Posts in category Value Pickr
Smallcap momentum portfolio (18-05-2024)
Update for entry on 21st May 2024
50DMA (14977) > 200DMA (13527); hence, we can continue without any change.
Based on ranking:
- JAIBALAJI
- SCHNEIDER
- ANANDRATHI
- INOXWIND
- COCHINSHIP
- HUDCO
- SWSOLAR
- HINDCOPPER
- POWERINDIA
- MOTILALOFS
- SIGNATURE
- HBLPOWER
- SOBHA
- EIHOTEL
- BLUESTARCO
- JWL
- MEDANTA
- KPIL
- NATIONALUM
- NBCC
Based on A → Z for easy tracking:
- ANANDRATHI
- BLUESTARCO*
- COCHINSHIP
- EIHOTEL
- HBLPOWER
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- JWL*
- KPIL
- MEDANTA
- MOTILALOFS
- NATIONALUM*
- NBCC*
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- SWSOLAR
Exits:
MRPL and TATAINVEST exit.
CENTURYTEX and EXIDEIND stay within the top 25 and hence remain.
Entry:
BLUESTARCO and JWL make an entry.
NATIONALUM and NBCC cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
TATAINVEST exits. CENTURYTEX and EXIDEIND remain within the top 25 and hence remain.
BLUESTARCO enters. NATIONALUM and NBCC cannot enter as there is no vacancy.
Smallcap momentum portfolio (18-05-2024)
Update for entry on 21st May 2024
50DMA (14977) > 200DMA (13527); hence, we can continue without any change.
Based on ranking:
- JAIBALAJI
- SCHNEIDER
- ANANDRATHI
- INOXWIND
- COCHINSHIP
- HUDCO
- SWSOLAR
- HINDCOPPER
- POWERINDIA
- MOTILALOFS
- SIGNATURE
- HBLPOWER
- SOBHA
- EIHOTEL
- BLUESTARCO
- JWL
- MEDANTA
- KPIL
- NATIONALUM
- NBCC
Based on A → Z for easy tracking:
- ANANDRATHI
- BLUESTARCO*
- COCHINSHIP
- EIHOTEL
- HBLPOWER
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- JWL*
- KPIL
- MEDANTA
- MOTILALOFS
- NATIONALUM*
- NBCC*
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- SWSOLAR
Exits:
MRPL and TATAINVEST exit.
CENTURYTEX and EXIDEIND stay within the top 25 and hence remain.
Entry:
BLUESTARCO and JWL make an entry.
NATIONALUM and NBCC cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
TATAINVEST exits. CENTURYTEX and EXIDEIND remain within the top 25 and hence remain.
BLUESTARCO enters. NATIONALUM and NBCC cannot enter as there is no vacancy.
Sanghvi Movers (18-05-2024)
Your valuation calculations are really appreciable, though holding for long term, had difficulty to calculate the valuations.
Sanghvi Movers (18-05-2024)
Your valuation calculations are really appreciable, though holding for long term, had difficulty to calculate the valuations.
Smallcap momentum portfolio (18-05-2024)
@hariharancj Actually there are differences. Will post mine.
Smallcap momentum portfolio (18-05-2024)
@hariharancj Actually there are differences. Will post mine.
Ujjivan Financial – Small Finance Bank (18-05-2024)
The good news is that the process of crediting shares of USFB to the shareholders of former UFS has started and it is in an advanced stage. Hopefully the shares should be credited to the demat accounts during the earlier part of the coming week.
I am also slightly disappointed by the results that have been posted by the company.
Ujjivan Financial – Small Finance Bank (18-05-2024)
The good news is that the process of crediting shares of USFB to the shareholders of former UFS has started and it is in an advanced stage. Hopefully the shares should be credited to the demat accounts during the earlier part of the coming week.
I am also slightly disappointed by the results that have been posted by the company.