If he would have opted for cash, there was no chance that this transaction would go through
Posts tagged Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (23-10-2023)
By virtue, small/micro-caps are known to be volatile. Considering the recent run-up in these stocks, a significant correction was always around the corner.
It is all about patience, especially if you have complete faith in the management. Over a considerable period (over ten years), the small-cap funds have outperformed the other funds.
Kothari Petrochem Ltd~ A hidden moated small-cap company? (23-10-2023)
Hi, thanks a lot Dhruv. Any idea how the results are gonna come this quarter? Chart looks strong… has given a good cup breakout couple of weeks ago. Still in the process of reading about the company. Excellent fundamentals but markets dont seem to like petrochemical companies… generally have low PE, so do you think there is a scope for PE rerating along with earnings growth?
Tinna rubber – recycling a rubbery growth path (23-10-2023)
Q2 Earning call :
Sahil’s Portfolio (23-10-2023)
this is in relation to which company
Sula vineyards – pioneers in indian wines (23-10-2023)
It is on account of Verlinvest Asia’s 21% stake being reclassified from Public to FII category in Sep2023 quarter. Though 38% Institutional stake is a positive sign, these reclassifications present a skewed view a lot of the times!
Advanced Enzyme Technologies Ltd – The Enzyme company (23-10-2023)
So what my take on this situation is,
if C.L. Rathi is settng up a competing business in the same industry then he definitely has some clients who may be ready to switch or some new clients. Hence the numbers of AETL will stagnate a bit. Since the average OPM of AETL is between 30% to 40%, AETL definitely has the pricing power due to which I think it will be a pricing war.
Hence the numbers will stagnate a bit.
Disc – not invested, but looking to invest
Supriya Lifescience Ltd – pure play API (23-10-2023)
Microsoft Word – Cov Letter.docx (bseindia.com)
“Supriya Lifescience Ltd signs agreement with Kalinga Institute of Technology for development of first-of-its-kind novel oral cancer detection kit”
One thing missing in the company is patents. If the company is able to get some patents, it can propel the company into the next ladder of the value chain.
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (23-10-2023)
One of the apprehension that was weighing down the stock might have been the exit of Uday Kotak. Hopefully, Mr Ashok will be able to continue the growth juggernaut, he seems capable.