India to spend 31.6 Billion USD more ( INR 2,62, 000 Crore) for 25 more Submarines- Indian Defence Research Wing.
https://idrw.org/india-to-spend-31-6-billion-for-25-new-submarines/
Posts in category Value Pickr
Smallcap momentum portfolio (07-09-2024)
@Mudit.Kushalvardhan Your observations are very valid and that is why we do not consider very short look back periods. It has been proven that look back periods beyond 6 months are more appropriate.
Microcap momentum portfolio (07-09-2024)
Updates for entry on 9th Sept 2024 (look back dates: 08/09/2023 and 07/03/2024)
50EMA (24092) > 200EMA (21018); hence, we can continue without any change.
Based on ranking:
- PGEL
- IIFLSEC
- WOCKPHARMA
- CHOICEIN
- STAR
- NEULANDLAB
- LTFOODS
- TVSHLTD
- GRAVITA
- BASF
- PURVA
- TECHNOE
- ANANTRAJ
- TIMETECHNO
- NAVA
- KIRLOSENG
- SHARDAMOTR
- NETWEB
- VMART
- WABAG
- SENCO
- IFCI
- SHILPAMED
- MARKSANS
- KESORAMIND
Based on A → Z for easy tracking:
- ANANTRAJ
- BASF
- CHOICEIN
- GRAVITA
- IFCI
- IIFLSEC*
- KESORAMIND*
- KIRLOSENG
- LTFOODS
- MARKSANS*
- NAVA
- NETWEB
- NEULANDLAB
- PGEL
- PURVA
- SENCO*
- SHARDAMOTR
- SHILPAMED*
- STAR
- TECHNOE
- TIMETECHNO
- TVSHLTD
- VMART
- WABAG
- WOCKPHARMA
Exits:
DHANUKA and ZENTEC make an exit.
JYOTICNC, SUDARSCHEM and TIDEWATER remain within the top 30 and hence remain.
Entries:
IIFLSEC and SENCO make an entry.
KESORAMIND, MARKSANS and SHILPAMED cannot enter as there is no vacancy.
Oil India- has its time come? (07-09-2024)
I had invested a couple of years back @ 9% dividend yield.
As you said In spite of a lot of discouraging news in this thread for the last two years, by just ignoring the noise i continued to hold to make good return.
i am currently sitting at 4X capital appreciation. I don’t look at volatility. Stock market is always volatile for most of the stocks…It can never be one way up.
It is my portfolio stock … a low risk cash generating machine for me…I continue to get a good dividend yield on my base investment.
So my view is do your own assessment / research and once you are convinced about a stock , ignore noise from market if you want to make money.
Discl : invested and hence biased. not an investment advice. PSU stocks in general are highly volatile. please do your own assessment before investing.
Senco Gold: Upcoming gold story! (07-09-2024)
Similar story could play out for Senco too. Must read Sector impact wrt Gold Pxs
PGIL-Sleeping Tiger about to Roar (07-09-2024)
What was the reason to the break out of the sp apparels on sep 6??
GPT Healthcare Ltd. – Hospitals for Eastern India (07-09-2024)
Just went through the prospectus: the promoters have some legal proceedings against them, see details below. Not sure if anyone has any insights on whether these are substantial risks? Any info in general on the promoter group?
Their prospectus also had some interesting stats on Indian healthcare:
Best,
Sharad
OpenSourceInvestor
GPT Healthcare Ltd. – Hospitals for Eastern India (07-09-2024)
Just went through the prospectus: the promoters have some legal proceedings against them, see details below. Not sure if anyone has any insights on whether these are substantial risks? Any info in general on the promoter group?
Their prospectus also had some interesting stats on Indian healthcare:
Best,
Sharad
OpenSourceInvestor
Piccadily Agro Industries Ltd (07-09-2024)
Tried doing some math for Indri… I feel my FY26 numbers are very conservative. In likelihood (if overall consumer sentiment picks up), FY26 numbers for Indri can be around 220k.
What’s interesting is valuation of Indri alone is going to exceed current mcap in 1 year
Piccadily Agro Industries Ltd (07-09-2024)
Tried doing some math for Indri… I feel my FY26 numbers are very conservative. In likelihood (if overall consumer sentiment picks up), FY26 numbers for Indri can be around 220k.
What’s interesting is valuation of Indri alone is going to exceed current mcap in 1 year