you can see my thread here Mudit’s Portfolio (Passively Active)
Posts in category Value Pickr
Avonmore Capital (14-09-2023)
Almondz Global
Anti dumping duty (14-09-2023)
some of the compay i found manufacturing of cold rolled sheet.
Metalman industries, Manaksia steels ltd, Vaksons Automobiles ltd, Mishra Dhatu Nigam Ltd, Manaksia Ltd, Rama Steel tubes ltd, SCL Kerala Ltd, Tata Steel, Good luck india
Linc Ltd: Writing the future of Bharat (14-09-2023)
Pentonic seems to have changed the face of the company.
Mitsubishi Uniball having 13% share in the company tells a lot about the strong hold in Domestic market.
With newer products under Pentonic and with new Subsidiary for Morris linc, future looks interesting.
Any Idea exactly what changed after FY 2022? According to the management it was the introduction of Pentonic the revenues started seeing some growth. Any thing else I am missing out?
Disc: Holding Tracking Position
Linc Ltd: Writing the future of Bharat (14-09-2023)
(post deleted by author)
Power grid – a superior alternative to Invits (14-09-2023)
I fully agree on the current scenario and keeping an eye on its movement. 11.3 per cent yield on a Triple AAA government rated instrument is too tempting to ignore. My view is that Market is not liking the idea of Power Grid Invit dipping into reserves last quarter for maintaining DPU guidance and their future commentary is also currently not encouraging.
I stil may get tempted to enter below 100 mark as 12 percent yield and long runaway will give enough margiin of safety and a postive management commentary can trigger rally to 140 levels.
Keeping in watchlist.
Linc Ltd: Writing the future of Bharat (14-09-2023)
Nice write up and wondering why there wasn’t thread on Linc…Just to add, Mitsubishi Pencil (Uni Ball) holds 13.45% equity and I have very nice impression about promoters…Regular dividend paying except covid year. They have really cracked the code with Brand Pentonic. also, amicably settled shareholding among promoters just a few days back…
https://www.business-standard.com/markets/news/sebi-exempts-two-trusts-from-making-open-offer-to-linc-s-shareholders-123081400810_1.html
This space is going tobe exciting with Cello and Flair filed for IPO…
Disclosure: holding since more than 10 years…7% of PF.
52 week highs and all time highs strategy (14-09-2023)
CDSL cmp 1322. Stock price broke out of a daily cup and handle pattern above 1260, marked in solid blue line. The breakout happened with a big bull candle with high volumes. Next day stock price gapped up between 1291 – 1308, and hit a swing high of 1430, before correcting along with the brief midcap and small cap sharp correction. It went down, retested the gap area, and reversed from there. It now seems to be stabilising above the breakout zone and gap up zone.
Note smaller breakouts in dotted blue lines, which could have provided early entry points for someone closely tracking the stock and its chart.
On daily chart, on candlesticks, stock price has formed a candlestick pattern called homing pigeon, which often signals reversal. Today the volumes have also fallen drastically as compared to preceding few trading sessions. Next couple of days should provide an idea on whether this candlestick pattern plays out or not.
The pattern target of cup and handle ( if pattern plays out ) breakout are close to 1600.
disc: invested as a technical bet. ( not a recommendation , anyone contemplating any buy/sell should do their own diligence. )
Is Buy and Forget a Myth? (14-09-2023)
Ya u r true.If anyone has found value we should stick to it as long as its value remains intact.But major problem is that value and the purpose sometimes management sometimes some major macro event suddenly arises that affect the company severely . In these situations our purposes to remain invested also changes.One recent example that happened to me.I had invested in Route mobile for quite sometime .Business was doing well gud result and stock was also going gud.suddenly promoter sold his whole stake to one foreign company.What should be our course of action in this regard?
Poly Medicure – at an inflection point! (14-09-2023)
How to find this information Sir?