I will be going for a plant visit next week. Let me know if anyone would like to know about anything specific or any questions for the management.
Posts in category Value Pickr
HDFC Life Insurance Company (15-03-2024)
No idea but directionally I believe HDFC life should do better in 2024 for two reasons. One is of course easing of valuations and second is potential catch up rally that could play out in large caps with underperforming large cap quality stocks getting flows.
HDFC Life Insurance Company (15-03-2024)
No idea but directionally I believe HDFC life should do better in 2024 for two reasons. One is of course easing of valuations and second is potential catch up rally that could play out in large caps with underperforming large cap quality stocks getting flows.
Since Market may remain volatile? can momentum give us yield? (15-03-2024)
Nifty 200 Momentum 30 TRI, which stands as the oldest momentum index.
Identifying companies riding the wave of growing momentum is challenging. It requires not only timing the market, but also having a crystal ball.
This has spawned a host of momentum indices. One of them is the Nifty 200 Momentum 30 TRI, which stands as the oldest momentum index. Its investment pool consists of the largest 200 companies by market cap.
Views of members are welcome.
Since Market may remain volatile? can momentum give us yield? (15-03-2024)
Nifty 200 Momentum 30 TRI, which stands as the oldest momentum index.
Identifying companies riding the wave of growing momentum is challenging. It requires not only timing the market, but also having a crystal ball.
This has spawned a host of momentum indices. One of them is the Nifty 200 Momentum 30 TRI, which stands as the oldest momentum index. Its investment pool consists of the largest 200 companies by market cap.
Views of members are welcome.
Kitex Garments Limited (15-03-2024)
For sure, politics seems like a distraction for Mr. Sabu Jacob, but he might be enjoying it as well or might think it is his duty to participate in politics. I don’t think it is a positive for the partners/shareholders that his energy is spent in politics but sometimes we have to accept that a person will behave the way they feel is right.
Kitex Garments Limited (15-03-2024)
For sure, politics seems like a distraction for Mr. Sabu Jacob, but he might be enjoying it as well or might think it is his duty to participate in politics. I don’t think it is a positive for the partners/shareholders that his energy is spent in politics but sometimes we have to accept that a person will behave the way they feel is right.
Kitex Garments Limited (15-03-2024)
Kitex had given 30 Lakhs to CPM.
CPM and the current CM is Sabu’s enemy#1atleast publicly and CPM is accused of making labour union issues out of vendetta.
Sabu used to be earlier a Congress foe untill they fell apart over something.
When asked about the donation to CPM, Sabu said it’s common courtesy.
CPM hasn’t accepted any funding through electoral bond, Infact they never opened a designated SBI account as required to accept the bonds and Sabu’s twenty twenty is not a national party.
Kitex Garments Limited (15-03-2024)
Kitex had given 30 Lakhs to CPM.
CPM and the current CM is Sabu’s enemy#1atleast publicly and CPM is accused of making labour union issues out of vendetta.
Sabu used to be earlier a Congress foe untill they fell apart over something.
When asked about the donation to CPM, Sabu said it’s common courtesy.
CPM hasn’t accepted any funding through electoral bond, Infact they never opened a designated SBI account as required to accept the bonds and Sabu’s twenty twenty is not a national party.
South Indian Bank (15-03-2024)
(post deleted by author)