I wouldn’t count too much on it. There seems to be a lot of competition in this area. I also suspect that it takes time to bring in acceptability for the products. But it is definitely an area that suits the capability available at Avantel.
Posts in category Value Pickr
Kovai Medical Center and Hospital – Health and Wealth (25-08-2023)
It is a off market buying…they didnt buy in open market…i doubt if they paid current price for the share
How to register with SEBI as a Research Analyst? (25-08-2023)
Per the current regulations, it is not possible.
How to register with SEBI as a Research Analyst? (25-08-2023)
You need a post-graduate degree in in finance, accountancy, business management, commerce, economics, capital market, financial services or markets per the SEBI RA regulations.
IGNOU courses (discussed in this thread) are the most efficient option (to fulfil the SEBI criteria)
How to register with SEBI as a Research Analyst? (25-08-2023)
Out of curiosity, is it possible for someone with no college degree to become a SEBI Research Analyst?
Sika Interplant Systems Ltd (25-08-2023)
I meant in terms of operations? Are they getting decent orders? And how does the financial performance looks like…
Hitesh portfolio (25-08-2023)
For short term technical picks, described as positional trading, which entails investing for a few weeks to few months, too much fundamental analysis is often not needed. Mind you, this type of investing is most profitable in a roaring bull market.
At best, you can have a look at quarterly numbers, promoter integrity, balance sheet etc to weed out the garbage quality stocks. These too can go up in a bull market, but personally I prefer my short term bets also to be of reasonable quality in terms of business and management.
Here the most important thing to figure out is the possible trigger for an upmove. If that is easily identified and company meets other criteria for a decent business, a big position can be taken. If your portfolio is big, then you need to check out the liquidity in terms of number of shares traded also, so that entry and exit are easy.
Most of the times, these short term bets are sectoral bets and hence it makes sense to check on sectoral tailwinds. And then select a few stocks from the sector. I usually go for a number 1 or 2 as one candidate and other couple of candidates from lower down the pecking order. In sectoral rallies, usually the ones that come down the pecking order tend to do well. But if the rally reverses, the solid companies will correct the least. So we have to position accordingly.
NRB Bearings – EV and exports to drive growth? (25-08-2023)
One more BUY-BACK from promoter.
Just sharing.
Any views?
dr.vikas
Jio Financial Services (5th largest financial services company) (25-08-2023)
Well, they do not have any earnings as of now…
Indiabulls Housing – A compounder from here? (25-08-2023)
The updates from the latest concall is a testament of the company embarking on a new journey of being asset light model with early repayment of entire FCCB debt, complete promoter exit, professionally run management, renaming and rebranding exercise, guidance of mid-teen Roeby FY26, d/e ratio of 1.8, p/b of 0.4, AUM growth guidance from Q324…Given the current valuations and all the headwinds behind, this stock deserves a benefit of doubt!