I had X shares. I was eligible to apply for X/26. I applied for that.
Posts tagged Value Pickr
Shankara Build Pro – Building Materials Organised Retail (23-08-2024)
was going through the Concall transcript, they have off balance sheet (payable) debt which is 6x of the debt on book. Razor thin margins and most of it will spent in interest costs. Seems like a gruesome business.
Disc: Exited fully
Emami – FMCG Available at Low Valuation (23-08-2024)
I saw your first post and very in depth analysis.
Just a question, if the play is only on mean reversion (which can also fetch 2-3x sometimes), then is so much analysis needed?
About the Q&A: Questions & Answers category (23-08-2024)
Tata bislari deal was cancelled due to valuation
Dabur: “Chawyanprash” with characteristic of “Real” “honey”, improving quality with age (23-08-2024)
Thats correct, issue is what is now the plan ahead is not clear. The vision and strategy and current performance for this piece of business I am unable to decifer from information available. If anyone aware good to know
Kalpesh’s Portfolio (23-08-2024)
If closing the business aligns with your goals and provides financial security, it might be a prudent choice.
Jindal saw – Another beneficiary of India’s growth story (23-08-2024)
Stock split in consideration.
Tata Motors – DVR (23-08-2024)
Sorry . I have stated that I have purchased dvr in 2017 . it is wrong. they were purchased in 2021.
Regret the mistake I have done in my previous statement.
Amoul Portfolio (23-08-2024)
NPST Ltd, with its focus on fintech and banking tech solutions, is well-positioned for the booming digital payments sector. Rapid 100% growth and experienced promoters are strong positives. A PE of 114 is high but may be justified by robust growth potential and market demand.
Tata Motors – DVR (23-08-2024)
I am unable to understand how dvr purchased before 31 Jan 18 will be considered for tax calculations? The sample calculator does not consider grand fathering effect.
Secondly is it better to sale the dvr and get the grand fathering effect now?
Can somebody guide me. I am NRI and have invested in both dvr and ordinary shares in 2017