Posts in category Value Pickr
Campus Activewear – betting on the India Consumption Theme (21-01-2024)
Absolutely Agree with you results were quite bad last quarter. I hope they perform this quarter much better. And I Do See Almost Everyday people wearing campus shoes. in gyms, gardens and i have gone out to ask people about the product and have received positive reviews from many. Although i still also know that most of the people still do not know about the brand.
Disc: Invested
Note: This is not a buy/sell recommendation.
Tilaknagar Industries- Potential Turnaround Candidate (21-01-2024)
The frequency of key resignations is concerning? Seems to be getting overlooked in the current bull market?
The PSU Rally- Could Another Ketan Parekh Jack Up Prices Now? (21-01-2024)
I agree, someone might not sell when the move is like that crazy. But then again someone might sell to maintain the balance, you know, the greed. I dont see any logic behind this type of valuation in IREDA. I agree, the scope is huge, but it wont be achieved tomorrow. I will be not comfortable with a valution, which is already factored in the next 2-3 years growth.
Besides, there is other matter. I didnt get a chance to get in the initial phase and then it went out of my radar. I started buying at 118-119 level and the way down. so selling my top was to bring the avg down. Most of my buys are in the range of 101-107.
I am not saying I dont regret selling (it was wrong, as you said), believe me I do… but you know- “Bech ke pastao”
Syngene International (21-01-2024)
Is Syngene a monopoly company?
Jupiter Wagons Ltd (previously CEBBCO) (21-01-2024)
@jitendrajain17 any idea when it’ll move out of the 5% band and into 20%?
Also, where can one check this?
AGI Greenpac- on the cusp of growth? (21-01-2024)
On a contrary note, there will be a capacity shortage if HNG is not acquired, will make prices higher, HNG running is crucial, after fire incidence, value offered looks high for HNG. SBI may have to take a higher cut if deals with ARC, my gut feel is this shake up is transient as it happens always in some form when a great business is available and investors want to accumulate. Have picked it at below 200 levels and will keep it as even if HNG is not acquired than more new capacities will be added.
How to fund an HUF account (21-01-2024)
The relevant section of Income tax for gifts is section 56(2) and for clubbing of income is section 64. Though section 64 does not mention huf.
ICICI Bank – Contrarian pick (21-01-2024)
ICICI Bank’s net interest margin for the quarter is 4.43 percent vs 4.65% (yoy) – For Short Term Investor
The management has guided that margins for FY24 will remain similar to the previous financial year. The bank ended FY23 with 4.48 percent as its net interest margin – For Long Term Investor