It has blasted in last 2 days, up by almost 50%. Have not been able to find any news.
Posts in category Value Pickr
Hitesh portfolio (01-09-2022)
In recent past ever since correction began from Oct 2021, there have been many instances where indices have fallen 10-15% and have taken many stocks down with it to the tune of 10-15% or higher. I am okay as long as my portfolio stocks fall due to general market weakness, (though I would prefer to see them standing strong. ) The worry is when markets are steady or uptrending and my portfolio stocks are going down consistently. In such situations, I would like to take a closer second look at the investment argument and check my thesis. If there are any chinks in the armour, I would prefer to take necessary action.
The other situation where I often sell my portfolio stocks during a market meltdown is when I see much better opportunities in other stocks which also have corrected due to general market weakness. Idea is always to move into companies with strong business and price momentum. If price momentum is weak all across companies, I would prefer companies where the investment thesis is clear and simple and earnings visibility is predictable and strong.
@Shakti_Srivastava You have already highlighted the big negative about IEX in your query. Its prone to disruptions and govt policies. So why should there be a question of putting it in my core portfolio?
Ravi’s Portfolio – Seeking Feedback (01-09-2022)
I have not compared Dr Lal with Hospital businesses. In Diagnostic business Dr Lal is leader and I feel they will continue to dominate this space. Added this in small proportion mainly due to price correction. Currently in watch mode and will decide more steps after seeing it’s business performance.
Saregama India Ltd: India’s premier music publishing label (01-09-2022)
Some stats that I could find online:
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YouTube Shorts receives 15 Billion views daily which was 3.5 billion views in 2020.
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More than 70% of YouTube watch time is through mobile and Shorts are mostly consumed on mobile devices.
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More than 70% of YouTube Shorts are longer than 15 seconds. Max limit for any YouTube short is 60 seconds. This average duration being 15 seconds will help music labels as nowadays only a small line of a line is becoming more and more viral (also known as the “hook” line of a song).
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YouTube has a $100 million YouTube Shorts creator’s fund. This is a very big initiative from Google to encourage creators to get bonus monetization for creating shorts. This bonus can vary anywhere from %100 to $10,000.
NMDC-Value or Cyclical? (01-09-2022)
I guess Mr Damani’s name appeared in April 21 shareholding pattern (May21 was highest price NMDC traded in last 10 years) and since then I could not find his name in NMDC shareholder list.
HDFC Ltd – Beneficiary of forthcoming inflation? (01-09-2022)
HDFC notification to the stock exchanges in relation to the proposed scheme of amalgamation for the amalgamation of HDFC Property Ventures Limited and HDFC Venture Capital Limited with HDFC
Capital Advisors Limited
Biocon – The ultimate biosimilars play! (01-09-2022)
Biocon notification to the stock exchange
“The U.S. Food and Drug Administration (US-FDA) conducted three on-site
inspections of Biocon Biologics’seven manufacturing facilities spanning two sites
in Bengaluru, India and one at Johor, Malaysia. These inspections started with the
Bengaluru site on August 11, 2022 and concluded with the Malaysia site on August
30, 2022.
Outcome: The agency issued form 483s with 11 observations each for the 2 sites in Bangalore and 6 observations for the site in Malaysia
Piramal Enterprises Ltd (01-09-2022)
Depends on various regulatory approvals so company said listing of PPL shares would be in Q3 i.e Oct to Dec 22