The toymaker has found success in fictional films. But with “Piece by Piece,” about the life of Mr. Williams, it has gotten into a new genre.
Amoul Portfolio (11-10-2024)
PORTFOLIO UPDATE:
| Stock | Profit % | Protfolio % |
|---|---|---|
| Zomato | 151% | 15% |
| NTSP | 110% | 22% |
| Angel One | 12% | 14% |
| DP Abhushan | 175% | 12% |
| Dr Agarwal | 29% | 14% |
| TPCL Packaging | 44% | 7% |
| Bajaj Finance | 3% | 9% |
| Gravita India | 43% | 6% |
Sold entire Holding of LT Foods:
- PE reached an all-time high for LT foods and there is less scope for valuation expansion, The Company will still grow at a healthy rate but returns might be limited to profit growth and not PE expansion. Also I found a better opportunity in Dr Agarwal Eye Hospital.
Added Dr Agarwal Eye Hospital
- Dr Agarwal is a core part of my portfolio now (more than 10% allocation)
- Eye care industry is going through a transformation of shifting from an unorganised to an organized sector, this can benefit the company
- Showing a strong profit growth of 31% in last 5 years and OPM is also increasing YoY which means the company is getting more efficient
- The company is planning to open more hospitals that will drive growth along with an increase in services offered through the same store
NPST Update
- NPST has fallen by more than 30% from its top. There have been concerns about the drop in future profit but I am waiting for its quarterly results post will make a decision if it is a good time to increase the allocation
Other Stocks on Radar
- BLS International
- Yatharth Hospitals
- Manan In Store
How Mizzou Football Is Benefiting From State N.I.L. Laws (11-10-2024)
A state law allowing high schoolers to earn from endorsements, if they commit to attending a public university in Missouri, has helped Mizzou attract blue-chip players.
Trent shares rally over 3% after Noel Tata appointed Chairman of Tata Trusts (11-10-2024)
Noel Tata, chairman of Trent, was appointed chairman of Tata Trusts after his half-brother Ratan Tata’s death. Noel Tata has been closely associated with the Tata Group for over four decades.
The Market Has Been Fabulous, Maybe Excessively So (11-10-2024)
You may not realize how great the stock market has been. But, our columnist says, it can’t keep rising at this pace for long.
Indices trade lower; Auto shares underpressure (11-10-2024)
At 14:27 IST, the barometer index, the S&P BSE Sensex was down 232.50 points or 0.29% to 81,369.75. The Nifty 50 index lost 40.15 points or 0.16% to 24,958.30.
Tourism Has Rebounded Worldwide. But Not in Hong Kong. (11-10-2024)
In 2018, Hong Kong received a record 65 million tourists. In 2023, it welcomed a little more than half that.
Volumes jump at Usha Martin Ltd counter (11-10-2024)
Usha Martin Ltd saw volume of 357.03 lakh shares by 14:14 IST on NSE, a 49.14 fold spurt over two-week average daily volume of 7.27 lakh shares
NPST – Technology Provider for UPI Tech (11-10-2024)
Excellent work tabulating your argument @Gaurav_Didwania .
I’ll have to scour through the concalls to find the source but in one of them they did mention this.
The management said that the numbers reported for Cosmos includes transactions from other sources as well, not just NPST, so revenue from Evok and numbers of Cosmos may not be correlated 1 to 1.
PM Modi comes down on non performers, asks ministers to retire any staffer in ‘public interest’ (11-10-2024)
PM Narendra Modi has directed Union secretaries to rigorously assess the performance of government employees and utilize rules for compulsory retirement for non-performers and corrupt staffers. Fundamental Rule 56(j) of the CCS (Pension) Rules permits the government to retire employees in public interest with a three-month notice.