just click on Company Q&A above. One can also search for it
Posts tagged Value Pickr
Gennex Laboratories —> is it a Hidden Gem? (19-01-2024)
Please read forum guidelines properly before initiating a thread.
https://forum.valuepickr.com/faq
To nurture a vibrant community ValuePickr does not restrict anyone from starting a thread on a stock of his/her choice. Only Caveat is if you are going to introduce a discussion on a stock, we expect you to do your homework and start the thread with some basic info-set on the business, product segments, and 1st level analysis such as growth drivers, a few positives & negatives, immediate triggers if any, and enumerate some RISKS.
Nothing very heavy is required, but enough to set the tone for 2nd level of discussions. Starting a New Thread: Please follow these guidelines – #2 by Administrator
Thread initiators are usually alerted to edit their post, and make necessary changes before thread is opened up again. So you/ can look to edit the post in order to meet prescribed guidelines. We have the responsibility – especially the thread initiator (assumption is he/she is a savvy investor) – to cater to bringing everyone on same page – quickly – if you know what we mean.
There are cases where someone isn’t interested to take things deeper herself/himself, but wants to get some answers to specific queries, then one is better off posting the same in Company Q&A category threads.
PayTM (One 97 Communications Ltd) (19-01-2024)
The impact should be visible in Q4 results because RBI directive came in first week of December and hence Q4 would be the first quarter impacted. Though the Company is upbeat about increasing the higher ticket loans’ disbursal in the near future. Indeed, it is a key monitorable.
PayTM (One 97 Communications Ltd) (19-01-2024)
Good set of numbers (Better than street estimates)
Consolidate revenue up 38% YoY and 13% QoQ (2850 Cr)
Losses have narrowed down to 222 Cr
Merchants subscription is 1.06 Cr(Up 49 lakh YoY)
But the key metric here is the loans distributed-15,535 Cr
It is down from previous quarter of 16,621 Cr but seems minor impact due to RBI restrictions on the less than 50,000 size loans
It needs to be watched out in future quarters but as of now it does not seem as big an impact as the street expected
Aarti Industries – Integrated Diversified Player on Benzene Derivatives (19-01-2024)
Thanks. Good overview.
One question: How can one know if there is dumping happening from China or elsewhere in general? How do market participants get to know that? I have seen this in the past that a few times that stock prices start correcting only after several weeks do we know that the correction is due to dumping. How can we know this closer to when the dumping starts?
Wockhardt – A story with twist and turn (19-01-2024)
Approximately how many months/years does it take to generate revenue from a drug once phase 3 trial is successful.
Specifically when can we expect cash from nafithromycin to flow to the bottomline?
IPO Review – Discussion until listing (19-01-2024)
I invested in Senco Gold, Indian Renewable Energy Development Agency, Inox India, Rox Hi-tech and Flair. Currently I am holding Senco and IREDA.
Tata Technologies (19-01-2024)
I was reading some article from Aloke Palsikar Vice President & Global Head – Aerospace of Tata technologies, some extract from the same,
Please provide an insight into the work done by Tata Technologies in the Aerospace domain?
In the aerospace domain, Tata Technologies is engaged in all the aero-structural aspects and are working on aerostructures, fuselage, doors, wiring harnesses, primary and secondary structures, etc. We also provide engine performance analytics for commercial aircraft engines.
India is now globally making a name for itself as a manufacturing hub for aerospace. How do you see this trend growing?
I am optimistic that we are in the upcycle mode for the aviation industry. When one takes into account the backlog of aircraft orders with both major OEMs, it is enough for the next 7-8 years. We also have new technologies entering the market and I believe that we are in a sustainable growth cycle in the aviation sector.
Full read
Screener.in: The destination for Intelligent Screening & Reporting in India (19-01-2024)
Yes, I found those 2. However, is there a way I can create an EMA of a custom duration?