Vikas
@repalvs
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A learner, having an interest in equity markets, eager to understand businesses and put learning into practice.
Joined June 2016
I don't understand why Genuine questions are not answered in Aarti Surfactant AGM, rather it seems like reading an already prepared script. The pattern has been repeated for many years now. @ca_mulesh
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Jubilant Ingrevia - Retail investors continued to go down for Dec24 and March25 quarters as well, in total 12 quarters now.
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Namra Finance (Arman Financials subsidiary) again reaffirmed with MFI 1 (highest) rating by CARE rating agency.
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Defaults in Unsecured lending going down - data is out by CIBIL. As usual, in such market, people will still ignore positive news. https://t.co/dZhM1i2cUN
Must watch video on understanding current Asset Quality trends Lot of data points by Bhavesh Jain, MD & CEO TransUnion CIBIL https://t.co/j0baLCLshM
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While everyone is concerned about the stress in Namra (MFI subsidiary) of Arman, I looked at the details of 3 quarters of FY25 and found much relevant & important details which you can correlate to what Management emphasizing in earnings calls. Note: No buy/sell recommendation.
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Northern ARC Capital Study Note: No buy/sell recommendation, consult your financial advisor
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Interesting fact about Laurus Lab & Jubilant Ingrevia - Both of these company seen public shareholding (along with number of shareholder) going down consistently for more than 10 quarters. Note: No buy/sell recommendation
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Arman Financials - No signs of recovery yet, need to wait more. Expect Q3 business performance to be NO better than Q2. Take a look at highlights from CareEdge report. Note: No buy/sell recommendation, purely study purpose.
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@ThanksDeepest When promoters know the greatest thing coming to market why would one like to sell company in open market?
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Deepak Fertilizer - Journey towards speciality with stability and a value unlocking by demerger Details in attached screenshot. PS: This is a pure study purpose, no buy/sell recommendations. Please consult your financial advisor.
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Heranba Industries Updates Q2 FY25 1. Improved EBITDA margins YoY & QoQ 2. EBITDA margins improvement came far better than peers e.g. Dharmaj Crop where margins depressed 3. TTM EPS growth 96% (8.72 to 17.08), which results into quite low PEG of 0.28 4. Industry expect bright H2
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“Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of its popularity. At that point, all favorable facts and opinions are already factored into its price, and no new buyers are left to emerge.” — Howard Marks
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5) Export Network to increase to 90+ Countries from 60 currently 6) Gross and EBITDA margins expected to grow in FY25, FY26. No buy/sell recommendation, do your own study. 2/2
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#LincolnPharma - 1) Consistent business compounder from last 11 years 2) Zero debt 3) Promoter confidence in business (increased stake to 49.54% current from 32.14% in FY18) 4) Approval from TGA-Australia, EU GMP for products in place 1/2
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