@1957 @ankiur.jain83 @anupam.s
if PFC/REC/IREDA all into same business.
Can we differentiate based on existing NPAs, future margin pressures ?
D.Small IPO position IREDA, continue to add…tempted to add more.
Posts tagged Value Pickr
Rural Elect Corp (12-12-2023)
National Peroxide (12-12-2023)
Mailed CS 14 Times
Still no reply
Worst corporate Governence imo
Semiconductor world – CPU/GPU Wars (12-12-2023)
@kenshin Looks like good days ahead for AMD as the pipline seems to be visible and execution is on track. I see lot of media coverage now.
Kudos to your deep conviction.
Safari Industries (India) Ltd (12-12-2023)
When will the bonus shares start showing at my broker?
Hindustan Foods (12-12-2023)
PE funds have a shelf life. So they did sell from one of their older fund. However, in recent capital infusion announcement, it will be participating through its new fund. Hope its clear.
Hindustan Foods (12-12-2023)
one says exiting, another says infusing more funds. confusing.
Hindustan Foods (12-12-2023)
They are infusing more capital through its new fund.
Sundaram Clayton (12-12-2023)
The demerger is already over, the new shares are also credited in CDSL/ NSDL demat accounts and waiting for trading approval.
The current company is just the holding company of TVS motors. check the historical valuations and holdco discounts for entry.
SmallCap Hunter : Trying to find the dark horses with triggers (12-12-2023)
I couldnt agree with you more, this is what I often think these days, is it sustainable? doesnt surprise me if some one shares a story of small cap that has run up 3-4 times in last 1 year, with some improvement in fundamental outlook, I dont think I am qualified to say the valuations are not justified, but in general there is lot of optimism. To be specific some tier 2, tier 3 auto supplier have valuations 3-4 times higher than historical avg…
SmallCap Hunter : Trying to find the dark horses with triggers (12-12-2023)
These days narratives >>> fundamentals !