Have made a small note.
Posts in category Value Pickr
Shivalik Bimetal Controls Ltd (SBCL) (08-10-2024)
Geopolitical risks pushing global oil prices beyond $80 per barrel with major potential upside risk , EVs will gain mainstream focus once again. Shivalik is clear beneficiary of this trend as can be seen from stock price action in last few days.
Premier Roadlines Ltd (08-10-2024)
Management Interview at Alpha Ideas
Medi Assist Healthcare Services Limited (08-10-2024)
I believe the scenario is different when it comes to group health insurance ie for corporates – thus mediassist has a bigger market share in that segment – though I haven’t done any thorough research on the same but thats what I felt intuitively
Also this article might help understanding a bit of competitive advantage they have
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (08-10-2024)
Going back to my previous comment made 6 months ago on the company, I still don’t fathom the hype around this stock. In the last 2 months I have got several whatsapp tips on this stock.
I’d rather play EV theme, if at all, with better quality names and protect my capital.
Small or microcaps with zero ownerships from institutions or tier-1 PMSs are driven by liquidity from tier-2 PMSs or big HNIs and once they notice sign of bull market flattening or in recession they will bail out causing even further deep cuts in the stock prices.
Samhi Hotels – Turnaround with Tailwinds (08-10-2024)
Yes, because some of the case is used in acquisition.
Hindware Home Innovation Ltd on to rapid growth post demerger? (08-10-2024)
The stock price keep going southwards without any hope for any reversal. Any specific reason attributed for this drastic fall?
I could see LIC children’s MF has taken a position recently along with another FII despite not so good results.
Silicon Rental Solutions- good but not great (08-10-2024)
Recent presentation by company at Alpha Ideas SME stars 2024.
Company did confirm there was one trading opportunity of service as I mentioned in my observation in above study.
Please go through it if interested.
Hitesh portfolio (08-10-2024)
Markets are under severe pressure since last week and the weakness continues as of yesterday. Overall we have seen a lot of carnage in a lot of stocks and portfolios within a few days. That is the norm with sharp corrections.
Where this correction ends is anybody’s guess. Technical experts were expecting support at around 25300-25500, and below that 24700-800. We are close to the lower of the two levels, and still are not sure which way things will pan out.
Factors affecting sentiments are plenty, including the geopolitical situation, affecting oil and currencies, local factors (which seem temporary) in form of state election results, China resurgence ( with a theory that FIIs are fleeing India and shifting their bets to China) , so on and so forth. The good thing is markets often bottom out on bad news, so who knows we may have a chance.
As with all corrections, its prudent to remain stock specific and focus on companies we hold. If any switch is needed, it can be done if possible beccause in these type of corrections, everything corrects to varying degrees, so switching is easy if size of holding is not too big a problem.
We still do not have any signs of reversal from this correction, so would be prudent to be watchful and see how things pan out. If we are fully invested, there is nothing else to do but grin and bear the pain. And hope it eases soon. For those with cash, its a question of what to buy and how much to buy.
@pulkit09 I don’t have any idea about BLS E services.
Jupiter Wagons Ltd (previously CEBBCO) (08-10-2024)
How is the valuation looking for RW stocks at present? And what can be the recovery time post the crash happening currently?