VDEAL_01102024174625_New_Orders_Announcement_NSE_0001 (1).pdf (3.3 MB)
Federal Bank, Canara Bank among 10 counters that saw decline in NPAs in Q1 (02-10-2024)
Non-Performing Assets (NPAs) are past due debts. As Q1 FY25 results are near, investors should track NPAs. Many banks, like Canara and Federal Bank, reported declines.
Tax edge adds shine to gold ETFs (02-10-2024)
Inflows into gold exchange-traded funds (ETFs), which manage a total of Rs 37,390 crore, have surged sharply in recent months. This trend is likely to continue, especially after the reintroduction of long-term capital gains tax (LTCG), which is likely to attract smart money into mutual fund offerings amid a robust outlook for the yellow metal. Smart money, also known as opportunistic flows, refers to strategic investments that are generally of a short-term horizon.
PSU Banks to likely reverse 3-month’s underperformance in October. 2 reasons why (02-10-2024)
Nifty PSU Bank faces challenges but October seasonality suggests potential recovery. Analysts expect Canara Bank, Bank of Baroda, and SBI to lead a possible rally.
MSTC Ltd.: Growth through to E-Commerce (02-10-2024)
Mind you, post divestment MSTC margins and return metrics are really attractive. Question is the direction and growth of the company.
Question – Are you still holding? If yes and you think 15x PE is too high, why not sell given where it is trading versus ride it all the way to the bottom?
Mudit’s Portfolio (Stage Analysis + Price Momentum) (02-10-2024)
Yes. I have seen that video. In Midsmall 400 universe CAGR returns are good as well as drawdown are also low. But that was just a pure index of midsmall400 not quality …Pls check that video again. They are quoting the paper of Raju.
About your quality factor question, if you add quality factor, it will reduce return but it will also resuce drawdowns, so its upto you, whether you want to apply it. In my personal opinion, if its reducing drawdown, then I am ready for lower returns. Because sticking to strategy in thick and thin is more important than 2-3% less returns.
How to register with SEBI as a Research Analyst? (02-10-2024)
Are you talking about 2 days back announcement? Can you share that list where it is written that Btech is not part of allowed degrees? Thanks in advance.
MSTC Ltd.: Growth through to E-Commerce (02-10-2024)
cool, makes sense. I invested into this, around 300-350; that had a great margin of safety
also, I feel the E-commerce business is totally unpredictable, as it is at the mercy of Govt announcing divestification or spectrum sale kind of intiatives, hence a PE of 15, is a little high.
MSTC ideally should be a good PSU bet which is guranted to work over next 5 years and pays a heafty dividend