With addition of high margin Food business from Patanjali Ayurveda to Patanjali Foods will provide further tail winds to stock…
Posts in category Value Pickr
Patanjali Foods ~ Erstwhile Ruchi Soya (22-09-2022)
With addition of high margin Food business from Patanjali Ayurveda to Patanjali Foods will provide further tail winds to stock…
Building a long term portfolio (22-09-2022)
Since you were able to cash out higher levels, I believe you can take a bit of risk. Try to analyse stocks and sectors which have outperformed their index in the last 6 months, for eg, Auto, Banks, Midcap IT, Cables and Wires, etc. If you are able to find out stocks which are at or just below their all time highs, then these stocks most probably are the future market leaders.
Also there are many sectors which are really good value buys like Large cap IT, D-mart, FMCG is always good, Diagnostic Players and API manufacturers. I guess these are really beaten down and are a good value buys.
I hope this helps.
Building a long term portfolio (22-09-2022)
Since you were able to cash out higher levels, I believe you can take a bit of risk. Try to analyse stocks and sectors which have outperformed their index in the last 6 months, for eg, Auto, Banks, Midcap IT, Cables and Wires, etc. If you are able to find out stocks which are at or just below their all time highs, then these stocks most probably are the future market leaders.
Also there are many sectors which are really good value buys like Large cap IT, D-mart, FMCG is always good, Diagnostic Players and API manufacturers. I guess these are really beaten down and are a good value buys.
I hope this helps.
Patanjali Foods ~ Erstwhile Ruchi Soya (22-09-2022)
Once the import duty is reversed, we can see a good correction in this stock. the long-term structural story is developing with respect to the allotment of 5 lac hectare land and planting palm trees for crushing and oil extraction.
the Duty has been extended by another 6 months, probably edible oil stocks will continue to rally
Patanjali Foods ~ Erstwhile Ruchi Soya (22-09-2022)
Once the import duty is reversed, we can see a good correction in this stock. the long-term structural story is developing with respect to the allotment of 5 lac hectare land and planting palm trees for crushing and oil extraction.
the Duty has been extended by another 6 months, probably edible oil stocks will continue to rally
Bull therapy 101-thread for technical analysis with the fundamentals (22-09-2022)
Pix transmission , weekly -
Pix has been in a symmetric triangular pattern since Jan 2022 ( Basically a consolidation pattern). Falling volumes towards the right of the image, point to a classic VCP pattern.
From a stage perspective, stage 1 looks over ( it got over when it peaked out in jan 2022) and stage 2 is ongoing.
Breakout on either side of this pattern should be a good indicator of the next trend ( Stage 3 fall or continuation of stage 1 )
From a guppy perspective, both long term ( blue ) and short term ( green) appear to be converging, confirming the consolidation .
[My take on how the market is viewing Pix ] : Pix is taking a pause as the expected capacity expansion benefits are just about to start trickling in towards the end of this year.
Something to be watched out is the impact of the upcoming US recession , given that the main growth driver for Pix is expected to be on the export side.
[Disc ] : Invested at current levels
Bull therapy 101-thread for technical analysis with the fundamentals (22-09-2022)
Pix transmission , weekly -
Pix has been in a symmetric triangular pattern since Jan 2022 ( Basically a consolidation pattern). Falling volumes towards the right of the image, point to a classic VCP pattern.
From a stage perspective, stage 1 looks over ( it got over when it peaked out in jan 2022) and stage 2 is ongoing.
Breakout on either side of this pattern should be a good indicator of the next trend ( Stage 3 fall or continuation of stage 1 )
From a guppy perspective, both long term ( blue ) and short term ( green) appear to be converging, confirming the consolidation .
[My take on how the market is viewing Pix ] : Pix is taking a pause as the expected capacity expansion benefits are just about to start trickling in towards the end of this year.
Something to be watched out is the impact of the upcoming US recession , given that the main growth driver for Pix is expected to be on the export side.
[Disc ] : Invested at current levels
Flex Foods- Value play on export Foods (22-09-2022)
Yes , they are already running it at 70-80% expansion and new CEO has been appointed
Flex Foods- Value play on export Foods (22-09-2022)
Yes , they are already running it at 70-80% expansion and new CEO has been appointed