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Posts tagged Value Pickr
Pricol limited – OEM automotive (28-12-2023)
Looks like Pricol has got into high valuation Zone. PE Is above 35 now ? What do you guys think of adding at this moment ? (Or) Is it good to do nothing, just hold what you have ? (Base case scenario is still yielding 10% cagr at his Market cap assuming revenue grows only 15%)
Kilpest India Ltd (28-12-2023)
Name change will be effective Jan 2nd, 2024
Disc.: invested
Investing Basics – Feel free to ask the most basic questions (28-12-2023)
Makes sense. Thank you for enlightening me!!
Gujarat Themis Biosyn Ltd – Bulk Drugs growth momentum (28-12-2023)
Actually, there was a 1:5 split in equity shares outstanding for Co. Therefore, effectively, PBG holding must be 375 Lac now (post split numbers). With yesterdays trasactions, PBG has effectively sold 8% of the holding.
Thanks @nirvana_laha for helping reconcile the numbers.
Thanks,
Tarun
Galaxy Bearings (28-12-2023)
Pl. Search galaxy bearing AGM Youtube
Investing Basics – Feel free to ask the most basic questions (28-12-2023)
There are two main reasons behind detailing out on CSR and ESG
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To project a positive outlook for attracting investment esp FII who are predominantly big insurance and pension funds that are very particular about ESG and sustainability. These days even prospective employees are particular about where they work and can help to attract talent
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All the countries have committed to net zero goals and regulations are put in place to meet those. As part of this effort, SEBI has already mandated BRSR (Business Responsibility and Sustainability Reporting) for the top 1000 listed companies and may eventually extend to all in the coming years. Companies have to report agains 3 sections and 7 principles and most companies have already adopted to this format for their Annual Reports. (e.g. Axis Bank)
Gujarat Themis Biosyn Ltd – Bulk Drugs growth momentum (28-12-2023)
The reason may be that some big institution must have bought that stake.
MTAR Technologies – A wager on innovation meeting economies of scale (28-12-2023)
Again Leelavathi Parvatha reddy!! This time significant stake 0.65 totaling sale of 1.35% now including all promoters. SCan anyone confirm if Mr Parvat reddy MD CEO is Parvtha reddy here?
