Posts in category Value Pickr
Microcap momentum portfolio (06-05-2024)
(post deleted by author)
Microcap momentum portfolio (06-05-2024)
(post deleted by author)
Zen technologies – A micro cap in the defense space! (06-05-2024)
Macro Equipment Biz Is Good And Should Be Able To Do More Than 50% CAGR From FY26 Onwards: Zen Tech
Latest interview. 900Cr topline re-confirmed.
Regards,
Raj
Disc: Invested.
Microcap momentum portfolio (06-05-2024)
@Nitinsai As I said, please recheck because there are some very lowly ranked stocks like HFCL, IBULSFIN, IDFC or IEX are present in your list.
Some stocks that are really moving like ARE&M, EXIDE, HBLPOWER, KPIL are not in your list.
Deepak Nitrite (06-05-2024)
https://twitter.com/CNBCTV18News/status/1787328038587314199
Stock upgraded by Morgan Stanley.
Microcap momentum portfolio (06-05-2024)
Dear Sir,
Please give through both videos provided by Mr. Viswanthan, he has done great job by explaining step by step process.
Big thanks to Viswanthan Sir for such a noble work & hard work.
Thanks & Regards,
Nitin Desai
Microcap momentum portfolio (06-05-2024)
Thank you Sir for your guidance🙏
I will check my sheet & update you about my mistake.
Hope I am not missing something, better I will watch your video again 
Thanks & Regards,
Nitin Desai
Zen technologies – A micro cap in the defense space! (06-05-2024)
As I allude earlier it will hard to cross 1050 even after results bcoz they need big orders win mark my words if they didn’t get orders worth 2000 cr this year be ready for derating as market discounts future everyone now’s about 900 cr sales in FY2025 but whats next. Keen to see what management says today but as per my experience they always give rosy pictures
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (06-05-2024)
Well, residential real estate has different equation. Residential rental return is expected to be low with relatively higher capital appreciation. In commercial real estate, capital appreciation is directly proportionate to rental returns.
Moreover buying residential property is not always a financial decision, many a times it is more of an emotional decision and sense of security. Financially person may be better off staying in rental property and investing the funds in other better products.
Coming to your other point of REIT benefiting with rising rental returns, that is exactly my point is. In theory yes it is, but the way REITs in India are operating I’m not seeing this happening. REIT management is busy in acquiring assets which is not distribution accretive.