Fully agree with Aditya. It is something not very necessary. I also understand that classical investors have looked down upon management too much concerned about stock price.
Still, in the initial stages companies shares are only capital a company have. Money can be raised only through exchange of companies shares. Thus I don’t feel very bad about the management concerned with share price, particularly in the initial stages of the company.
Posts in category Value Pickr
Sealmatic India Limited (18-07-2024)
Mangalam Organics Ltd. – A promising Pine chemistry story (18-07-2024)
@Chins : Wanted to know the source for the pricing of raw materials?? Can we take proxy for Gum Turpene oil from Ministry of Imports and Exports? This is what I got
Looking forward for your assistance.
Smallcap momentum portfolio (18-07-2024)
Hi @visuarchie
I am sure you would have answered these questions in the past but if you can answer these silly questions again it would really help me if I want to start it.
- Do you buy these 20 stocks(at least 1 quantity) on a weekly basis?
- How much % of allocation is given to each of these 20 stocks and on what basis? Will it change as the time progresses?
Thanks in advance for your response
Export data and learnings (17-07-2024)
June 2024 update:
India’s overall exports(merchandise and services combined) during June 2024 is estimated at USD 65.47 Billion, an increase of 5.40% compared to June-23.
Total import during June -24 is estimated at USD 73.47 billion, positive growth of 6.29 % over June-23.
Monthly merchandise export during June -24 is USD 35.20 Billion compared to USD 34.32 Billion during June- 23.
The estimated value of service export during June -24 is at USD 30.27Billion compared to USD 27.79 Billion during June-23.
Coffee exports continue to surge up by 73% during June.
Rice exports continue to remain sluggish, up by 2%.
Marine products export remains negative.
After a few months of degrowth, iron ore exports increased by 27% during June.
Ceramic products and glassware exports increased by 4%.
Pharma and Chemicals exports increased by 12% and 5% respectively during June-24.
Engineering and electronic exports continue to grow.
RMG of textiles exports,cotton yarn continue to have slow growth.
Sealmatic India Limited (17-07-2024)
The latest media statement was useless. A minister has stated a focus area. You have not yet been part of the bid or even the bid has started. Looks like some one is trying to build a story
DCX Systems Ltd (17-07-2024)
INCREASE IN SHAREHOLDING BY AJAY UPADHYAYA IN JUNE 2024 QUARTER
Zomato – Should you order? (17-07-2024)
Sure, agreed. Just spotted an interesting coincidence that might be true, prima facie. Of course, will need data to back it up- especially a comparison between the catalogues over time.
Trent — A value unlocking story from the house of TATA (17-07-2024)
Hi Mudit trent has been an amazing growth story for me . I havent yet thought of exit startegy for trent as i personally feel with country like india it has a lot of room to grow. For a conpany like trent where already a lot.of wealth is created personally i would be happy even if it doubles in 4-5 years.
For a company of size of trent a year or 2 of slow growth and may be i would look for switching though some part of gains could be given back in the process.
This is a part of largecap portion of the portfolio where i dont expect lot of magic. Though it happened by luck in last couple of years
Is there potential growth in future for Defence sector? (17-07-2024)
Since past 1-2 year Defence companies have given a massive run-up, most of them have given multi-bagger returns and it looks like there is room left for more but how much ? Do you think the sector will continue to record similar growth or it’s already at it’s peak. Kindly share your opinions and insights.