Good quarterly result by Dr Lal Pathlabs.
Source – https://www.bseindia.com/xml-data/corpfiling/AttachLive/b2c675f3-8b1c-4538-b0d7-ba066ab36542.pdf
Note – Invested
Posts tagged Value Pickr
RACL Geartech Limited (02-11-2023)
Compared to Father, son looks like more sort of business guy than a technical one. Do we foresee any lack in the vision atleast technically once Gursharan hands over. Did we had any interaction with other CXOs who can carry the vision on the lines of Gursharan singh, which hardly anyone talked about
Pragnesh’s portfolio (02-11-2023)
Hi @Pragnesh sir, did you make any new entry at this time? Could you please share your thesis/rationale?
Brand concept – New Emerging Micro cap Retailer (02-11-2023)
https://youtu.be/fXUsH3gqOdM?si=161UPG1cV_27cGEL. Ads in world has started as guided by management in last concall
BSE (Bombay Stock Exchange)- Bet on Financialization? (02-11-2023)
I think effect will be visible from next quarter result. Market share of BSE Vs. NSE in derivatives.
https://twitter.com/darshanvmehta1/status/1714503015473033348
Worrisome part for me is BSE is loosing in other parts – currency (After last quarter result, i wrote it here), Interest rate derivatives & even loosing market share in SME Ipo.
Also if anyone analysed NSE’s result, SGF expense has rise to 1000% due to increase in volume & volatility. For BSE also i suspect there will be increase in SGF expense due to derivatives volume.
BSE (Bombay Stock Exchange)- Bet on Financialization? (02-11-2023)
This is a slide from Q2 & H1 FY24 results of NSE published yesterday. NSE’s market share has only marginally come down during H1FY24 from near 100% in H1 FY23. Given the rising derivative volumes at BSE, I was expecting the market share gains for BSE to be much more than what is coming out.
Any thoughts? Am I reading this right?
Deepak Fertilizers and Petrochemicals (02-11-2023)
Results are extremely bad, don’t know what happened. Waiting for investors presentation and earnings call.
Red Tape Ltd. – The next fashion giant? (02-11-2023)
Results will be declared on 9th Nov it seems.
https://m.bseindia.com/MAnnDet.aspx?newsid=7fa0c270-a123-43cd-937f-9aa7357f8eb9&Form=STR&scrpcd=543957
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (02-11-2023)
Thanks for the summary. I have one question here, They upped their FY24 gross leasing guidance to 6.5 msf from 6.0 msf last quarter. This was on the back of an early renewal of 0.6 msf which essentially would have happened next FY anyway. Adjusted for this, their leasing guidance is actually down 100 k sqft compared to last quarter. Any particular reason for this?
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (02-11-2023)
As per our GOV guidelines the ethanol blending in fuel % will increase steadily. As more and more Sugar cos start making ethanol for this purpose, how will that effect the cyclic nature of the sugar industry?