Rounaq Bakshi notes

  https://youtube.com/shorts/pjRR7lGOshw?si=88VXdFBUAVB2a62a IndianOil aspires to be a One Trillion Dollar giant by 2047 In 2023-24, Company achieved a cumulative capital expenditure (CAPEX) of 42,236 Crore, surpassing the budgeted target of 30,395 Crore by over 139%.  Remarkable performance demonstrates drive for growth and solidifies leadership among PSUs under the Ministry of Petroleum & Natural Gas.

  https://youtube.com/shorts/g2Ms1wTC514?si=mcu6Ltqii05RFdBE JK Tyre Q1FY25 net profit jumps 33% 14.1% EBIDTAMargin Continue to deliver profitable growth with year-on-year increase in operating margins.  Strategic thrust on premiumization and pricing have helped to manage the raw material cost pressures.  Although overall revenues were marginally lower due to decline in the OEMsegment, this was largely offset by increased exports.  During the quarter, exports recorded healthy double-digit growth, despite geo-political disruptions and rising ocean freights.  Looking ahead, we expect export demand to pick up. Remain optimistic about the outlook for tyre demand, driven by ongoing policy reforms including continued focus on infrastructure development

  https://youtube.com/shorts/30xcDtbSEYo?si=IVVvqgUJ4ARTr42W MIRAE ASSET NYSE  FANG + ETF   (NSE Symbol :  MAFANG ) Single portfolio that potentially capture today’s global innovation leader FANG + constituents are among most valuable brands throughout the globe NYSE  FANG + Index: At forefront of innovation then and now INR has historically depreciated against USD over long-term; adding to investors return. When INR depreciates the value of foreign asset increases and vice-versa In past, present or future,  FANG + companies were and are likely to be at the forefront of disruptive technologies Along with Research & Development (R&D),  FANG + constituents are keeping an eye on potential opportunity and threat to their business  The investment objective of the scheme is to generate returns, before expenses, that are commensurate with the performance of the NYSE  FANG + Total Return Index, subject to tracking error and forex movement. In...

  https://youtu.be/ICrXNUt80gQ?si=vs-5aThWCIo7Vmvk JSW   Infrastructure  Acquisition of majority stake in Navkar Corporation Limited JSW   Infrastructure  Limited (the “Company”), a part of the  JSW  Group and India’s second-largest private commercial port operator, through its wholly owned subsidiary  JSW  Port Logistics Private Limited (the “Acquirer”), has agreed to acquire 70.37% shareholding held by Promoters and Promoter Group in Navkar Corporation Limited (“Navkar”) Navkar is listed on BSE and NSE. It’s key operating facilities are:  One Container Freight Station (CFS) and Gati Shakti Cargo Terminal at Somathane, Pavnel and Two CFS at Ajivali, Panvel.  An Inland Container Depot (ICD) at Morbi, Gujarat. The ICD is part of the Multimodal Logistics Park (MMLP).  Navkar also has a Container Train Operator License of Category 1 and Category 2.  Navkar has established a foothold with facilities in the Western India indust...

  https://youtube.com/shorts/DvCGB74QQIk?si=pKCWyovNrdI7bBfn UTI AMC: profit after tax in Q1 FY24-25, up 56% QoQ UTI AMC has geographical presence in 698 districts in India, amongst the highest in the industry.  The quarterly profit after tax stood at ₹ 254 crore in Q1 FY24-25, up by 9% YoY and 56% QoQ The core profit after tax for the first quarter (excluding income from investments and other nonoperating income) was ₹ 117 crore, up by 39% YoY and 21% QoQ.  The total AUM for UTI Asset Management Company stood at ₹ 19,36,107 crore As on 30th June 2024, UTI MF’s quarterly average assets under management (QAAUM) was ₹ 3,10,697 crore.  Total live folios stood at 1.25 crore as on 30th June 2024

https://youtu.be/PG7YbCSRniY?si=oYtJVyCTMrYJb2e3   BSE Limited   Cons. Net Margin – FY24  25% vs 22% Registered Investors 165 million+ Net Profit: 410 cr Vs 205 cr India INX, BSE’s international arm, commenced its trading activities on January 16,2017 and is India’s first International Exchange set up at GIFT IFSC It is one of the world’s most advanced technology platforms with a response time of 4 micro-seconds and allows trading for 22 hours a day INDIA INX – Global Access: Invest in more than 30,000 stocks across 33 countries and more than 80 global portfolios of renowned international portfolio managers with a minimum of $100

  https://youtube.com/shorts/Y4gVHT-QBd4?si=_3Uw5DQOMBcxzvWt Northern Arc Capital IPO Northern Arc is a leading player amongst the country’s diversified NBFCs, with a business model diversified across offerings, sectors, products, geographies and borrower segments. It provides access to credit to under-served households and businesses directly and indirectly through Originator Partners. The proceeds from the fresh issue would be utilised to meet future capital requirements of the company towards onward lending. The Chennai-based company will sell its shares between ₹249 to ₹263 per share. At the upper end of the price band, the company will have a post-listing market capitalisation of ₹4,244 crore. At the upper price band on the post-issue capital, the company is valued at a P/E (price-to-earnings) and P/BV (price-to-book value) multiple of 13.4 times and 1.5 times, respectively Northern Arc Capital's revenue increased by 45% and profit after tax (PAT) rose by 31% between the finan...