Bharti + Smart Meters
Smart meter are already SIM enabled so thesis has always been there behind the core thesis
Posts tagged Value Pickr
RPG LIFESCIENCES – Change in Governance and Performance (21-12-2023)
Hi, Thanks for pointing out that it is one of the top holdings in Aditya Khemka’s fund. That was precisely my point actually – despite good financials and stock performance, why the expert interest is so low. FII / DII holding is just 2 %, there is hardly any media chatter, even here on VP the thread has just 40 odd posts. So I am looking for anti-thesis pointers, actually.
How to fund an HUF account (21-12-2023)
Interested in the same. Would be interesting to see if creating new HUF makes much sense.
Journey of a Small Cap investor! (21-12-2023)
Great List. Just a query on Vedanta. We do not have an accurate picture on debt repayment. Once Cash Rich HZL is now sitting on debts due to consecutive large dividends.
I am conflicted here as once the metal cycle turns it would throw profits but concerned on this above aspect. What is your thought process and how have you overcome this concern?
SmallCap Hunter : Trying to find the dark horses with triggers (21-12-2023)
Agreed. This is due to increased retail participation, while private equity is selling everything.
How to fund an HUF account (21-12-2023)
I understand the tax advantages of having an HUF account. But, I am confused about how to legally transfer funds to the account.
If I transfer funds as gift or interest free loan, it seems the income generated from that is clubbed with my income anyway. So, no tax advantage!!
Can anyone explain how to leverage the tax benefits of an HUF account?
Divi’s Laboratories (21-12-2023)
While Sun and Cipla seem to have good quality control, is it the same for Dr Reddy’s? Not asking rhetorically.
Are foreign MNC companies more willing to partner with Divi’s than others because they don’t compete with their customers?
Edelweiss Financial Services (21-12-2023)
(post deleted by author)
Divi’s Laboratories (21-12-2023)
Right, that makes sense on the face of it. However, with the kind of valuations Divi’s has currently I just feel like I would need more detail than that. None of the competitors I mentioned have significant issues with quality and are world class pharma players. Is it that they all have effectively compromised value by not sticking to pure play API? Else why would Dr Reddy, Cipla, and Sun be at 20-30x P/E while Divi’s is at 50x+
Akash Portfolio (21-12-2023)
I have invested in Inox India Ltd. It is the market leader in cryogenic equipment manufacturing in India and among top 10 in the world.
Valuation is on the higher side at present, I will increase position size if it falls in the coming months.