From August when you added till September when you sold, in 1 month what was the valuation changed for Trent? Curious to know…
Smallcap momentum portfolio (13-10-2024)
Update for entry on 14th October 2024 (lookback dates: 13/10/2023 and 12/04/2024)
50EMA (18,000) > 200EMA (16,174); hence, we can continue without any change.
Based on ranking:
- GET&D
- ANANTRAJ
- BASF
- GLENMARK
- HSCL
- TECHNOE
- MCX
- INOXWIND
- GODFRYPHLP
- SUVENPHAR
- JUBLPHARMA
- NEWGEN
- PCBL
- PPLPHARMA
- NETWEB
- MOTILALOFS
- ERIS
- KAYNES
- BLUESTARCO
- SIGNATURE
Based on A → Z for easy tracking:
- ANANTRAJ
- BASF
- BLUESTARCO
- ERIS*
- GET&D
- GLENMARK
- GODFRYPHLP
- HSCL
- INOXWIND
- JUBLPHARMA
- KAYNES*
- MCX
- MOTILALOFS
- NETWEB
- NEWGEN
- PCBL
- PPLPHARMA
- SIGNATURE
- SUVENPHAR
- TECHNOE
Exits:
ABREL (old symbol CENTURYTEX) and BIKAJI make an exit.
Entries:
ERIS and KAYNES make an entry.
Other notes:
While checking the indices, I found that IDFC has been excluded as trading stopped for this stock.
EMCURE has been added.
CENTRALBNK expulsion has been revoked.
PRSMJOHNSN has been excluded.
However, none of these changes have any impact on the pf.
Microcap momentum portfolio (13-10-2024)
Update for entry on 14th October 2024 (lookback dates: 13/10/2023 and 12/04/2024)
50EMA (24,882) > 200EMA (21,948); hence, we can continue without any change.
Based on ranking:
- IIFLSEC
- PGEL
- STAR
- VMART
- NEULANDLAB
- WABAG
- CHOICEIN
- WOCKPHARMA
- SARDAEN
- OPTIEMUS
- HERITGFOOD
- NAVA
- KESORAMIND
- LTFOODS
- GRAVITA
- ZENTEC
- SYMPHONY
- SUDARSCHEM
- TIPSMUSIC
- TARC
- SHILPAMED
- GRWRHITECH
- PRUDENT
- SANSERA
- SENCO
Based on A → Z for easy tracking:
- CHOICEIN
- GRAVITA
- GRWRHITECH*
- HERITGFOOD
- IIFLSEC
- KESORAMIND
- LTFOODS
- NAVA
- NEULANDLAB
- OPTIEMUS
- PGEL
- PRUDENT
- SANSERA
- SARDAEN
- SENCO
- SHILPAMED*
- STAR
- SUDARSCHEM
- SYMPHONY
- TARC
- TIPSMUSIC*
- VMART
- WABAG
- WOCKPHARMA
- ZENTEC*
Exits:
PURVA makes an exit.
INOXGREEN, JCHAC and MARKSANS remain within the top 30 and hence stay.
Entries:
ZENTEC makes an entry.
GRWRHITECH, SHILPAMED and TIPSMUSIC cannot enter as there is no vacancy.
Other notes:
While checking the indices, I found that EXICOM, HMAAGRO and RPOWER have been removed.
DCMSHRIRAM and LMW have been added.
However, none of these changes have any impact on our pf.
“Sonia Gandhi shed tears for terrorists…”: BJP’s Pralhad Joshi hits back at Kharge over “terrorist party” remarks (13-10-2024)
Accusing Congress of “being soft” on terror convict Afzal Guru and Sonia Gandhi of “shedding tears” for terrorists killed in Batla house, Joshi said that it is only under Prime Minister Narendra Modi that the country has seen a significant decline in terrorist activities.
Curious Case of Coal India (13-10-2024)
The next leg up here will be once new generation of thermal power plants come up.
Thats expected to ramp up by 2025-2027. That will be new demand helping them increase sales by 1-3% above and beyond regular growth.
I agree pricing is a concern but they are eliminating higher costs from the cost structure so maybe margins can be controlled.
Disclosure: Invested from 2022.