Use the LG Gram 17 inches and keep the font size relatively larger. It’s extremely light also besides being huge
Posts tagged Value Pickr
Mudit’s Portfolio (Passively Active) (17-10-2023)
Portfolio Update :- Started accumulating Max HealthCare…This is my only hospital company.After studying the hospital sector, I had finalised 2 options
Max Health Care and Narayana Hrudyalaya…But ultimately chose Max health Care for its growth trajectory and being more aggressiveness. Soon will post latest portfolio after recent changes.
Amararaja Batteries Limited: Powering Ahead (17-10-2023)
They definitely are. Even the PCB case has been a drag
Apex Frozen Foods (17-10-2023)
Hi Sir…it is due to the greenfield capacity that came up in FY20. Company had done a big capex…to more than double its existing capacity. Earlier building amount seems low as that unit must have got depreciated over the years.
Hope this helps…!
Regards,
Yogansh Jeswani
Deepak Fertilizers and Petrochemicals (17-10-2023)
Ammonia Prices have been relatively high in the month of September hence I believe ammonia plant will contribute to EBIDTA margins. The prices may get lower in coming quarters as Middle East plants start operating but I believe should be in ranges comfortable for DFPCL.
As quoted before by management TAN sales won’t be high this quarter due to cyclical nature hence the value of ammonia profitability might not be that high. But Coal India has produced record coal even in this quarter. So we never know.
I am particularly excited about the demerger in Q3 as it opens up an opportunity to compete with likes of Solar Industries Limited in explosives category. Solar consumes AN from likes of DFPCL. They have the supply chain advantage there although market entry might take a while. Just from a valuation perspective it should open high PE doors.
Would love the forum’s perspective here.
Latest Sources for Ammonia Prices:
Amararaja Batteries Limited: Powering Ahead (17-10-2023)
Not sure if promotor’s political linkages are impacting the stock
Kama Holdings Limited (17-10-2023)
If you have shares in your demat account as of the record date, the bonus shares will be credited in few weeks (usually 2-3 weeks, after the bonus list of shareholders is verified and approved, and listing of bonus shares confirmed by exchanges). No action is needed from your end.
HDFC Bank- we understand your world (17-10-2023)
HDFC Being an NBFC only had term and bulk deposits, no CASA. So post merger, CASA as combined % of deposits has gone down.