Right. I think market will just shrug it off and wait for the next two quarters to make up its mind. The merger is still work in progress.
Posts in category Value Pickr
Hitesh portfolio (21-04-2024)
@hitesh2710 sir thank you for your work and absolute help you provide with insights to this community.
I have some questions:
- What are your thoughts on FIRE and when did you pull plug from working? How many years did it take for you to achieve financial independece?
- How do you find stocks for fundamental bets in smallcaps? What is your screener and filter?
- How do you find technofunda bets?
- What has been your average CAGR so far?
HDFC Bank- we understand your world (21-04-2024)
Well, management made it clear why they increased provision. Bank inherited a lot of potentially bad loans from parent and increase in provision is a cautious move to protect balance sheet.
Overall, I won’t say it was a very disappointing result due to very low expectations this time around and there were some green shoots (e.g. beat on NIM). If there was to be a correction in stock tomorrow, it should be limited (as opposed to last time).
Lincoln Pharma … the next mid-cap pharma in the making …? (21-04-2024)
The topline is growing but only at 10% and the company has not announced any capex till now so the market is valuing it for growth
Oriana Power – SME play on Renewable Energy (21-04-2024)
I will request small investors not to be carried away. The solar power sector is hyped a lot. Just because Waaree and KP are quoting at high elevation should be enough to have caution. And a big negative is that the stock is in SME category. Moreover this sector has no MOJO. No special technology is required here and only factor that counts is execution. So it will be difficult to maintain the growth after this financial year. The company is expected to achieve above 1000 cr turnover in 2025 which will be almost 300% growth. But after this growth will come down. Also margin is bound to come down as cell and module price will not be that cheap due to Govt policy. So it is very risky to enter into a hot stock. All said, the stock may sky rocket in short term as is the trend currently.
Pragnesh’s portfolio (21-04-2024)
@Pragnesh Could you please share your latest portfolio? Thanks
Zen technologies – A micro cap in the defense space! (21-04-2024)
Zero debt, 40% opm, cash of 222 crs in book, high growth with no major capex. If the company is able maintain the margin with revenue growth, the story might continue. Awaiting for the Mar earnings & call.
How to register with SEBI as a Research Analyst? (21-04-2024)
Check this video. It will help
How to download the SEBI Original Certificate for compliance | SEBI Research Analyst KYC compliance
Divyashakti Granite – Graham Cigar Butt? (21-04-2024)
There is fraud reported on divya shakti group that promoters have transferred shares of public on to their own name…https://www.youtube.com/watch?v=m8AcwjSu6e4 …