From Q1 FY25 Call
Posts tagged Value Pickr
Kitex Garments Limited (03-10-2024)
Can Anyone give commentry on Kitex related to
On Qualitative Aspects .
- Reappointment of Independent Director – A K Mathew .
Quantitative Aspects.
In financial – Inventory Days, Debtor days , working capital days, cash conversation cycle
Piccadily Agro Industries Ltd (03-10-2024)
Piccadily MD younger brother was elected as independent RS MP . They are close to both BJP & Congress. Required skill in state politics.
Globus spirit perceived to be close to Congress in raj aslo doing wll under BJP
anyone attended AGM of piccadilly agro & share the notes plz ?
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (03-10-2024)
Yes, I am also confused. It’s good that I didn’t sell anything.
Angel One has 65% of revenue coming from broking. Out of which, 85% comes from F&O. This means broking has impact on 65% of the revenues.
But, here is what I can deduce from today’s movement.
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There is no overhang on the stock anymore. This is a classic situation of threat being more powerful than execution.
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There is some chance that traders will absorb the changes. My hypothesis is following –
- Lot size increase will impact the option buyers less compared to option sellers. Lets say buyers have money enough to buy 25 unit lot. Let us say now the lot size is increased to 60-65 to meet 15 Lac criteria. The buyers can either bring more money or go for call/put options which are cheaper. (Slightly far away ones)
- The sellers are typically a bit large ticket-size traders. They may absorb the increase in lot size. The traders who have money for one lot only, may switch to buying side.
My take is that the impact can be limited also. There is a chance and we know how addictive F&O trading is. Even after all this, there will be some impact for sure and only time will tell how it pans out.
But I feel retail will lose more after this because of demand supply mismatch. More buyers, less sellers leading to higher option premium. Retailers being forced to buy far away options.
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (03-10-2024)
Yes the revenues are missing the guidelines by miles.
BSE (Bombay Stock Exchange)- Bet on Financialization? (03-10-2024)
One index option per exchange in weekly expiry segment would make NSE choose between it’s two crown jewels i.e. Nifty or Nifty Bank. Assuming speculation market size to remain the same [i.e. INR 10,000 crores index option market], BSE which now makes INR 1,200 cr would gain market share with some speculators shifting the trade from NSE delisted index options [w.e.f 20 November 2024] to BSE.
Mental models:
- expected market share gains;
- risk reward seems in favor [FY’25 expected PAT 1100-1200 crores; PE [FY’25]: 45-50]- this is without factoring market share gain]
- Breakout with huge volumes
Useful link: watch from 7:50 timestamp
Stallion Asset Founder Amit Jeswani on CNBC TV 18 – 20th September, 2024
Disclosure: holding
Nazara Technologies (03-10-2024)
Yes, ad rates here are paltry. Even Sportskeeda realised this and now focuses on US sports. Cricket being the exception, the volume brings in the money.
My Portfolio (Updates and Suggestions) (03-10-2024)
Loving the discussion. Thanks for you comments.
Medi Assist Healthcare Services Limited (03-10-2024)
You’re absolutely right about the potential impact of technology on the claim processing industry, especially with advancements in automation. The core idea is that a significant portion of claims—about 85%, as mentioned—are straightforward and can be processed without human intervention. This opens the door for tech-based solutions, like AI and machine learning, to streamline the process.
Key Points of Automation in Claim Processing:
- Plain Vanilla Claims: These are routine claims with no complexities, such as standard medical treatments or procedures. Automating these can save time and reduce operational costs for insurers and third-party administrators (TPAs).
- Tech Startups in SE Asia:
- Smarter Health and DocDoc are good examples of startups working on tools to automate and simplify healthcare claim processing. Their platforms likely use AI algorithms to verify claims against policies, detect potential fraud, and assess risks.
- Impact on India:
- In India, startups like i3systems are already exploring this space, using AI to process claims faster and more accurately. If this tech proves successful, it could indeed reduce the reliance on TPAs, which traditionally handle the bulk of claims processing.
- Reduction in TPA Role: As automation advances, the role of TPAs may shift from handling routine claims to focusing on more complex cases or adding value in areas like customer service, fraud detection, and claim validation where human oversight is necessary.
Automation could revolutionize claim processing, not just speeding it up but also enhancing accuracy and lowering costs for both insurance companies and policyholders. If widely adopted, especially in markets like India, this tech could fundamentally reshape the industry.
Time technoplast (03-10-2024)
What is the point here exactly? I believe you were considering small insider selling a signal to sell and finding it overvalued around 180, have you re-invested in this stock?