What is the difference between pledged and encumbered shares? Tried searching but couldn’t find anything concrete.
Posts tagged Value Pickr
Rajeesh’s Portfolio (30-09-2024)
I appreciate the help, thank you so much. MY only problem which I face right now with respect to this portfolio is, for almost all the stocks I have a solid reasoning, selling half off them would be tough (not impossible but tough). Let me come back with a condensed portfolio with hypotheses for all of them. I want to hold all of these & do SIP on stocks until portfolio until it reaches a corpus of say 50 L or so and hold them for a very long term (15 year or above) & continue diversifying asset classes as per the risk appetite at that age. Right now I have 70% exposure in equity, 10% in debt, 10% in liquid funds, 10% in gold (physical)
Sintercom India Ltd (NSE Emerge Platform) (30-09-2024)
Thanks for sharing.
Yes, the stock trending higher is an indication of something that’s coming. As I mentioned earlier, the management has guided for revenue of 50 million euros in the next five years. The growth story is just unfolding, in my opinion.
A part of the growth acceleration is likely to be diversification towards new industries.
Mudit’s Portfolio (Stage Analysis + Price Momentum) (30-09-2024)
Hey, @Sumant19 you can reach out to the creator of this Indicator on Twitter directly and he will give trial access to the indicator. It’s a paid indicator, so if you liked it during the trial version you can pay and get full access.
NPST – Technology Provider for UPI Tech (30-09-2024)
By the time you are done about reading existing product, management comes with a new product. That’s how good management is. More than sector , it is the management of NPST on who I bet. They somehow find new product, new clients and they have been doing it for past 3 years so perfectly.
Even if there are lot of headwinds , they will still deliver.
Disc : Invested since 85rs(pre bonus). Heavily biased on promoters.
Coastal Corp. ~2.5x capacity exp. 4x profits? Downcycle a risk (30-09-2024)
For Coastal Corp, the freight is by air or by ship?
Recently the freight costs have been reduced.
Swiggy – unparalleled convenience (30-09-2024)
Real issue with Swiggy’s IPO is actually the existing set of investors who might be desperate for 6 month lockin to get over!
Lets take the example of Zomato:
The ownership structure amongst Top 10 shareholders of Zomato didn’t change for 1 year as pre-IPO investors weren’t allowed to sell as per the regulatory lockin (tenure has been now reduced to 6 months). But the moment regulatory restriction got over, in span of next 24 months, 7 of top 10 shareholders completely exited as they continued to reduce their stake month after month.
In fact as per our calculations, Zomato has witnessed PE/VC funds selling of roughly 50% of its total equity capital in open market in the last 2 years, constantly adding to the free float. The names include Softbank, D1 Capital, Tiger Global, Sequoia, Tencent, Uber and many more!
Importantly, the day when the lock in had got over for Zomato’s pre-IPO investors, shares worth Rs 1,000+ crore were up for sale immediately and investment bankers were building a book for block deals at price as low as Rs 44/share which was significantly below IPO price of Rs 76/share.
Well, I am not saying Swiggy will have similar fate as a lot will also depend on the global macros post lockin gets over, but one must remember that global PE/VC investors are no way similar to promoters who continue holding in a big way – These funds have obligations to their own set of LPs and sooner or later with will have to exit from the stock – adding to the free float in a big way within short to medium term.
Read more on how Zomato’s shareholding pattern has evolved over years on: findingoutperformers [dot] com; Pic source: ET
Sintercom India Ltd (NSE Emerge Platform) (30-09-2024)
Looks like new products are getting launched as per the company website.
https://sintercom.co.in/electric-vehicles/
NPST – Technology Provider for UPI Tech (30-09-2024)
Does anyone know the revenue split of NPST by different products?
And which products are driving the main growth?
COSMIC CRF LIMITED – sme (30-09-2024)
CosmicCRF came with an investor presentation.
Key points:
Planning to Takeover companies.
Order Book- 504 Cr
Focus on Higher Margin Business
Targeting 100% growth in topline and bottom line.
Focussing on backward and forward integration
Working on to acquire Bogies, Coach body manufacturing plants?
FY24 topline of 254 crores with a 9%NPM.
My view on CosmicCRF:
- With solid growth in order book shows the ability of the management.
- Recent acquisition N.S.Engg is now doing well under CosmicCRF management.
- Recent news about plans to acquire Wagon manufacturer and trying to have technical MOU/collaboration with russian firm etc., makes the future very promising.
Investor presentation link:
https://www.bseindia.com/stockinfo/AnnPdfOpen.aspx?Pname=21641fc8-a593-41c6-b9b6-00766736b1e4.pdf
With thanks
Be and Make
@Be_and_Make