China Tensions dominate TAIWAN polls. Geopolitical heavy event year across china and ROW
Posts in category Value Pickr
Hitesh portfolio (12-01-2024)
Hello hitesh bhai one question is generally when there is a tailwind in particilular sector the companies which have moat or advantage or existing untilized capex does well. My question is what is allocation in a sector that one should look . Themes like railway or green energy or chemicals did well in 2020/2021/2022 respectively. Most made 3-10 × depending on company to company. How would you look at to allocate / conservatively agressive approach to portfolio while deciding allocation on portfolio level to tailwinds in a sector ( stock selection ) in that sector
Mahindra & Mahindra Ltd. – a federation! (12-01-2024)
India Japan fund invests 400cr on the same day Mahindra launches a substantial xuv400 refresh.
Filtra Consultants And Engineers Ltd (12-01-2024)
Good Decision. Just for understanding, when selling Filtra, are we allowed to sell in any number of stocks as we wish, or is it restricted to selling only in lot sizes?
Avanti Feeds (12-01-2024)
Yes, this seems like a significant development indeed. Market seems to be recognizing this as many shrimp stocks are making new 52 week highs on strong volumes. Very interesting how it plays out.
Yatharth Hospital & Trauma Care Services Limited (12-01-2024)
@chikspat what is your view on the ongoing court case on the Ramraja hospital. They have got the stay though but it will hamper there growth in any sense. Given revenue is very low from that hospital.
Disclosure:
Invested and biased.
Oriental Carbon and Chemicals Ltd (12-01-2024)
Hi, I am trying to open mentioned link today but getting null values for most field.
Do you know if NCLT has approved the demerger?
NPST – Technology Provider for UPI Tech (12-01-2024)
Hi
In one of the previous management interactions they mentioned they have 2nd largest market share in the area they operate and that the first player is not listed. Any idea as to which this largest player is?
Gulshan Polyol Company Unfolding Next leg of Growth (12-01-2024)
Can you highlight the capex coming live and from which quarter or month onward we can expect its impact on financials.
Gulshan Polyol Company Unfolding Next leg of Growth (12-01-2024)
Hi Thanks for Highlighting I did not find so i created Anyway i have shared the same