I am not sure if SEBI is the right authority to comment on valuation, it is for the shareholders to decide and if they feel aggrieved by the exchange ratio, they may approach the NCLT (and not SEBI).
Posts tagged Value Pickr
Companies with 20%+ growth guidance for next few years (18-10-2023)
@kumars1672 what is the source of these company claims.? A link under each company would be a value addition and highly appreciated. Thanks.
Tips Industries Limited – Ready to RACE ahead! (18-10-2023)
Wonderful Q2 FY24 results.
OPM at a mind bloggling 82%…!!
My Decision to Pick Tips ahead of SAREGAMA is proving right.
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (18-10-2023)
Already 9X from the bottom to top. Multiple expiries, BSE F&O, 3 new business launches this year and the valuations – it can still continue to give good returns! Dividend yield is like icing on the cake.
The new Business launches look like a nearly risk free bets, or am I missing something?
Laurus Labs – Can Business Transform to Next Level? (18-10-2023)
Related to laurus :
Mudit’s Portfolio (Passively Active) (18-10-2023)
No You are right on historical and current basis as they are predominantly W&C business, however both companies have stated ambitions to grow in FMEG, Just attaching todays polycab PPt . H1 shows the fmeg business at approx 650 cr. which is approx 9-10% of total H1 business. PowerPoint Presentation (bseindia.com). Have not checked KEI but i remember they stated ambitions in this areas also. My comment was focussed on this point only. And look at competition concerns both Havells and CG Consumer are facing.
However this is not to comment on overall franchise of both companies where predominanly copper and maybe crude prices will play major role. I have no idea when you bought both but at current prices they are priced to perfection.
No outlook on future price movement also however both companies should do well seeing the uptick in Infra and RE.
Mudit’s Portfolio (Passively Active) (18-10-2023)
No You are right on historical and current basis as they are predominantly W&C business, however both companies have stated ambitions to grow in FMEG, Just attaching todays polycab PPt . H1 shows the fmeg business at approx 650 cr. which is approx 9-10% of total H1 business. PowerPoint Presentation (bseindia.com). Have not checked KEI but i remember they stated ambitions in this areas also. My comment was focussed on this point only. And look at competition concerns both Havells and CG Consumer are facing.
However this is not to comment on overall franchise of both companies where predominanly copper and maybe crude prices will play major role. I have no idea when you bought both but at current prices they are priced to perfection.
No outlook on future price movement also however both companies should do well seeing the uptick in Infra and RE.
Delta Corp – A huge but risky opportunity (18-10-2023)
Remember the increase in GST? everything has an impact.
Delta Corp – A huge but risky opportunity (18-10-2023)
Remember the increase in GST? everything has an impact.