Posts in category Value Pickr
Kovai Medical Center and Hospital – Health and Wealth (01-01-2024)
Seems to be a mistake from my end. Apologies.
I can’t recall now — but I probably meant to say that 14 Crs is quite a jump from 9 Crs in the last Half Year.
BHASKAR My next 20 years – portfolio (01-01-2024)
Excellent portfolio. Please let me know your thoughts on Astral for long term which is in Pipes segment.
Investing Basics – Feel free to ask the most basic questions (01-01-2024)
thanks for your guidance
Garware Technical Fibres (Earlier: Garware Wallropes) (01-01-2024)
Crude Production is not going to stop. Crude derivatives and feedstocks are required across chemicals, fertilizers, CNG, LNG, textiles and plastics industries for next few decades even beyond 2070. There are no large scale and viable options for removing derivatives from these markets. Only impact is on fuels for vehicles.
Genesys International – Product Monetisation (01-01-2024)
Thank you for this. I recently took a position in Genesys purely based on technical analysis. But as the OP said, the valuations seem very high and if the growth doesn’t materialize, the stock might not do well. But sometimes, a stock moves up before the fundamentals improve. I hope this is the case here, but I have a stop loss in place in case the things take a turn for the worse.
MapMyIndia – The Map Company (01-01-2024)
In terms of growth, i feel yes. They have quite good growth every quarter.
Vodafone idea trying to rediscover itself (01-01-2024)
Vi up 21% as Elon Musk’s Gujarat visit on January 10 sparks market talks of a deal by the tech billionaire to partner with an Indian telecoms player. Amazon too will require a spectrum partner for its space linked broadband business and Vi could be a potential suitor for any of the two, believes the market. Recently, Vi also paid Rs 1701 crore to the government for 5G spectrum it had acquired in the 2022 auction
They could still lease out the spectrum right? without Elon/ Bezos taking a stake.
Disclosure : no positions. Curious about the recent rise in prices.
Amit Jain’s Portfolio (01-01-2024)
If you can add 1 line describing why, it would be good e.g. Why Rajesh exports? or Why Power GRID Invit and not Indiagrid?