Vietnam coffee prices are on peak…but in an interview management is intact on its guidance.
Not able to understand what’s happening in this stock.
Posts in category Value Pickr
CCL Products (24-12-2023)
Hitesh portfolio (24-12-2023)
He’s on or was on Vpickr : Tar’s Portfolio and Information Attic you can read and decide for yourselves.
Hitesh portfolio (24-12-2023)
He’s on or was on Vpickr : Tar’s Portfolio and Information Attic you can read and decide for yourselves.
The Anti-Portfolio (24-12-2023)
Found more growth here and coverage on this forum too, bit cheaper side compared to peers, only interested in the specific sector. The stock can still move perhaps after a quarter or two, 5x this year to be precise. Very nice fixed assets turnover here. Chart looks good for entry. It’s just bottom 4 by holding size ranking in folio, not making big bets in overheated market indeed! Especially with limited research!
Ambika Cotton Mills (24-12-2023)
Disclosure: Not invested
Consider an empirical inquiry:
Monitor the fluctuations in cotton prices vis-à-vis Ambika’s stock prices.
The hypothesis posits a direct correlation between the price of cotton and Ambika’s stock value. Specifically, a surge in cotton prices is anticipated to coincide with an upswing in share prices.
The underlying theory suggests that Ambika mgmt operates within the company’s its distinct economic horizon and cycle.
The company strategically procures raw materials at low prevailing prices but refrains from immediate sales. Instead, relying its financial capacity, Ambika stockpiles raw materials until market cycles turn and raw material costs escalate. Consequently, an ensuing surge in Ambika’s stock prices is expected, driven by the company using and processing its stored supplies to its buyers.
This is a conjecture, and any inherent flaws necessitate further examination.
The Anti-Portfolio (24-12-2023)
Almost no research, this one kept popping into visibility likely due to their IPO this year and indeed trigger was the coverage in IAS. Yes, I wrote it’s just run of the mill, it does have a sufficiently long track record, so could be growing into a strong stretch going by results. It’s quite small sized, not even close to mid tier, yet. Just figuring in my bottom 3 holdings ranking by size. May get flipped quickly!
Petronet LNG Limited – Green India with Clean Fuel (24-12-2023)
Could you please explain the rationale here? It makes sense for BPCL and HPCL to foray into EV charging as it could become a natural extension to their Gas stations, but where does Petronet fit in?
Infosys Limited – Are we getting a discount or no? (24-12-2023)
Any guesses which company it was?
IDFC First Bank Limited (24-12-2023)
One more: Reducing Infra and long-term legacy bonds will help boost ROE.
Hitesh portfolio (24-12-2023)
Hi Hiteshbhai,
Thank you so much for sharing wisdom and guiding new investors.
My questions might not belong to this thread (Apologies in that case), but should you or other experienced investors can answer it would be a great help to me!
I am interested to know about Invest Karo India website content. The author is TAR. Someone told me his content is a good read to understand sector rotation/analysis and playing some swing trades. I tried to find some google reviews before I subscribe for service but not much information available.
Can anyone share experience if you are aware of the author credential or success rate?
Thank you,