Yup. Still own every company and not added anything… just holding. So not felt the need to post here. Not too worried about CUB. The benefit of buying at 120 is i can sit back and suffer the drawbacks. Its gone up a bit drastically of late with no real good news so not surprised by the drawback tbh
Posts in category Value Pickr
AVG logistics stocks (22-12-2023)
AVG Logistics Strengthens Cold Chain Capability by acquiring fleet of 50+ Cold Chain vehicles.
This greatly enhances AVG’s ability to service recently signed long term contract with India’s largest MNC FMCG Company both on the dry and frozen goods side. This fleet represents 20% of AVG’s current cold chain fleet strength and takes up AVG’s total cold chain fleet strength to 275+.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/67efc470-a03e-4a97-930f-38a9b554ce33.pdf
Is China investible? (22-12-2023)
Then & Now: India versus China
This seemed like a good catchup and this did hit home as it does cover in brief a lot of things between china and india
Is China investible? (22-12-2023)
India Market ticked over 20k this year and many would say it was acutally a consensus trade.
Geopolitical crisis in recent years has caused havoc. But india seems to have tackled all this heads on.
Flows towards india has been highest in 4 Years Vs Key Emerging Markets. This flow is important variable for india market’s success. But domestic investors have shows strength too.
China on the other hand has faced the brunt of geopolitical pressures and that exact pressure has trickled down domestically too. And i purpose of creating this Valuepickr thread is more towards gaining knowledge and jotting down issues pertaining to China. And just try and figure out the narrative “Is china investable?”. And i would hope to look beyond the consensus narrative.
Let me try and explain the narrative a bit.
1 Year comparison on one of the MF vs the Nifty benchmark
5 Year comparison on one of the MF vs the Nifty benchmark
Comparisons are all good but what are real drivers. Speaking of drivers checking on how china drives to work or in general. I have start with the trouble maker in the pack when it comes to EV. Yes “Chargin infrastructure” China seems to have aced here.
China’s Growing EV charging Network
CCL Products (22-12-2023)
Can anybody throw some light on Vietnam coffee production trend and prices of coffee in near term??
Gujarat Themis Biosyn Ltd – Bulk Drugs growth momentum (22-12-2023)
First promoter(largest stakeholder) pledge created today, 2.34 % share pledged. Did the company share anything about raising of funds?
MTAR Technologies – A wager on innovation meeting economies of scale (22-12-2023)
I believe those selling promoters are not the active management … I guess, but the selling shares are transferred through gift from the MD. Hence the promoters are cashing out at regular intervals, which is might not provide any direction about the business activities…
Indian Energy Exchange (IEX) (22-12-2023)
Hi Amnesiac,
Any idea how much is the commission today? As far as I know, the current commission is 2 paise per unit of electricity traded. I may be completely wrong. But if it is around this value, is it not already too low? Can it reduce further?
The harsh portfolio! (22-12-2023)
Harsh can you please also talk about the annual chur you have done so far since the beginning of this thread and also the XIRR targetted vs achieved?
Really appreciate it.
-Abhishek