Good information on rare minerals and where India stands.
Posts tagged Value Pickr
Som Distilleries and Breweries (10-10-2023)
SOM Distilleries का QIP क्यों हुआ Cancel और FY24 Growth गाइडेंस पर Chairman JK Arora का Outlook
Interview after Withdrawing QIP
The SME portfolio (10-10-2023)
Yes, he also added yesterday. Today is the strongest upper circuit from its listing.
Ashish Kacholia bought 3.5% in it.
I read the Rhp and invested as there was very few issues in the business.
BSE (Bombay Stock Exchange)- Bet on Financialization? (10-10-2023)
This has been the game changer till now. Will it continue ?
Indiabulls Housing – A compounder from here? (10-10-2023)
I feel the concerns raised are fair but reflect only some aspects of business. IHF management has expressed their dissent and market also seems to have digested the rating change.
IHF current management has been very conservative till date and rightly so considering the reputation of old promoters. I fail to understand the rating downgrade by CARE now and not in last 2/3 years when situation was far more worse. Seems some big players have shorted IHF and looking for opportunities to cover by influencing some News.
I will love to see them getting trapped as in that scenario movement of IHF from 175 levels to 215 level will be very fast.
I being a long term investor am always looking for any opportunity to add below 170 levels,
The SME portfolio (10-10-2023)
Are you following Ashish Kacholia on Saakshi Medtech? I think he also added it, in his portfolio.
Maruti Suzuki – Leader in Passenger Vehicles (10-10-2023)
c635c1bf-fe34-40f0-baf4-0cf68e392fd9.pdf (bseindia.com)
MSIL Maruti Suzuki India Limited
SMC Suzuki Motor Corporation (parent company of MSIL, head quartered in Japan)
SMG Suzuki Motor Gujarat Private Limited (100% subsidiary of SMC in Gujarat, India)
MSIL would be acquiring SMC equity in SMG.
Acquire 100% shares of SMG held by SMC (at net book value in terms of the provisions of the CMA).
Pay for the SMG shares held by SMC by making preferential issue of MSIL equity shares to SMC.
It’s part of full restructuring. The company believes that this will increase the EPS and Dividend Payout.