This company has a very chequered history when it comes to its corporate governance. They repeatedly get involved in some kind of dodgy activity or the other and hence the valuation.
Disc: Used to be invested. made complete exit
Posts tagged Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (11-09-2024)
E2E just barely qualifies for being the secondary partner as it had 52 cr. turnover 3 years back. Next month concall will be quite interesting. Tying up with a service provider which has scale will be good as they can handle the legal, contractual, service delivery part which they are experts in and a secondary partner like E2E can focus on what they already do minimizing the risk of sudden expenditure on these non-core functionality.
I think the consortium approach is quite good and allow for a min-win (minimum risk, max reward) scenario.
Great news for the ecosystem as a whole!
E2E Networks Ltd – Listed small Cloud computing player (11-09-2024)
E2E just barely qualifies for being the secondary partner as it had 52 cr. turnover 3 years back. Next month concall will be quite interesting. Tying up with a service provider which has scale will be good as they can handle the legal, contractual, service delivery part which they are experts in and a secondary partner like E2E can focus on what they already do minimizing the risk of sudden expenditure on these non-core functionality.
I think the consortium approach is quite good and allow for a min-win (minimum risk, max reward) scenario.
Great news for the ecosystem as a whole!
Kitex Garments Limited (11-09-2024)
Here is the link
) revenue of Rs 1000 cr by this FY
2) Revenue expectation of Rs 5000 cr on full potential
3) labour and water cost to reduce in Telangana
4) subsidy on capex
5) short term opportunity emerging from China and Bangladesh is 15 billion usd
6) long term opportunity estimate is 97 billion dollar
Kitex Garments Limited (11-09-2024)
Here is the link
) revenue of Rs 1000 cr by this FY
2) Revenue expectation of Rs 5000 cr on full potential
3) labour and water cost to reduce in Telangana
4) subsidy on capex
5) short term opportunity emerging from China and Bangladesh is 15 billion usd
6) long term opportunity estimate is 97 billion dollar
BLUE PEBBLE- The next high growth SME? (11-09-2024)
Yes Agreed! Good point
BLUE PEBBLE- The next high growth SME? (11-09-2024)
Yes Agreed! Good point
Yes bank (11-09-2024)
It’s not that it has decreased; it’s related to FII. Additionally, comparing Vodafone Idea with Yes Bank is not accurate.
Yes Bank is different; it has a TTM profit of ₹1,455 crore and a YoY profit of ₹1,285 crore. Its ROCE is over 5%.
On the other hand, Vodafone Idea is a consistently loss-making company with a negative ROCE, among other issues.
Yes bank (11-09-2024)
It’s not that it has decreased; it’s related to FII. Additionally, comparing Vodafone Idea with Yes Bank is not accurate.
Yes Bank is different; it has a TTM profit of ₹1,455 crore and a YoY profit of ₹1,285 crore. Its ROCE is over 5%.
On the other hand, Vodafone Idea is a consistently loss-making company with a negative ROCE, among other issues.
Investing Basics – Feel free to ask the most basic questions (11-09-2024)
Question on LTCG / STCG:
Assume I have 100 shares of TCS, purchased in Yr 2020 (Long term) – never sold in 4 yrs.
In same demate account, suppose I had purchased 10 share a week ago (So I have 110 shares) and had sold 10 today, say with gain of 2%.
In account this 10 share is considered LTCG – mean to say 10 will deduct from the 100 older share or 10 will deduct from new purchase of 10 and considered as STCG?
Hope am clear in my question. Thanks.