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Posts in category Value Pickr
Vikrant B’s Portfolio (10-09-2024)
NTPC Ltd -15.35% – (68.94%) Profit
Samvardhana Motherson International Ltd -14.70% – (130.31%) Profit
Jio Financial Services Ltd-13.66% – (3.54%) Profit
IDFC First Bank Ltd-11.16% – (11.61%) Loss
Ujjivan Small Finance Bank Ltd-10.31% – (8.72%) Loss
Indian Renewable Energy Development Agency Ltd- 8.28% – (41.05%) Profit
BCL Industries Ltd-7.90% – (5.89%) Loss
Indian Oil Corporation Ltd- 6.02% – (90.19%) Profit
NHPC Ltd- 5.65% – (118.42%) Profit
Shree Digvijay Cement Co Ltd -4.89% – (0.95%) Loss
Gateway Distriparks Ltd -2.09% – (8.30%) Profit
Hello Value Pickr’s
This is the updated portfolio on 10/09/2024,I am a basic salaried person who has built this portfolio from August 2022,which I regret starting late.Due to my office timings I cannot keep track of the news,concalls,deals but I tend to invest seeing the fundamentals and technicals.I have made huge mistakes by profit booking REC,Poonawala,SJVN,Hudco and partial IOC and NHPC also.Could you just suggest and let me know where I can improve upon
Vikrant B’s Portfolio (10-09-2024)
NTPC Ltd -15.35% – (68.94%) Profit
Samvardhana Motherson International Ltd -14.70% – (130.31%) Profit
Jio Financial Services Ltd-13.66% – (3.54%) Profit
IDFC First Bank Ltd-11.16% – (11.61%) Loss
Ujjivan Small Finance Bank Ltd-10.31% – (8.72%) Loss
Indian Renewable Energy Development Agency Ltd- 8.28% – (41.05%) Profit
BCL Industries Ltd-7.90% – (5.89%) Loss
Indian Oil Corporation Ltd- 6.02% – (90.19%) Profit
NHPC Ltd- 5.65% – (118.42%) Profit
Shree Digvijay Cement Co Ltd -4.89% – (0.95%) Loss
Gateway Distriparks Ltd -2.09% – (8.30%) Profit
Hello Value Pickr’s
This is the updated portfolio on 10/09/2024,I am a basic salaried person who has built this portfolio from August 2022,which I regret starting late.Due to my office timings I cannot keep track of the news,concalls,deals but I tend to invest seeing the fundamentals and technicals.I have made huge mistakes by profit booking REC,Poonawala,SJVN,Hudco and partial IOC and NHPC also.Could you just suggest and let me know where I can improve upon
MapMyIndia – The Map Company (10-09-2024)
Any idea why it’s trading at a correction of over 25% ? Is there a news?
MapMyIndia – The Map Company (10-09-2024)
Any idea why it’s trading at a correction of over 25% ? Is there a news?
Tilaknagar Industries- Potential Turnaround Candidate (10-09-2024)
Management seems to be confident on double digit growth in FY25.
Expect Brandy Volume To Still Dictate Growth For Next 3 Years: Tilaknagar Industries | CNBC TV18
Disc: Invested. No transactions in last 1 year.
cc: @Sridharj
Bibhabasu’s Portfolio (10-09-2024)
Thanks for the update.
Kitex Garments Limited (10-09-2024)
They did more than 100 crore on fixed assets of 240 cr. Now the capex is 3000 crore, so on peak capacity utilization and margin one can expect around 500 cr atleast by Fy26-27
E-pack durables – ODM worth a serious look (10-09-2024)
Management interview on CNBC TV18
Will Definitely Surpass Industry Growth Of 30% This Year: EPACK Durable | CNBC TV18
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (10-09-2024)
Any idea at what price is FCI giving rice to distilleries.
Maize price is very high and operating margins are negative for ethanol – BCL is headed for a very bad quarter! medium / long term still uncertain for ethanol – both grain and sugarcane.