Same Case Today too. Bought,
2 Shares of Tata motors
1 Share Dr Reddy’s
I kind of know that Tata motors is going to go down further but no one knows how much and I pretty much see value in it at this rate. So With conviction I’m placing my bet on Tata motors. This makes my tally to 75!!!
I am also very very bullish on rupee devaluation and Dr Reddy’s being Export driven company gets more Earnings on Dollar. And Indian Inflation is as per Govt. is 5.81% but overall actual inflation is more than 12% and Medical Inflation is so elastic which makes Dr Reddy’s very highly valuable in India as well. And I dont know how people are neglecting it. For a 1 lakh crore Mcap company, Its growing at a breaking neck speed.
This is the Basic EPS of Dr.Reddy’s (Latest in first). I feel it being Very Very attractive, Its oversold, historically PE is near lowest!!!
Closely watching Musk’s actions on Starlink introduction in India based on which I will take a call on Indus Towers and Bharti Airtel. But bit confused as Birla is thinking of infusing fresh capital into Vodafone Idea, which is like an indicator on Telecom market is here to stay and I dont want to jump the gun.
And I’m excited to get 100 more shares of NMDC from my Naked Trader Satellite portfolio!! Taken by Bit of a surprise
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