Any one tracking konstelec Engineers?
Posts tagged Value Pickr
Burger King ~ Whopper of an Opportunity (22-05-2024)
Agree with you completely. It’s a very good bet on the Indian space.
One doubt though, how do you evaluate the Indonesian business and its scope in the future? It’s clearly the one that’s dragging the business down. Its revival can lead to RBA finally breaking out
Prataap Snacks Ltd – Set for a crunchy bite! (22-05-2024)
First, Haldiram was in talks to acquire the majority stake, then Bikaji and then rumours about ITC being in talks for 47% stake purchase but company clarified it was never in talks with ITC. For Haldiram and Bikaji, as it turns out, the valuation didn’t come through. Can anyone tracking for longer time give any more insights?
Tainwala Chemicals – ~10% of Samsonite South Asia available at 25 Crores (22-05-2024)
Interesting update on the stock - yesterday the company has shown intent to divest stake in the Samsonite southeast asia stake which the company holds . Approx valuation of that 10% stake seems to be working out 1400 crores - ( Sales of 2100 crores For dec 23 and PAT of 14% with 50 times multiple basis relative valuations.) .
Sandeep Kamath Portfolio | Momentum Investing (22-05-2024)
Yes, thats part of the game Mudit.
This happened for real in the case of RVNL for me in the Feb-Mar turbulence for the stock. From the Jan high of around 345, it made an intraday low of 213 and a weekly low of 237 in Feb. Now that was quite a hit but it hadnt breached my sell criteria. I infact look at 50EMA and for RVNL in particular, I had the big Jan candle as a reference where the low was 203. So I stayed put and if you see, RVNL is back in the mid 300s…
One way to think of it in the scenario you mentioned is if you have an equal-weighted portfolio, a 25% hit on one stock is less than 1.5% hit on the portfolio.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (22-05-2024)
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Suryoday small finance bank (22-05-2024)
while Q4 result is excellent. Company seems to be firing with all cylinder, but Pledged percentage 22.4 % , DII reducing stake is concerning.
Sandeep Kamath Portfolio | Momentum Investing (22-05-2024)
Hi Sandeep, just curious, what is your exit criteria…u mentioned u do it manually. I had earlier kept 30 week EMA breach as exit criteria…but sometimes CMP is faar away from 30 w EMA, sometimes even more than 25% away…and that much loss taking is uncomfortable for me…what would you suggest?
IPO Review – Discussion until listing (22-05-2024)
I am a normal retail investor. Me too got lucky many times. I don’t follow any rule to apply and most of the time I apply at the last hour. I use ICICI direct and family accounts are with HDFC and Kotak.
Latest Go digit IPO too got an allotment.