Anybody tracking Tiger? It looks attractive after the fall?
Posts in category Value Pickr
Hitesh portfolio (06-06-2024)
Hitesh Bhai, Your views on Suntv. This seems to be breaking out on weekly.
The PSU Rally- Could Another Ketan Parekh Jack Up Prices Now? (06-06-2024)
Market conditions do matter. If there is a shortage of fund with institutions, even great companies will trade at a discount, and can do so for a long time.
Yatharth Hospital & Trauma Care Services Limited (06-06-2024)
I heard from a friend who’s a surgeon at Yatharth, some issues going on within the management.
Disc – Invested
Virtuoso Optoelectronics Ltd – A promising micro Cap (06-06-2024)
H2 & FY24 Post Earnings Conference Call
Virtuoso Optoelectronics Ltd – H2 & FY24 Post Earnings Conference Call
StoveKraft – Kitchen Appliances Company (06-06-2024)
they are opening retail show rooms in karnataka so might possible they have entered in rented porperties
Mudit’s Portfolio (Stage Analysis + Relative Strength) (06-06-2024)
I have entered in
Balkrishna Industries and MPS ltd.
Looking at Vijaya Diagnostic and Aurobindo pharma.
All four have shown strength in the light of overall market weakness.
Also these are not dependent on govt policies or orders hence resilient to any changes in that.
I exited all psu, defence and railway stocks, including green energy and power before exit polls. Re-entered only in JSW energy on 4th.
Disclosure – I am not a SEBI registered Advisor. This is not a recommendation for buy or sale. Pls do your own analysis before investing. I can be wrong in my analysis.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (06-06-2024)
I think, since this week has been volatile and still there is uncertainty about govt formation and govt policies, many investors are taking temporary shelter in defensive sectors like fmcg , auto etc. But this may not give true picture of forthcoming winners as this may be temporary and may last for few weeks or months, till the new govt budget is declared. Once govt policies are in place, we will be in a position to predict future winning sectors and future leaders of those sectors.
Dishman Carbogen Amcis Ltd (06-06-2024)
Anyone tracking this firm? If they can share with the group a bit of history about their merger, goodwill on balance sheet etc. Also I agree the stock offers a good margin of safety but I felt management to be a bit hazy and lazy. What are the views?