Are you talking about 2 days back announcement? Can you share that list where it is written that Btech is not part of allowed degrees? Thanks in advance.
Posts tagged Value Pickr
MSTC Ltd.: Growth through to E-Commerce (02-10-2024)
cool, makes sense. I invested into this, around 300-350; that had a great margin of safety
also, I feel the E-commerce business is totally unpredictable, as it is at the mercy of Govt announcing divestification or spectrum sale kind of intiatives, hence a PE of 15, is a little high.
MSTC ideally should be a good PSU bet which is guranted to work over next 5 years and pays a heafty dividend
MSTC Ltd.: Growth through to E-Commerce (02-10-2024)
This research is as of March this year when Mgmt expected scrapping of old vehicles to pick up post election. I clearly overestimated this helped by mgmt bullish views after I spoke to them.
Just FYI, the 0.7m is for FY 2026, still probably optimistic number but just incase.
Also, I do not plan to update these numbers until MSTC declines substantially to me margin of safety. If and when I do, happy to share on this forum.
Smallcap momentum portfolio (02-10-2024)
@visuarchie Sir , list is matching with mine except MOTILALOFS
Can you please check your data for MOTILALOFS ( Motilal Oswal Financial Services Ltd).
there is a Bonus issue
2024 Jun 10 Bonus Issue
Bonus Issue 3:1
RPSG Ventures – A proxy IT play and an emerging FMCG company (02-10-2024)
Jefferies report on IPL.pdf (5.1 MB)
This report Helped me lot
Is China investible? (02-10-2024)
Summarising below news article.
1.The china focused ETF volumes spiked last week.
2.The demand for hangseng ETF is visible in the volume ~10k (HANGSENGBEES),Value ~30 Cr and MAHKTECH value ~26Cr.
During last week for average 20 sessions trade value for HANGSENGBEES was ~3cr and MAHKTECH value ~2Cr
Chinese indices have zoomed in a month.
Can someone enlighten me on the ETF, never done it…but it looks interesting…(i mean…i see money 
)
If look for a short term, may be 6 month or 1 year.(because i see my small cap PF wont move much in these times and if i want do monkey moves with extra money) How does ETF work, what is this hefty premiums ?
Nucleus software exports limited (02-10-2024)
Just will add another point regarding their new product in upcoming Co-Lending space.
Considering Nucleus reputation with their clients and future of Co Lending, I see this as a good growth handle along with Nucleus efforts to penetrate new global territories.
Current PE of 20 is lucrative and I am betting on a re-rating similar to Oracle Finance.
Although no direct comparison but I feel limited downside and a regular cash generating company with only organic growth is a slow and consistent compounder.
MSTC Ltd.: Growth through to E-Commerce (02-10-2024)
just see the actual data of vehicles scrapped, it comes to 8K vehicles this year, so your assumption of 0.7M vehicles needs to be revisited