some clarity related to AIF regulation in rating updates by Careedge, can anyone explain the blue highlighted text
disclaimer- not a buy or sell recommendation
Posts tagged Value Pickr
How to invest or trade in NCD listed at BSE and NSE in the Indian markets? (04-01-2024)
I purchased a NCD lot in the recently held NCD IPO using GoldenPi. The purchased NCD were allocated to me and transferred to my Groww demat account. However, Groww does not list or allow trading of any NCD’s on its platform. How in the future can I trade these listed NCD’s in the secondary market which are stored in a demat account of a platform (Groww) which does not allow NCD trading?
United Spirits Limited (USL) – Diageo India (04-01-2024)
Focus needs to be on higher margin at lower topline because they have exited all low margin franchisees and cleaned up the balance sheet. Earnings growth will justify the valuation
Investing Basics – Feel free to ask the most basic questions (04-01-2024)
I was recently checking investor presentation of the ESAF bank. they raised 390 crores in fresh issue and also there are some selling shareholders. In this attached pic, it is mentioned issue expense is 42 crores for raising 390 crores. Almost 10% of fresh money went into the expense. I know during IPO there are lot of costs involved, but 42 crores is some mind boggling number. Is this is how all IPOs happen
How to invest or trade in NCD listed at BSE and NSE in the Indian markets? (04-01-2024)
I would like to thank everyone for your very helpful responses.
As someone new to investing in the bonds, are we really allowed to negotiate the bond YTM or bond yields with the bond issuer?
HDFC Asset Management Company (04-01-2024)
what is the value addition of this post on this forum ? twitter nahi hai bhai yeh
Gujarat Themis Biosyn Ltd – Bulk Drugs growth momentum (04-01-2024)
The answer to the question posed in article headline is very likely NO. So, rifa etc will remain relevant even as resistance estimate looks high(?). Self declared target for India to end TB remains 2025, UN target is 2030.
Disc: invested
Gujarat Ambuja Exports (04-01-2024)
Great write up! Few queries I have
Any idea about their volume growth over the years? Do you have these details for GAEL or its competitors ? I can see that the revenue growth is a respectable 13-14%. It would be great to separate it into pricing & volumes.
They are expanding capacities 2x in 3 years. What is the industry growth and whether it can absorb this expansion? Can there be a risk of price war at least in the commodity products in the medium term?
Is there a threat to the industry from imports? I believe their business to domestic FMCG/Pharma would have an approval process and therefore more sustainable and less threat from imports. However for the rest of the business with industries, can imports make a dent?
Are there more details on export products ? Is this similar to domestic FMCG/Pharma business or being sold through traders? Need to understand the quality & sustainability of these exports? Also, who are they gaining market share from & Why?
Thanks
Raymond – The Complete Man (04-01-2024)
Why do they need to create so many real estate subsidiary companies? Are there tax advantages?
Phantom Digital Effects Limited (04-01-2024)
Funds will be used for developing new technologies and for to start the journey in gaming & animation space.
I see this development as big strategic move with respect to longevity of the business, If they execute it well In that case the combination of vfx in OTT & movies along with gaming & animation will be deadly.
Disclaimer- Invested & Biased and having conviction on the promoters.
