Microcap momentum portfolio (22-09-2024)
Update for entry on 23rd September 2024 (lookback dates: 22/09/2023 and 22/03/2024)
50EMA (24496) > 200EMA (21425); hence, we can continue without any change.
Based on ranking:
- PGEL
- ANANTRAJ
- WOCKPHARMA
- IIFLSEC
- NAVA
- LTFOODS
- CHOICEIN
- GRAVITA
- NEULANDLAB
- WABAG
- TVSHLTD
- PURVA
- MARKSANS
- STAR
- TECHNOE
- BASF
- KESORAMIND
- NETWEB
- NEWGEN
- OPTIEMUS
- SANSERA
- VMART
- SHILPAMED
- SHARDAMOTR
- BECTORFOOD
Based on A → Z for easy tracking:
- ANANTRAJ
- BASF
- BECTORFOOD*
- CHOICEIN
- GRAVITA
- IIFLSEC
- KESORAMIND
- LTFOODS
- MARKSANS
- NAVA
- NETWEB
- NEULANDLAB
- NEWGEN*
- OPTIEMUS*
- PGEL
- PURVA
- SANSERA*
- SHARDAMOTR
- SHILPAMED
- STAR
- TECHNOE
- TVSHLTD
- VMART
- WABAG
- WOCKPHARMA
Exits:
IFCI and KIRLOSENG make an exit.
SENCO and TIMETECHNO stay within the top 30 and hence remain.
Entries:
NEWGEN and OPTIEMUS make an entry.
BECTORFOOD and SANSERA cannot enter as there is no vacancy.
Note: The index is being rejigged end of next week. There are going to be 55 changes in the index constituents. This will have an impact on some of the scrips in the pf also. Next week’s rebalance will take into account the new index constituents.
Rudra’s PF and Information attic (22-09-2024)
Sure got that, I just wanted to point out that macro env for microfinance is not good.
Smallcap momentum portfolio (22-09-2024)
Update for entry on 23rd Sept 2024 (loopback dates: 22/09/2023 and 22/03/2024)
50EMA (17834) > 200EMA (15863); hence, we can continue without any change.
Based on ranking:
- INOXWIND
- GODFRYPHLP
- HSCL
- JUBLPHARMA
- PCBL
- MCX
- MOTILALOFS
- GLENMARK
- SUVENPHAR
- BIKAJI
- CONCORDBIO
- PPLPHARMA
- COCHINSHIP
- ERIS
- DOMS
- QUESS
- POWERINDIA
- CENTURYTEX
- SIGNATURE
- KAYNES
Based on A → Z for easy tracking:
- BIKAJI
- CENTURYTEX
- COCHINSHIP
- CONCORDBIO*
- DOMS
- ERIS
- GLENMARK
- GODFRYPHLP
- HSCL
- INOXWIND
- JUBLPHARMA
- KAYNES*
- MCX
- MOTILALOFS
- PCBL
- POWERINDIA
- PPLPHARMA
- QUESS*
- SIGNATURE
- SUVENPHAR
Exits:
GLS, NATCOPHARM and POLYMED make an exit.
Entries:
CONCORDBIO, KAYNES and QUESS make an entry.
Note: The index is being rejigged end of next week. There are going to be 38 changes in the index constituents. This will have an impact on some of the scrips in the pf also. Next week’s rebalance will take into account the new index constituents.
“Samay Kam Hai”: BJP’s Aparna Bisht Yadav on Atishi becoming Delhi CM (22-09-2024)
BJP leader Aparna Bisht Yadav congratulated Atishi on becoming Delhi’s new Chief Minister but highlighted the upcoming elections and the poor state of the Yamuna River. AAP MP Sanjay Singh expressed confidence in Atishi’s leadership, predicting a victory for Arvind Kejriwal. Atishi is the third woman to hold this position in Delhi.
Mudit’s Portfolio (Stage Analysis + Price Momentum) (22-09-2024)
started reading this book recently…but not that great. Many things are repetitive and Charts patterns are unnecessarily too much elaborative. I bought this book thinking that its for indian stocks and indian market, as most books are of US markets. But its still time for Indian authors to write good books like Mark Minervini, or Stan Weinstein…