Posts in category All News
Fee rejig to impact broker dynamics and trading volumes (03-07-2024)
Shanthi Gears/Shanti Gears (03-07-2024)
Sorry I missed this somehow, hence delay in reply. Yes, I am still invested in this. Fundamentals are strong and industry tailwinds are favorable but valuation is rich. Information is difficult to come by as the company does not hold concalls or release presentations.
Shanthi Gears/Shanti Gears (03-07-2024)
Sorry I missed this somehow, hence delay in reply. Yes, I am still invested in this. Fundamentals are strong and industry tailwinds are favorable but valuation is rich. Information is difficult to come by as the company does not hold concalls or release presentations.
Shanthi Gears/Shanti Gears (03-07-2024)
Sorry I missed this somehow, hence delay in reply. Yes, I am still invested in this. Fundamentals are strong and industry tailwinds are favorable but valuation is rich. Information is difficult to come by as the company does not hold concalls or release presentations.
Shanthi Gears/Shanti Gears (03-07-2024)
Sorry I missed this somehow, hence delay in reply. Yes, I am still invested in this. Fundamentals are strong and industry tailwinds are favorable but valuation is rich. Information is difficult to come by as the company does not hold concalls or release presentations.
Sensex crosses 80k for the first time, gains 10k since result-day low (03-07-2024)
Hitesh portfolio (03-07-2024)
Good Day @hitesh2710
A very broad question.
As a investor - I have done my study in Pharma, Chemical sectors and there are 3-4 companies that i know well in terms of business and steadily understanding the demand/supply cycle, market cycle, capex cycle much more.
Question is that :
Firstly : Pharma, Chemical sectors for past 2 year : Has done nothing due to excess supply pressure, destocking and pricing pressure : there was a headwind which was unanticipated and these stocks have no momentum in them.
Secondly : There are other stock in sectors that are doing pretty well but i have no knowledge of it : and they have run far too long.
So as a investor what best choice should one consider?
- Sit with the known ones.
- Jump off the fence to look for opportunities
FOMO is the big elephant : if considered to jump on opportunity look out, the known/read stocks will definitely jump for a run…
Hitesh portfolio (03-07-2024)
Good Day @hitesh2710
A very broad question.
As a investor - I have done my study in Pharma, Chemical sectors and there are 3-4 companies that i know well in terms of business and steadily understanding the demand/supply cycle, market cycle, capex cycle much more.
Question is that :
Firstly : Pharma, Chemical sectors for past 2 year : Has done nothing due to excess supply pressure, destocking and pricing pressure : there was a headwind which was unanticipated and these stocks have no momentum in them.
Secondly : There are other stock in sectors that are doing pretty well but i have no knowledge of it : and they have run far too long.
So as a investor what best choice should one consider?
- Sit with the known ones.
- Jump off the fence to look for opportunities
FOMO is the big elephant : if considered to jump on opportunity look out, the known/read stocks will definitely jump for a run…