Who will subscribe to this right issue? It is not mentioned in BSE filing. Does it mean promoter will subscribe? I can not figure out. Kindly help to build scenario.
Disclosure: Invested
Posts tagged Value Pickr
Sadhana nitro :a Dog or a Horse? (04-12-2023)
Sadhana nitro :a Dog or a Horse? (04-12-2023)
Who will subscribe to this right issue? It is not mentioned in BSE filing. Does it mean promoter will subscribe? I can not figure out. Kindly help to build scenario.
Disclosure: Invested
Affle India – India Mobile Internet Advertising Leader (04-12-2023)
Affle has a track record of multiple acquisitions in the past. Hence, I concur with your opinion that sales growth of 55% CAGR is not feasible. The management also does not guide for the same.
The EBIT margins are a different topic an 20%+ margins is what the company guides for. The focus on turning around the acquired companies and in my view a strategy does exist which they plan to execute over next couple of years.
Disc: Holding the stock and view can be biased.
Affle India – India Mobile Internet Advertising Leader (04-12-2023)
Affle has a track record of multiple acquisitions in the past. Hence, I concur with your opinion that sales growth of 55% CAGR is not feasible. The management also does not guide for the same.
The EBIT margins are a different topic an 20%+ margins is what the company guides for. The focus on turning around the acquired companies and in my view a strategy does exist which they plan to execute over next couple of years.
Disc: Holding the stock and view can be biased.
Gabriel India Ltd. – Shock free ride? (04-12-2023)
That was pretty easy, even i have same saying for all the stocks that i hold.
If bull market = stock market will do good
If bear market = stock market will do no good
What about valuations, headwinds?
The current price justified to capture future growth?
Gabriel India Ltd. – Shock free ride? (04-12-2023)
That was pretty easy, even i have same saying for all the stocks that i hold.
If bull market = stock market will do good
If bear market = stock market will do no good
What about valuations, headwinds?
The current price justified to capture future growth?
Ethyl Acetate/Acetyls (04-12-2023)
Commodity chem where ingrevia and Laxmi are 2 bigger players.
H1FY24 basis: Laxmi has grown volumes not affected by Chinese dumping, margins almost protected. And Ingrevia has cut volumes to protect margins, seeing muted demand.
What does this say? Better client relationship?
Ethyl Acetate/Acetyls (04-12-2023)
Commodity chem where ingrevia and Laxmi are 2 bigger players.
H1FY24 basis: Laxmi has grown volumes not affected by Chinese dumping, margins almost protected. And Ingrevia has cut volumes to protect margins, seeing muted demand.
What does this say? Better client relationship?
Gabriel India Ltd. – Shock free ride? (04-12-2023)
Company is in a gradual shift to better margin products. So if the bull market continues, stock can still go up. If the market corrects, stock is unlikely to be an exception.
Disc:invested.
Gabriel India Ltd. – Shock free ride? (04-12-2023)
Company is in a gradual shift to better margin products. So if the bull market continues, stock can still go up. If the market corrects, stock is unlikely to be an exception.
Disc:invested.