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Posts in category Value Pickr
Cyber Media Research & Services Ltd (07-06-2024)
What was the response to this 8cr Demand?
Buy Unlisted Shares (07-06-2024)
Wow, the price with brokers is nearly 2X. Unlisted market is bonkers
Lt foods (daawat) (07-06-2024)
It traded at low pe because of below reasons
1 its commodity buisness rice selling and people were absolutely clueless where they operate
When there were iran sanctions lt foods tanked by 6% where actually they do absolutely 0 revenue
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KRBL was sector leader and much better balance sheet and debt to equity of lt foods was significantly higher
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Kari kari and other value added products are now gaining traction
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There was one major pesticide issue in europe w.r.t indian rice so it created a kind of uncertainty
Now i belive its time has come for re rating
I believe results will be good but some pressure on Profir will be there because of red sea issue
Per month 3cr extra what its impacting management said
Also cuppa rice they once got order from indian railway , it didnt get again but such random triggers are there
Stock is gaining good traction and company also making inroads in saudi market , co incidently KRBL ran into issue with distributor in saudi which is impacting its sales so i believe saudi market gains will be massive and salic is there to help:D
But overall i m positive and havent sold a single share in last 7 years ,
Hitesh portfolio (07-06-2024)
@hitesh2710
Pls share ur views on Current breakout of Justdial .
Thanks
Disc. Invested
Hitesh portfolio (07-06-2024)
@hitesh2710
Pls share ur views on Current breakout of Justdial .
Thanks
Disc. Invested
Amoul Portfolio (07-06-2024)
I have doubled down on Angel One and NPST. This is how the new allocation looks like.
Stock | Profit % | Protfolio % |
---|---|---|
NTSP | 27% | 31% |
DP Abhushan | 98% | 21% |
Angel One | 18% | 16% |
LT Foods | 17% | 16% |
Zomato | 160% | 15% |
I have some cash to deploy but I am confused about whether to add more positions now. I have Dr. Agarwal Eye Hospital, Bajaj Finance and CDSL on my list. At this point, Bajaj Finance and CDSL look like a safe bet as I believe markets will be volatile for the next few months.
Amoul Portfolio (07-06-2024)
I have doubled down on Angel One and NPST. This is how the new allocation looks like.
Stock | Profit % | Protfolio % |
---|---|---|
NTSP | 27% | 31% |
DP Abhushan | 98% | 21% |
Angel One | 18% | 16% |
LT Foods | 17% | 16% |
Zomato | 160% | 15% |
I have some cash to deploy but I am confused about whether to add more positions now. I have Dr. Agarwal Eye Hospital, Bajaj Finance and CDSL on my list. At this point, Bajaj Finance and CDSL look like a safe bet as I believe markets will be volatile for the next few months.
Hitesh portfolio (07-06-2024)
Hitesh bhai, I can see Neuland Labs showing a Bearish divergence on weekly timeframe on RSI. See this
I wouldn’t want our VP community to enter the stock at the wrong time, when technicals are not supporting an entry. If its a trading position for a temporary bounce during sideways, then I am OK. But I believe technical long term entry is after we see completion of 4th wave when 5th wave is about to begin
I would love to enter this scrip at Rs. 4638
Hitesh portfolio (07-06-2024)
Hitesh bhai, I can see Neuland Labs showing a Bearish divergence on weekly timeframe on RSI. See this
I wouldn’t want our VP community to enter the stock at the wrong time, when technicals are not supporting an entry. If its a trading position for a temporary bounce during sideways, then I am OK. But I believe technical long term entry is after we see completion of 4th wave when 5th wave is about to begin
I would love to enter this scrip at Rs. 4638