Have anyone made comparison with Digikore?
Posts tagged Value Pickr
Tinna rubber – recycling a rubbery growth path (19-11-2024)
EPR is really bugging investors. Without it also company seems confident about margins and expansions. So I’ll buy the dip I guess.
Midcap Momentum Portfolio (19-11-2024)
thanks @visuarchie.
May I request you to add a short one line comment on why a stock is exited or entered. this will help us to understand the process better. If possible, kindly incorporate. Thanks!
PSP Projects – Construction Company (19-11-2024)
Nothing from the respective companies yet. Please mention rumors as rumors instead of declaring as facts.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (19-11-2024)
According to screener notes management expecting GNPA to stabilize around 3-3.5% which is around 50% higher than current NPAs…
Is screener notes showing right details? Did management provided such guidance?
Glenmark – Will Innovation Pay? (19-11-2024)
Glenmark has cultivated inlicensing ( also outlicensing) into a strength where they target therapy and geography where they are weak and inlicense products to close the gaps…they did it in Europe with several respiratory assets followed by deals with Pfizer, beigene,cosmo etc
For me the standout point in the conall was isb 2001, being described as transformational, once in a lifetime opportunity etc…
ISB 2001 outlicen will reduce R&D spend by 60 mn USD pa apart from future payoff
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (19-11-2024)
Hi…
You are right…my bad…
Results look great if Madhur numbers are not included…
But any idea why were they not consolidated yet during current results?
PSP Projects – Construction Company (19-11-2024)
Adani group in advance stage for acqire psp projects company… will se if deal possible then promoter mr ps patel stand after sold it…
NPST – Technology Provider for UPI Tech (19-11-2024)
i love the numbers as I see them, if they are true its a 3 bagger even from this level
Tinna rubber – recycling a rubbery growth path (19-11-2024)
somehow i get a feeling that its linked to the QIP of Rs 150 Crs, someone may want to reduce the price to get it at attractive price, just a guess maybe completely wrong.