambitious. At times you need a over ambitious person at the top to drive the system. Ashish Kacholia who has 3.1% stake ( as per last trendlyne) may have increased now is also supposedly guiding the management, Its very difficult to compete on service alone but being a UK parent company they have recognition especially among startups. Hopefully they should do well in a couple of years. Disclosure: Invested and may be biased. No recommendation intended.
Karnataka bank – private bank @ public sector valuation (25-01-2024)
Hi All,
Any view from this community post Q3 result?
Obviously market did not like the performance but i thought numbers were decent. However, there are 2 things nagging me –
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Ceo comes across super aggressive which is not a bad thing. He hired basically all new management. CTO/ CPO, etc… I hope that he is culturally fits with overall bank staff. Need to wait and see. Does anyone have any opinion of the CEO from past experiences?
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The ppt was a lot of talk, not real substance. I could not even get Q3 figures, just 9M figures. Provisioning is unclear, credit cost is unclear, etc. I have to.dig into.all past ppts to see whether it was the same way like or new management is purposefully being restrictive of info.
Any inputs welcome!
I am invested in this stock.
Elecon Engineering Limited (25-01-2024)
Correct. Elecon may very well surprise with the Q4 numbers and results.
Solid company and good future prospects.
Strictly a portfolio company and not meant for trading.
Invested and happy.
Ujjivan Financial – Small Finance Bank (25-01-2024)
4.07 cr shares are being cancelled and assuming 211 cr cash on books comes in with merger the book value would rise by Rs. 1.65 per share due to merger.
Net worth as on 31.12.23 = 5083 cr + 211 cr = 5294 cr / (191.58 cr shares).
Shreeji Translogistics (25-01-2024)
I’ve been monitoring the company, and a significant portion of its profits is derived from sources other than its core operations. Additionally, there is a notable disparity between the buying and selling prices, with substantial spreads.
SmallCap Hunter : Trying to find the dark horses with triggers (25-01-2024)
I went through their site and they do offer projects in latest technologies like promt engineering(AI), blockchain(though it hasn’t lived up to the hype yet), etc. But sadly in the services industry the trend catches up really quickly. And suddenly you will find most companies offering these. The main differentiater for such kinds of companies is the ability to provide services for lesser hourly rates and have good customer network to make sure that all employees are occupied. And that’s why most of these companies have offices in India as salaries for developers are low there. Recent trend is also to have offices in Eastern Europe region (Poland, Romania) as salaries are lesser compared to say UK or Germany and moreover they work in the same time zone.
The management mentioned that they want to acquire a company in UK with the IPO funds. I think that is definitely a step in the right direction. This will help them get customers in the EU market. But one thing to remember is that unlike product companies they don’t have any operating leverage. In product companies increasing the users of the product rapidly increases the PAT But for them only realistic way for them to increase the revenue and PAT is to hire more people and get them billed most of the time.
This was totally based on my experience in working in a very similar company here in Germany for the last 6 years.