wow, you have done well by identifying this script so early.
Posts in category Value Pickr
PGINVIT impairment of investments in subsidiaries and book value (30-09-2024)
Any view on what will be the DPU trajectory for the remaining life (~28+ yrs) of the existing assets? Assuming no further acquisitions.
Is this info available or possible to compute basis the contracted tarrif rates of their existing contracts?
Kiri Industries: Loan reduction and demand surge (30-09-2024)
So, promoter shares have been encumbered due to a loan facility availed by them for their subsidiary company in Singapore. How is it different from pledging the shares? What could be the implications
About the Special Situations category (30-09-2024)
Experts please help me with special situations on the following areas:
- Which government website should be followed for demergers and other special situations?
- Which part of the document/filing is the most important in the demerger scenario?
- What do you typically look for in a demerger? Good as well bad?
- Any book apart from Greenblatt for special situations or other blogs or books or YT channel?
Please do share your learnings.
Mayank portfolio (30-09-2024)
| S.NO | STOCK | PORTFOLIO % |
|---|---|---|
| 1 | GARWARE HI TECH | 14.1 |
| 2 | KRSNAA | 5.7 |
| 3 | NUVAMA | 11.7 |
| 4 | SENCO | 15.3 |
| 5 | PRICOL | 7.6 |
| 6 | SUPRIYA LIFE SCIENCE | 7.2 |
| 7 | ORIENTAL A | 4.6 |
| 8 | LAURAS LAB | 6.1 |
| 9 | NEULAND LAB | 6.2 |
| 10 | THYROCARE TECH | 4.7 |
| 11 | PRIVI SPECILITY | 5.7 |
| 12 | DEEPAK FERTILIZER | 5.6 |
| 13 | JUBLANT PHARMOVA | 5.6 |
| TOTAL | 100 |
| SECTOR | ALLOCATION% |
|---|---|
| MISCELLANEOUS | 14.1 |
| DIAGNOSTIC | 10.4 |
| WEALTH MANAGEMENT | 11.7 |
| RETAIL | 15.3 |
| AUTO ANCILLARY | 7.6 |
| CHEMICAL | 15.9 |
| PHARMA | 25.1 |
| TOTAL | 100 |
Blockquote
Chaitanya’s Portfolio (30-09-2024)
Hi Everyone,
This is my quarterly portfolio update #2.
I have added allocation in Bajaj Finance after the results when it was falling continuously and I was comfortable with the entry price.
Also there are 3 new additions all of which are smallcaps with comfortable valuations.
- Nirlon
- Shriram Pistons & Rings
- Ganesh Housing Corporation
Krishca Ltd : A SME offering steel strapping Solution (30-09-2024)
Smart way of risk mitigation.
Kiri Industries: Loan reduction and demand surge (30-09-2024)
Encumbered share means those shares cannot be traded. these are locked. Locked can be because of many reasons – agreement with company, anchor investor locked for certain time after IPO, pledged.
Srestha Finvest Ltd: A Strategic Shift Towards Green Finance and Sustainable financing (30-09-2024)
Can someone share the AGM notes, incase they attended? Found this short summary by someone on moneycontrol.
Neuland Laboratories Limited – Transformation towards niche APIs? (30-09-2024)
Price movement in short term is always speculative to comment upon. The long run story of the company is rock solid. The new about karTX in my view was already known to the world if one is tracking the analyst meets diligently. In my view, its a must have stock in everyone’s portfolio, not for next 2 years but for many years to come because good management like Neuland is a rarity. The stock will always surpass all expectations in the long run. So if one has intention to invest in stock for long run, it doesn’t matter whether you are investing at these rates or lower or even higher. The stock is a beauty, that will continue rewarding investors.