Technically, chemicals are still looking weak. And I think fundamentally also not much has changed.
Posts in category Value Pickr
Skipper Ltd., (Power and Water) a moat in making? (21-03-2024)
Promotors making small open market buys.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (21-03-2024)
So how do we see this impacting SW SOLAR?
Hmm ……
E2E Networks Ltd – Listed small Cloud computing player (21-03-2024)
In fact, after seeing the spotlight on Yotta in the NVIDIA event, I had a thought maybe Yotta may steal e2e’ s thunder by getting preferential treatment in allocation of Blackwell!
Discl: invested and trying not to be biased
The Anti-Portfolio (21-03-2024)
Results are good. However EV charger sales is not good qoq
Hindware Home Innovation Ltd on to rapid growth post demerger? (21-03-2024)
At present, Hindware has price sales ratio(P/S ratio) less than 1.
I think long term investment will give good return from here.
Disc …invested
SmallCap Hunter : Trying to find the dark horses with triggers (21-03-2024)
So the markets had a good fall on 13th march, after the SEBI chief had said SME’s could be in bubble territory.
The most hurt is chemical sector, from past 1 year it has already been underperforming, and now it has corrected more with the bloodbath.
Can the chemicals lead the next leg of rally ?
Hitesh portfolio (21-03-2024)
But then fundamentals are based on the numbers that company posts and underlying assumption in analyzing fundamentals is that those numbers can be trusted.
If promoters lack integrity in one area, how can they be trusted in the other areas of their businesses? It’s like trusting a student to have worked hard to score A+ in one subject when you have known them to have cheated in the other subjects.
There are so many stocks where operator action, financial engineering and low float work together like a magic to sustain multi-year bull rally.
I find it surprising as to why in India so many small caps companies get away with their dishonest practices. I often get a sense that all these tax raids or audits or regulatory rap on the knuckled are only reserved for big companies.
Another news of a small cap company taking investors for a ride.
SmallCap Hunter : Trying to find the dark horses with triggers (21-03-2024)
All these stocks have seen their prices surging far ahead of their earning performances.
Hero Motor – Leader in two wheeler (21-03-2024)
Premium segment will definitely see a war for market share with Hero doubling down on their premium strategy (plus partnership with Harley Davidson) and Bajaj increasing focus on domestic market. All of these players have the same advantages (distribution, brand and scale) that you have highlighted. TVS is doing quite well and most of all those positives seem to be priced in (at a lofty P/E of 60) as stock has seen one way rally for last couple of years.