Hitesh Bhai good show from M&M
Posts tagged Value Pickr
Hitesh portfolio (30-07-2022)
@hitesh2710 Sir, any specific reason for your exit from Schaeffler India…
Also Sir, your views on Affle India & RACL Geartech for long term…
Changu Mangu The Bull – Portfolio (30-07-2022)
No sir. Cannot settle for any kind of gains, in the name of safety. 20 to 25% kind of returns is a must. Might even take more risk, in terms of volatility.
eMudhra – building seamless digital and paperless experiences (30-07-2022)
How are these people selling in market? Why are their shares not locked for 6months from the time of IPO?
Mr. Venkatraman Srinivasan was the MD and CEO of 3i Infotech Ltd. They binged on foreign currency convertible bonds to make several acquisitions in the services space and failed to integrate the acqusitions and couldn’t pay off its creditors. Assets were disposed off and the shares were dumped on public.
eMudhra was originally incorporated as ‘3i Infotech Consumer Services Limited,’ as a wholly owned subsidiary of 3i Infotech Limited. Pursuant to an acquisition by Indus Innovest Technologies Private Limited, the name was changed to ‘eMudhra Consumer Services Limited’. The name was further changed to ‘eMudhra Limited’ on October 21, 2014.
MD and CEO is the same person as 3i Infotech. All KMPs have started selling and exiting. It may have the same fate as 3i Infotech.
https://archives.nseindia.com/annual_reports/AR_3IINFOTECH_2009_2010_05102010120000.zip
NOCIL Limited ~ One-Stop-Shop for Rubber Chemicals in India (30-07-2022)
I guess nocil is getting inventory gain, as the stocking was visible during feb & march , then commodities sudden rise while they were immune to that, may be silent on China side due to covid & stock pile of inventory give them a good topline gain in the past 2 qtr, Sunshine is coming with more volume that may dump in USA/EU/Asia pacific so headwind is visible in my opinion,
Disc:- invested
Apcotex Industries – monopoly in Synthetic Rubber? (30-07-2022)
I think they said it will go on stream in Q3 but ramp up will take some more time. Will reconfirm once transcript is available.
Gujarat Fluorochemicals: A hidden fluorine story (30-07-2022)
Sir Originally there was ADD on import of PTFE both from China and Russia. But from 22.10.2021, it is removed insofar as Russia is concerned. It continues to remain for China.
csadd62-2021.pdf (286.0 KB)
S Chand- Transforming into a Complete Education content provider (30-07-2022)
Some of the things which came to my mind –
During my school years, SCHAND books mostly came into my radar after 9-10th when focus shifted away towards science and mathematics stream. With the NEP, initial sense that I have got is that focus would be on wholistic dev of child and new age tech stuff and that would lead to more educational material related to –
- Giving proper knowledge of history of India and world
- Bolstering multi disciplinary thinking in child
- Focus on ethics and values in child
- Focus on life skills
- Focus on ethics and values in child
- Focus on new age technology skills
Initial sense I have gotten is that new curriculum will add new stuff to what is currently in the educational system and there will be some modifications as well. I do not know if there will be significant modification in science and maths where SCHAND is strong per my experience. Ofcourse I do not have any experience with other streams – Arts and Commerce if SCHAND books sell there as well or not.
Also, in the past CBSE used to say to schools that use NCERT books to teach students. And over time NCERT books got better as well to cover more material. If NEP comes, there can be similar risk again where NCERT updates all the curriculum and initially students flock to buy more NCERT material until SCHAND authors catchup. Some random thoughts while thinking what are NEP related risks… (can prove to be completely wrong)
Great articles to read on the web (30-07-2022)
Dear @rajguleria
I respect your views and I have taken down the post. I feel that in this “age of spin” it’s very hard to do sensemaking. Most of all I had no intent to stir a political debate in this forum…my apologies if i offended anyone. Lastly, it’s my hope that some incredibly smart policymakers are steering our country in the right direction, keeping the interests of the most vulnerable and under-represented at the top.
Best
IDFC First Bank Limited (30-07-2022)
can someone please share the link to concall