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Posts tagged Value Pickr
Max India – Demerger, Will sum of parts be greater than single entity (29-12-2023)
Customer service and design seem to be poor.
Wonderla Holidays (29-12-2023)
Few observations from my visit to hyderabad park last weekend…
- F&B offerings have increased with new stalls everywhere around the park.
- Focus is on increasing ATP rather than footfalls which shows the co is moving towards premiumization.
- Introduced evening park entry from 4 to 8.30 PM in this holiday season where DJ, live band and other entertainment is being served.
- 2 New water rides introduced – Rainbow loop and drop loop, both are fab experience.
- Huge crowd – Its a blessing in disguise for people who want to go for vacation but could not make it due to expensive holiday season all over india.
Laurus Labs – Can Business Transform to Next Level? (29-12-2023)
Lot of coverage on Laurus Labs. 3rd qtr performance is expected to be tepid.
Is China investible? (29-12-2023)
Is Axis Greater China FoF better Vs Edelweiss China FoF ? Any study you did u can share
Jindal saw – Another beneficiary of India’s growth story (29-12-2023)
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IDFC First Bank Limited (29-12-2023)
Based on my limited understanding, ICICI entities acquiring paid-up capital, could be mix of direct buying and issuance of new shares to raise fresh capital. Sure it indicates confidence in the bank’s future prospects, but what it means to existing shareholders may not be clear until more details come out.
Ronak’s Portfolio – building it slowly (29-12-2023)
Hey Ronak,
Just looked at your portfolio for the first time. Splendid thought process.
The portfolio is concentrated on overall financials. So why not diversify to metals, old age industrials, Pharma, FMCG etc.
I get that you believe FMCG is expensive, but with inflation moderate, or reducing, and corresponding decrease in Interest Rates expected through 2024, rural fmcg buying should pick up.