Thank you so much for the detailed response. Do you have any recommendations for cpa?
Thank you in anticipation.
Posts tagged Value Pickr
NRI Capital Gain Tax – FIFO? (25-12-2023)
Murudeshwar ceramics (25-12-2023)
Are you still in holding this stock seems like it’s going to head for 100 levels and they are coming up with new lines of product
Arman Financial Services Ltd (25-12-2023)
whats the implication of this QIP on company’s future earning growth and eps? can someone please throw some color to it?
Brand concept – New Emerging Micro cap Retailer (25-12-2023)
A friend who recently visited a Bagline store shared the images. Guess is the new brand available at Bagline stores. Priced in 10k to 15k range. The sales of Guess,once they take off are likely to significantly increase the revenues.
Yet to find out if they making themselves or just selling like many other retailers selling Guess products.
HDFC Bank- we understand your world (25-12-2023)
@ahmed Your observations look useful.
Currently many large banks are not offering even 7.2% interest, so this is a reasonably good rate.
People still prefer large systemically important banks like SBI, HDFC Bank and ICICI Bank as their primary banks and then generally consider other banks. Many of my friends in IT and Non IT industry have accounts in SBI and/or HDFC Bank.
Conservative lending practice of HDFC Bank will help them to grow in difficult times, and so far they have maintained their Gross NPA(s) below 1.5% for almost 3 decades. I believe this is the primary reason of their steady growth.
Episodes like Yes Bank and Many other banks having Gross NPA at much higher levels will face difficulties when the credit cycle turns around and the bad loans goes up.
Hence banking business is very tough business to do, and prudent lending practices are necessary to survive for very long period.
Globus Spirits (25-12-2023)
Another point to note is that the management is not the most trustworthy when it comes to giving guidance. I have been following the company for a while now and if you go back to concalls of some 2 years ago the margin guidance has reduced from 26% to 19% to now 13-14%. As a matter of fact during the Q1 con call (the ban on purchas from FCI had already been announced by then) the management had said that the impact will only be 2-3% at most but then we got the shocker when results came out and the margins were 7%. So it’s very difficult to believe them. Would.love views of other members in this
Niveshaay – Feedback (25-12-2023)
Superb team they have got i have been fortunate to know them personally arvind sir is amazing person got fresh insights and views the return as well as risk management is also superb
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (25-12-2023)
sugar mills are happy selling lesser sugar now as prices are anticipated to go up after elections. after elections we could see prices going up by 10%.
Niveshaay – Feedback (25-12-2023)
Thanks.
Was asking more for their direct equity options (not smallcase) and also about their overall market reputation ….as in, good guys, quality picks, know what they’re doing, etc?
Niveshaay – Feedback (25-12-2023)
If you are asking about smallcase manager, I am happy with their performance. I am on their Mid and Smallcap portfolio.
Invested since Oct 2021 with XIRR of 41.63%.