Have the right shares been credited? I still don’t see in Demat account…
Posts in category Value Pickr
52 week highs and all time highs strategy (14-09-2022)
Even from a fundamental perspective, the Q1 results of Speciality restaurants were very encouraging. They have closed their loss making outlets and converted them into cloud kitchens. Management intends to go slow wrt further expansion. They are unlikely to repeat the mistakes of the past.
If the Q1 performance sustains over the next 3 Qtrs ( Q1 NP was Rs 15 cr ), it may end up with a net profit of Rs 60 cr for FY 23. That sounds like a very good deal for a retail chain trading at a mkt cap of less than 1200 cr.
Just my 2 cents !!!
52 week highs and all time highs strategy (14-09-2022)
Dear Hiteshji,
Techno electric never went past 320 levels and for the last 3 months hovering around 280-310 range like down trending channel. How do you see this when you look at technically.
Are you still tracking it or invested in it ?
Thank you.
Opportunity in banking industary (14-09-2022)
Another bank that one may consider is Karur Vysya Bank. Its an old generation private sector bank ( mainly focussed on MSMEs ) that faced a lot of asset quality and growth related issues in the last 10 yrs.
The bank is now turning a corner. The gross slippages in the last 3 Qtrs have been less than 0.5 pc of the loan book… which is a very good sign. NPA clean up is happening at a rapid pace. Even the loan growth is picking up. The management is guiding for 15 pc loan book growth going forward. Plus the Bank trading at extremely cheap valuations.
If the Bank the sustain the performance of last 3 Qtrs over the next 1-2 Yrs, a lot of upside can get unlocked here.
Disc : invested from Rs 69 levels. Biased.
Bull therapy 101-thread for technical analysis with the fundamentals (14-09-2022)
Thanks for sharing your thought process here. Insightful. Though my own style is not that of a trader (even if I end up trading occasionally anyway when something dents my risk-reward assessment), the way you have articulated your approach is something for me to think about. I also did not know of the Kelly Criterion. It’s been a slow journey for me to build the confidence to increase my position sizes. As you put it, I have relied more on what “feels” right. A framework like the Kelly Criterion could help me be more structured about it. I will study this further. Is there some excel calculator on that available that you are aware of?
Future Compounders (13-09-2022)
As far as I know mirza international is shoe trading company they dont make shoe they buy from outside and sale in India. Plus, why I dont like this busssiness when i was researching it 3 year back i got to know their promoter is corrupt, and i forgot the exact reason. But I guess that what bcz related party transaction. I am kind of sure on that. So pls look out.