Why laurus lab nov futures are at a discount of 10 rs to cash price can some knowledgable investor help understand
Posts tagged Value Pickr
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (20-10-2023)
ITC Q2FY24 results announced yesterday.
Positives:
Cigarette and other FMCG continue to grow (although growth rate decline to single digit due to high base of Q2FY23). FMCG others EBITDA continue to remain in double digit.
Hotel and IT business continue remain in strong growth path.
Negative:
Paper segment sales and growth decline due to lower export demand and increased supply from China.
Agri Segment adversely afffected due to ban on exports of Wheat and Rice.
Overall, the company continue to remain in path of asset light growth. If it continue to show double digit revenue growth for next 3-5 years, ITC FMCG others may become eligible business for seperate company in my view. Hotel demerger continue to remain on course.
Dsicl: Among my Top 2 holding. My view may be positively biased. I may exit/add my position without informing forum. Not a SEBI registrered advisor. Not recommending any investment action. No trading in last 90 days.
Companies with 20%+ growth guidance for next few years (20-10-2023)
Screener.in is source, please check quarterly and annual performance and read concalls.
Deepak Fertilizers and Petrochemicals (20-10-2023)
This is an old video: https://youtu.be/LgJ4QroWqVs
Finolex cables ltd (20-10-2023)
Extremely unfortunate that Mr. deepak chabaria has been unceremoniously removed from the position of “Executive Chairman” from the compnay he nurtured. It would be very difficult to imagine what would be going on in his mind about the company which he helmed for over 25 years.when one listens to the cancalls one can realize that Mr. chabaria knew the intricate working of the comoany like the back of his hand.This episode also brings to fore the need for proper succession planninng between ndifferent branches of a family business.
finolex cables update.pdf (318.3 KB)
UPL Ltd – global agrochemical company (20-10-2023)
Their explanation for the same is that they require an entity in every nation that they are present. Resent restructuring exercise has simplified the structure though and one can see that the main subsidiaries (not the step down subsidiaries) are into a particular line of business.
Indo Borax and Chemicals (20-10-2023)
Your comment on this?
Best Agrolife – Think Big, Think Best! (20-10-2023)
There is continuous slide in share price of best agro. Does it have something to do with IT Raids that happened recently in company ?
https://twitter.com/equitybulls/status/1709249346548740576?t=J1vJxRJjO4AIZgmkDRRwQA&s=19
Hindustan Media Ventures Limted (HMVL) (19-10-2023)
HMVL cmp 86 & HT MEDIA cmp 28
Hindustan Media Ventures last 3 quarter
Mr. MATHEW CYRIAC has been adding and now
SEP 2023 SHP , holds 4.13 % EQ
HT MEDIA cmp 28 promoter Continues to hold 74.4 % Eq In HMVL
And I think Last few months HT MEDIA Is also having some strong accumulation
Technically I feel both have bottomed out… and provide good Risk Reward from here
Any Fundamental Views welcome !!
Equitas Small Finance Bank: A Profitable lender to small businesses (19-10-2023)
Why did casa ratio drop significantly in equitas?