Sandip Sabharwal sees Trent’s stock as overvalued even after a 7% drop, suggesting a much lower entry point below Rs 5,000. He praises IHCL’s recent performance, citing strong brands and limited supply in the five-star segment. He remains optimistic about VA Tech Wabag, emphasizing the need for increased execution and O&M revenue generation for sustained growth.
Posts in category All News
Skipper Ltd., (Power and Water) a moat in making? (08-11-2024)
Begins from 13th November to 29th November, should be receiving email notifications soon.
Barometers trade near flat line; oil & gas shares slide (08-11-2024)
At 10:30 IST, the barometer index, the S&P BSE Sensex shed 21.74 points or 0.03% to 79,520.05. The Nifty 50 index lost 13.20 points or 0.05% to 24,186.15.
Skipper Ltd., (Power and Water) a moat in making? (08-11-2024)
When does the period for this final call payment begin? Will the current holders of the partly paid shares be notified? Zerodha is no longer showing these shares in the holdings
Sensex falls! But these stocks are up over 15% on BSE (08-11-2024)
In the Nifty50 index, 27 stocks were trading in the green, while 23 stocks were in the red.
Great articles to read on the web (08-11-2024)
- In 2023, the Indian government announced a lithium reserve of 5.9 million metric tons in Kashmir.
- The government has since failed to find bidders for the reserve, and extraction plans have been halted.
- Industry experts say the government’s reports around the reserve were misleading and inadequate.
Indian Hotels hits new high; surges 6% on strong Q2 operational performance (08-11-2024)
The company has witnessed revenue growth of 16.5 per cent YoY in October 2024 with a majority of the growth being contributed by an increase in average room rates
Indian Banking Industry – PSU and Private (08-11-2024)
no one can predict markets.
after watching the (2 year old) SOIC finance video, everyone will be compelled to buy the private banks. the speaker also talks a lot about HDFC bank and its consistency.
in the last 2 years, public sector banks fared better than the picks of the think tanks.
since returns are relative to time, maybe in the future private may outperform public sector banks, (as always, no one knows)
(similar case with microfinance industry, eg: arman finance)
Rajeesh’s Portfolio (08-11-2024)
Similar Singles and Doubles day
Bought 1 share of Manappuram @ 153
1 share of LT foods
2 shares of ITC
2 shares of Tata Motors
And Proudly Announcing the switch which i made worked out like a charm. I sold off Trent and Entered Motilal Oswal. Trent is on a downward trajectory and Motilal is up 7%. Very well!!!
This thread is going to be very boring as I’m just doubling down on convicted picks and known not so hidden value stocks with not more than 2k per day for investing instead of going All in one go
Deregulation, tariffs, and India’s rise: Mark Mobius on the future of emerging markets (08-11-2024)
Mark Mobius, a seasoned investor, believes that shifts in U.S. policies, particularly deregulation and tariffs, will fuel growth in both the U.S. and emerging markets. He sees India as a potential global high-tech manufacturing hub, benefiting from these changing dynamics and the restructuring of global supply chains.