@StageInvesting By this logic, ITC is in stage 2 and consolidating right?
Posts in category Value Pickr
Hindustan Aeronautics (HAL)- India’s Largest Defense Company (04-10-2022)
Good to see that, apart from BrahMos, which was acquired by Philippines, Tejas is also getting orders from various nations.
After the sad episode of 2000, where Ecuador grounded the Dhruv ALH and ended the contract with HAL, now in 2022, HAL is getting recognition and benefits of its R&D.
With increase in defense budget and also orders from Ministry of Defense, there are some tailwinds for HAL business.
Disc Under watch list. Being a PSU stock, looks fairly valued.
Understanding IT sector (04-10-2022)
Thanks for your views. And its really amazing that you could ride 9 bagger on Tata Elxsi. And you are right…in next 1 year atleast patience will get tested. Hope we all stick to our stocks innthese testing times.
BSE (Bombay Stock Exchange)- Bet on Financialization? (04-10-2022)
After relentless growth over years, star mutual fund data is showing early signs of peaking out. The number of subscription orders received during the quarter is at 5.42 Crore and redemption orders is at 49 lakh as compared to 5.44 Crore and 50 lakh respectively for Q1.
Source: BSE Star MF – Market Summary
AJ
Disclosure: Remain invested in BSE.
Edelweiss Financial Services (04-10-2022)
You will get 111 shares in stead of 1110 shares
Sandur Manganese (04-10-2022)
There was no discussion/comment on forward-looking nos or guidance.
Nykaa – The Make Up Company (04-10-2022)
It’s interesting to note that inspite of FED rate hikes, and miscellaneous badly potent global news, Nykaa hasn’t made fresh lows.
Possibly, because the ones wanting a fast exit already have exited, now there aren’t very many “fast fingers” onboard.
Now on, what the stock price does will depend squarely on GMV growth. And growth, post Covid is highly likely to be good. It has been good for most other consumer facing enterprises.
I have decided to keep adding every quarter, as I see it’s uptrend much like Dmart’s: consistently up, while looking expensive the whole time.
I, however, will be wary of averaging it down.
CDSL – Stock for our children (04-10-2022)
Account additions continue to be impressive with about 46 lakh new accounts opened during Q2.
AJ
Disclosure: Remain invested.
Edelweiss Financial Services (04-10-2022)
Lets say if I buy 10000 shares of EFSL @ CMP ~ 60 Rs. I am investing 600000 Rs and after demerger as per calc.
We ‘ll get 10000/9 = 1110 shares if ESL.
Value of one stock is 2100 Rs then directly it comes to 2100 * 11100 = 23,31,300 Rs
Is it possible by investing only 6 lakhs now you will get 23 lakhs and what will happen to EFSL stock price after demerger ?
Is there any calculation mistake?
Solar Industries Ltd (04-10-2022)
EEL completes trial of Nagastra-1-Loiter-munition – Indian Defence Research Wing
https://idrw.org/eel-completes-trials-of-nagastra-1-loiter-munition/