Yes, Tata Group’s recent investments in 1mg, BigBasket, and possibly Bisleri, as well as its defence projects, are typically made through unlisted subsidiaries or joint ventures. These entities handle such strategic acquisitions and investments separately from listed companies.
Posts tagged Value Pickr
About the Q&A: Questions & Answers category (23-08-2024)
Non-executive directors having no stake in the company can be positive, as it may enhance their objectivity and independence in oversight. However, it can also mean less alignment with shareholders’ interests. Balancing independence with vested interest is key for effective governance.
About the Q&A: Questions & Answers category (23-08-2024)
Silicon Valley remains a leading hub for technology and innovation. Understanding what’s happening today helps investors and business leaders identify emerging trends, disruptive technologies, and new investment opportunities.
Indiamart Intermesh – Indian Alibaba? (23-08-2024)
Why does indiamart bifurcate as deferred revenue and advance from customers? Whats the diff?
REPCO home finance (23-08-2024)
Would it be safe to assume that without dilution & with a 15% (post-dividend) RoE, REPCO can double its book value in 5 years. It will also have re-rating from 1 times price to book to at least 1.5-2 times price to book which means there is some chance that the stock price might triple (21.5 = 3) or quadruple (22=4) in 5 years from here?
Ratnamani Metals and Tubes (23-08-2024)
Ratnamani Metals & Tubes Ltd.’s success in a competitive market is attributed to its comprehensive product range, high-quality standards, advanced manufacturing capabilities, and strong customer relationships. By leveraging these strengths, Ratnamani effectively positions itself as a leading player in the stainless steel and carbon steel manufacturing sector.
IDFC First Bank Limited (23-08-2024)
Banking now a days have become more cyclical than ever before.
Now is the worst time for banks but two years from now it should be again a peak time.
Reversal of the normalization and loan disbursal rates will also increase at the same time.
Dabur: “Chawyanprash” with characteristic of “Real” “honey”, improving quality with age (23-08-2024)
While Dabur’s intention to enter the cosmetics market was sound, the execution challenges and competition from newer players like Nykaa highlight how crucial effective strategy and execution are in a rapidly changing market.
Piccadily Agro Industries Ltd (23-08-2024)
Company releases Annual report every Sept.
Raghav Productivity Enhancers (RPEL) (23-08-2024)
In a TV Interview with CNBC, Raghav Mentioned that ‘Artificial marble and Semi-conductors is some of the newer diversification company is looking at given they have access to one of the highest qualities of Silica in India’.
This info I believe was private before this, but mgmt has now said it over public forum and I believe this is the reason there was a pop of 15% on that day.
These are at only R&D stage as of now, there is no material developments as of now.
Rest of the interview was basically a summary of annual reports of last 2-3 yrs – same stuff nothing different.