And so, if I am permitted to dream, then I see Skipper at 1000+ in 3-5 years. Dhanda hai, just needs to win & execute.
Posts tagged Value Pickr
Edelweiss Financial Services (21-12-2023)
Sale to AIFs is different from investment in AIFs. As per my understanding, there is no issue with sale of loans to AIFs. The problem comes if Edelweiss had invested in AIFs/ if they accepted units in AIFs as consideration instead of taking money for the sale of loans
Biocon – The ultimate biosimilars play! (21-12-2023)
Knowing when to exit is great… Otherwise at times we fall in love with out thesis. Congrats
Saregama India Ltd: India’s premier music publishing label (21-12-2023)
Goldman bullish on music streaming… sees India as the next frontier of growth…
Par Drugs & Chemicals Ltd (21-12-2023)
Hello, anyone following this company?. i recently added in my watch list.
Axiscades Engineering – Untested and a high Potential Opportunity (21-12-2023)
there is too much traction in energy segment whether it’s fossil fuel or renewable, as this co is mainly working on oil & gas and working on hydrogen & sustainable energy, the valuation is cheap & other big giants are making partnership in the same space, also they have strong foot hold in aerospace & this sector also looking for SAF & other option on sustainable energy, so getting an another business which helps their core business ( mechanical business) since inception
Edelweiss Financial Services (21-12-2023)
well spotted @Omkar11. Very likely they have to provide for 1848 cr of NPA if we go by what Piramal Enterprises and IIFL Finance has provided for.