Those tracking Va Tech, can you please tell the difference between EMS Ltd and Va Tech from the business offering perspective ? Wondering why EMS have such higher margin compared to Va Tech?
Posts in category Value Pickr
The harsh portfolio! (18-01-2024)
Hi @harsh.beria93 Yesterday Samir Jasuja the proprietor of P.E analytics offloaded some of his shares. Is it something you would be concerned about?
Hitesh portfolio (18-01-2024)
Identifying sectoral tailwinds will need you to be clued in to the markets. If you are tracking the sector fundamentally then you need to monitor sectoral companies over a period of time and see how and when things are changing for the better. This needs dedicated homework.
On price action front, when a lot of stocks from a particular sector start showing strength, after having gone through troubled times, that is the sector to focus on. And keep track of that sector.
Here it is important to note that some sectoral tailwinds can last only a few quarters, and some will last longer and we need to be able to differentiate between these to develop a strategy to ride these.
It’s beyond the scope of this thread to elaborate on this topic. We have discussed these things off and on on this very thread and on the 52 weeks high thread. You can also go through a few books on investing to get a better idea on this topic. Names of these books too have been mentioned in this thread earlier.
Manappuram chart is not a classical cup and handle pattern. Regarding what is a good entry point etc you can go through the various technical analysis threads on valuepickr and keep updated with them.
South Indian Bank (18-01-2024)
(post deleted by author)
Vedant Fashions (Manyavar) – Niche Branded Retail (18-01-2024)
Any news or view, apart from market correction, which is leading to this non-stop decline in the stock price? One main reason is valuation (in my view) aided by unjustifying lower growth rates and the patchy seasonality of business.
But any other reason or factor which Mr. Market is looking at?
INOX Wind (18-01-2024)
Mr. Devansh Jain’s recent interview where he shares tranaformation journey and way forward for Inox wind…
Good discussion. Must watch.
● Windpower is not an industry in which you can overnight invest in and come in. It’s a complex supply chain. Certification, design, testing, licence, credibility ( of turbine ) takes atleast 3 years to build.So, its 4-5 years journey before Anybody else comes in and takes market share.
● Foreign MNCs can’t compete with our cost structure. Inox wind has lowest cost structure in Wind industry.
● If FY 26 is 7-8 GW market, then we are priming ourself to be
1.5 – 2 GW player.
● planning to make inox green 10 GW O&M company (500 Cr. Ebitda)
● We can increase capacity within 8-9 months, if required.
Disc: Invested & biased
Fireside chat with Mr. Devansh Jain, Executive Director, Inox Wind
Investing Basics – Feel free to ask the most basic questions (18-01-2024)
Assuming some subjectivity towards certain fund houses, AUM size etc exists, resulting in some fund houses being removed, the remaining funds wont be too many. So we can check manually as the expense ratio and turnover are available. Also, not all fund houses are present in all the categories.
And fund managers change with in the schemes, and also move to other fund AMCs, so it helps to read and watch their interviews, because churn turnover can be based on real time, whereas philosophies are usually long term.
Ksolves – a newage software development firm (18-01-2024)
It’s normal movement in any small or micro cap companies particularly on any event day.
Investing Basics – Feel free to ask the most basic questions (18-01-2024)
Is there an online tool to sort mutual funds (equity or hybrid) by expense ratio and portfolio turnover. All sites I have checked just stress on returns which doesn’t tell much about fund manager behaviour.
THanks
South Indian Bank (18-01-2024)
any insight on latest concall happened today and results announced?