Unlike, consumer focused sectors, cyclical and infrastructure plays don’t remain overvalued for longer period.
Also, technically, looking back at winning stocks, I’ve seen stage2 phase in a stock typically lasts for 12-18 months. Then stock undergoes either time or price-wise consolidation.
Posts tagged Value Pickr
Va Tech Wabag (19-10-2024)
Piccadily Agro Industries Ltd (19-10-2024)
Now. We should be able to confirm this in Sep quarter BS when results release. The debt also carries 10% interest p.a.
Indigrid InvIT: High yield on stable and predictable revenues (19-10-2024)
I think it should be valued on discounted cash flow of next 5 years. Following are the reasons
1- No surprise in this type of securities so valuation can be accurate.
2- Cash transactions can be easily predicted.
unlike other equity shares where one big contract can make stock to run up 100% or 200%.
and stocks drops when any CEO leaves a organisation. I think this company is predicable and can be run on set of rules decided by this company. We don’t need heroic CEO and unpredictable cash flow is eliminated.
GUJARAT GAS Improving outlook on volumes (19-10-2024)
Can anyone tell me the positive and negative impacts of yesterday’s news on the Gujarat gas
Mahanagar Gas Ltd – a natural monopoly (19-10-2024)
MGL_Allocation_Reduction.pdf (440.4 KB)
Allocation to the Company for CNG (Transport) has been reduced by ~20%, effective October 16, 2024,
compared to previous average quarterly APM allocation. This being major reduction in allocation, will have
an adverse impact on the profitability of the Company.
What possible outcomes shall be expected?
In my view,
- MGL has to manage sourcing the natural gas through different medium and pass on the cost to consumers. will the demand be the same if the price is hiked.
- MGL has to manage sourcing the natural gas & absorb the cost impacts, which leads to reduction margin eventually.
but does this change the demand for PNG & CNG over the long run?
V2 Retail – Second innings playing out well (19-10-2024)
A Report on V2 from Nuvama.
Screener.in: The destination for Intelligent Screening & Reporting in India (19-10-2024)
Hi @kowshick_kk , any plans for adding a portfolio tracking feature to screener? I had enquired a couple of years ago and I was told that it is on the roadmap. So just checking.
Focus Lighting & Fixtures Limited (SME) (19-10-2024)
This was a one on one physical meeting with analysts/investors. These meetings get cancelled/rescheduled all the time. Nothing to read into here.
Geospatial sector – Sunrise Opportunity (19-10-2024)
Very nice post .
One of the bidder was WAPCOS ,it operates in 50+ countries with turnover of Circa 1500 cr (hope its the same company ,brief given below ).
- WAPCOS Limited is a prominent public sector enterprise in India that provides consultancy and engineering services.
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- Established in 1969 under the Ministry of Jal Shakti
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- Accorded “Mini Ratna-I” status by the Government of India
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- 100% owned by the Government of India with an authorized share capital of Rs. 200 crores
SMC infrastructure pvt ltd is part of J.Kumar-SMC JV, which recently won contracts worth Rs 1,823 crore from BMC and Navi Mumbai Municipal Corporation
Ceinsys being L1 bidder / winning such project definitely speaks about their “competitive edge “(and not only bcos of political connections )
Discl : Invested and views may be biased
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (19-10-2024)
Kotak Bk buys StanChart’s ₹4,100cr personal loan biz
Kotak Mahindra Bank is set to acquire Standard Chartered Bank’s Rs 4,100 crore personal loan portfolio, which primarily targets affluent customers. The deal aligns with Standard Chartered’s strategic shift to focus on wealth, affluent and SME segments, while continuing to invest in wealth & retail banking, and corporate & investment banking in India.
StanChart’s exit from personal loan business follows RBI’s advisories urging caution over unsecured loans and increasing risk weightage on specific segments. The move comes two years after MNC rival Citibank decided to exit its retail business in India, and sold it to Axis Bank.
“Our decision to divest the personal loan book aligns with the Bank’s focus to accelerate growth in the wealth, affluent and SME segments. India continues to be a key market for Standard Chartered network, with wealth & retail banking and corporate & investment banking as the cornerstones, and we will continue to invest and grow in India,” Aditya Mandloi, head (wealth & retail banking) at Stan dard Chartered Bank, said.
Earlier this month, StanChart had announced the retirement of Zarin Daruwala, CEO for India and South Asia, effective April 2025. Daruwala, who has been with the bank since 2016, played a pivotal role in expanding its presence in India. Last month, Sanjeev Mehta, managing director and head of transac tion banking sales for South Asia, also resigned after 17 years with the bank, with plans to start a greenfield venture. In a separate move, Standard Chartered sold its 3.09% stake in Protean eGov Technologies for Rs 225 crore in Aug, continuing a broader strategic reshuffling.
“India’s unsecured lending market offers significant growth potential for Kotak, especially in the higher-end segment. Our strong risk management, customer-centric products, and technology-driven approach position us for sustainable growth. This transaction supports our retail assets growth strategy and reinforces our commitment to retail lending,” said Ambuj Chandna, head (products), Kotak Bank.
With over 165 years in India, Standard Chartered remains one of the oldest foreign banks in the country, with 100 branches across 43 cities.
Source: TOI