My bonus shares (issued in Sept’23) are not reflecting in my portfolio. Anyone holding this company in ICICI securities facing the same issue?
Posts in category Value Pickr
Smallcap momentum portfolio (26-12-2023)
My understanding is that this index is rebalanced twice a year, on 31st Jan and 31st July.
When the index gets updated, I add / delete the stocks in the sheets, “Smallcap 250 table” and “Raw Data”.
Last time several stocks were shifted from Smallcap index to Midcap index. This meant a lot of changes.
Smallcap momentum portfolio (26-12-2023)
Trust you found it useful.
Globus Spirits (26-12-2023)
they shouldn’t have given any guidance on margins, giving guidance on a business where product prices are fixed and input cost in not under your control is like swimming without pants and thinking nobody would notice.
I would call it a mistake rather than calling them untrustworthy,
the analyst community loves to ask for future guidance including me, one has to put his/her own filters after listening to other people.
Mazagon Dock: aptly called “Ship Builder to the Nation” (26-12-2023)
Mazgaon Dock successfully commissions its latest Stealth Guided Missile Destroyer ‘INS Imphal’ at the Naval Dockyard in Mumbai
https://x.com/DDIndialive/status/1739566642542018585?s=20
https://x.com/MazagonDockLtd/status/1739517236241690830?s=20
Discl : Invested at lower level in my basket of defence stocks that include Shipping stocks, holding since last two and half years. Not a buy or sell recommendation. PL do your own assessment before investing. PSU stocks carry an inherent risk of frequent changes in govt policy. However market is discounting the election results in favour of ruling party and hence continuance of govt policy of Atma Nirbhar Bharat.
Narayana Hrudayalaya Ltd (26-12-2023)
India is a place of great growth opportunities where we will continue to invest the lion’s share of our capital: Viren Prasad Shetty – The Economic Times (indiatimes.com)](narayana health: India is a place of great growth opportunities where we will continue to invest the lion’s share of our capital: Viren Prasad Shetty – The Economic Times)
GNA Axles-Poised for growth (26-12-2023)
Due to drop in realisations
Roto Pumps – Fluid Engineering Company (26-12-2023)
I wonder why this Roto Pump thread is dead. Is there any alternate thread for this company?
Roto Pumps – Fluid Engineering Company (26-12-2023)
I wonder why this Roto Pump thread is dead. Is there any alternate thread for this company?
Windlas Biotech – Pure play CDMO currently at ~1.1x sales (26-12-2023)
Trade Generics will grow approx 14% CAGR and become 40,000cr market by 2028. Windlas is well positioned to capitalize on this shift.
