I do not follow zee, just curious why does zee have to merge with someone or other? It is one of oldest company and built from scratch. Also few other standalone media groups are also doing fine…
Why is urgent need to merge with anyone? Thanks
Posts tagged Value Pickr
Rahul Singh Portfolio (23-01-2024)
Hi Akash,
Yes merger gonna drag our share holding to 33% which is fall in shareholding by 66%.
Causion we can take is wait for 1 or 2 qtr result and if upside seems predictable and realiable then jump on buying.
Disclaimer- Invested, transacted in last 30 days.
RPSG Ventures – A proxy IT play and an emerging FMCG company (23-01-2024)
Hello Mr.Bansal, formal documents are available on exchanges stating the reasons of fund raise
Vedant Fashions (Manyavar) – Niche Branded Retail (23-01-2024)
Thank you for the clarification. Much appreciated.
Galaxy Bearings (23-01-2024)
Okay so let me tell you one thing in bearings you dont have Order book
So please forget order book investing now in bearings industry dynamics is that you build capacity you offer OEM capacity after you build and slowly them ramp up production so no prder / mcap investing lol
However risk which no one has highlighted im putting the same down → red sea issue freight of container are 3.5x and Galaxys major revenue are on back of exports we can see EBITDA Margins taking a hit in near term
IDFC First Bank Limited (23-01-2024)
Hope you have accounted for the dilution before arriving at the target price.
My portfolio updates and investment journey (23-01-2024)
Mohnish Pabrai is a investor who takes bet on less than 5 stocks, just heard that his top two bets are 85% of his PF rightnow.
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (23-01-2024)
For somebody who doesn’t have too much of experience on FMCG, this interview was interesting.
ITC Foods Rises To Pinnacle: A Conversation With CEO Hemant Malik On India’s Evolving Food Landscape
Vedant Fashions (Manyavar) – Niche Branded Retail (23-01-2024)
I think their concall is always the copy paste of what they say in the previous calls. “Added XX lac store area, fewer wedding dates, dont see Q-o-Q and next year would be great”.
It is because of this seemingly callous tone of the Management, that I am trying to figure out if this business is actually scalable the way I perceived it to be.
The Company has a very low free float and retail holds mere 3.5% odd stocks, maybe some Institutional holder is selling because the stock is down each day since it touched 1,460 on 8 Dec’23. It is down almost 30%.
The results are going to be bad for Q3 as well, looking at the consumption numbers but are they going to be this bad that stock fell 30% already!
Tips Industries Limited – Ready to RACE ahead! (23-01-2024)
Good result with 27% yoy revenue growth which is the key metric. PAT margins should compress at some point due to content acquisitions