Posts tagged Value Pickr
Max India – Demerger, Will sum of parts be greater than single entity (10-09-2024)
Their NOIDA Phase 2 project in limbo as RERA rejected their application. They have moved the court. Not sure about the full implication of RERA rejection.
Gurugram project approval also getting delayed. Hyderabad progress also doubtful as the last few investor presentation are not mentioning that.
NPST – Technology Provider for UPI Tech (10-09-2024)
Hello All,
Is there any news of UPI transactions to be charged below 2000 Rs which is causing selling pressure ? Any one having detailed idea about this and impact on NPST?
Investing Basics – Feel free to ask the most basic questions (10-09-2024)
If any company acquires 100% shares of promoter controlled entity during the year, where can I find price(amount) paid by the company to acquire that entity? I expected to see line item entry in Cash flow but did not see any. Now since this entity has become Wholly Owned Subsidiary of the company, it is reported under AOC-1 where it provides date of acquisition and financial details like assets, liabilities, turnover , PBT PAT etc. But could not find at what price company purchased that entity from promoters. Can any CAs on this forum throw light on this?
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (10-09-2024)
Globus Spirits – #204 by tushar_raghatate?
Please see if this is useful
Gujarat Automotive Gears – Play on auto anciliary (10-09-2024)
Anyone still following this company?
Policybazaar – Insurance Online (10-09-2024)
Thank you for answering my doubt. Just a follow up question:
PB’s current mcap is 79K and since it’s expected to deliver 600cr in fy25, it’s forward PE comes around 130. Now my doubt is, isn’t 139 a high pe still? Sorry for a newbie question!
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (10-09-2024)
One of the reason for the fall may be Shilchar not yet confirming the expanded capacity going live.
SJS Enterprises Ltd (10-09-2024)
Fall in the passenger vehicle sales and piling up inventories at the dealer’s end – can they impact SJS’s performance for this Q2. Any thoughts on this?
Also, is there any reason for PE not being re-rated in comparison to other auto-ancillaries (or other small cap stocks) stocks.
Disc: Invested
Semiconductor world – CPU/GPU Wars (10-09-2024)
Broadcom is the #2 in AI hardware play.
Intel is on life support. You have to decide what you want from intel. You want foundry or design?
If you want foundry, then are you guaranteed to get some foundry share when it is split? at 6B$/quarter of fixed costs intel is fast running out of runway to fly. Only USG can fund this cash guzzler. THey are doing furniture sale now… mobileeye,altera etc is on sale it appears.