Posts tagged Value Pickr
HDFC Asset Management Company (20-07-2024)
When RBI says, it’s a Solid proof.
A big crash will decide it’s sustainability.
HDFC Asset Management Company (20-07-2024)
that’s a phenomenal number, if you look at sales conversion metrics. A PSU beating private sector by at least 2X. Sure they can force it on illiterate people or make it mandatory tie-in (they tried this with me in SBI) but still excellent numbers
PG Electroplast – Potential for cooler returns? (20-07-2024)
In the below tracker, I have started tracking important company goals for PG Electroplast.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where we got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-21.xlsx (131.8 KB)
HDFC Asset Management Company (20-07-2024)
Parent bank’s contribution to SBI MF AUM is 21%, whereas it’s in single digit for HDFC & ICICI. I really hope they ramp up the business from the HDFC bank channel while also growing other avenues
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (20-07-2024)
Due to deferred tax liabilities. I think from next quarter it will be not there.
Natco Pharma: Focusing On Complex Products (20-07-2024)
As mentioned in concall, company is looking for acquisition in RoW as India is expensive. IF it does not materialize for long time, buy back may be considered.
D: Invested
Natco Pharma: Focusing On Complex Products (20-07-2024)
Three points is important and track properly as per my understanding
- FoF of the new products, (Check product type Niche segment or normal)
- RoW and Geographical expansion
- Acquistion of the new business (they are sitting on ~ 2000 Cr cash surplus and don’t want to buyback)
Waiting for Q1 Result and management commentary !!
MapMyIndia – The Map Company (19-07-2024)
Three points -
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ola maps is using open streetmaps vs developing their own maps solution. I dont think it will be scalable or will have adoption
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Google maps pricing might have a v minor affect as google maps cant be used for commercial purpose
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Selling stake of around 1% doesnt meaning anything is fishy. Promoters stake is > 51%. And 1% was sold for philanthropy.
Bulk Deals Bi-Weekly Log (19-07-2024)
Hey Kalyan, just check the bulk deal data. Once you know their names, you’ll know where they turn up.