Any news, the stocks seems to moving again
Posts tagged Value Pickr
Journey and Portfolio of a goal-based NEEV investor (01-08-2024)
Portfolio update (July 2024):
Short update
- Added more of COAL INDIA
- Exited 100% of ASIAN PAINTS since growth has stalled. Margin compressed due to competitive + raw materials price rise. BIRLA OPUS launch might stall growth for years. Will re-look at this space as I believe it’s an interesting proxy to play real estate
- Added EFC LTD as a new position with <2% allocation. Will share my rationale later.
- Portfolio churn remains <5%. Want to keep it <10% for FY.
- Continuing from last month, IMHO there are very few newer opportunities for me right now. Hence, shoring up cash and spending more time expanding my circle of competence
- Continuing to study wealth management space (but valuation is expensive for me)
| Stock name | Weight | Avg P/E | Current P/L | Total P/L | IRR % | Action |
|---|---|---|---|---|---|---|
| TIPS LIMITED | 10.3% | 18.0 | 216% | 236% | 83% | |
| MOST 100 ETF | 8.4% | 18.3 | 62% | 64% | 30% | |
| COAL INDIA | 7.5% | 4.8 | 85% | 91% | 106% | Added more |
| BANK BEES ETF | 6.8% | 12.2 | 40% | 40% | 20% | |
| TATA INVEST CORP | 6.5% | 24.6 | 236% | 241% | 131% | |
| IRCTC | 6.5% | 29.0 | 144% | 188% | 52% | |
| BAJAJ FINANCE | 6.3% | 21.6 | 30% | 36% | 11% | |
| TITAN | 6.2% | 46.7 | 89% | 105% | 24% | |
| DIXON | 6.1% | 35.3 | 344% | 591% | 100% | |
| VARUN BEVERAGES | 4.9% | 48.1 | 76% | 77% | 59% | |
| PIDILITE | 4.3% | 56.6 | 66% | 80% | 19% | |
| CASH | 4.2% | – | – | – | – | |
| INDIAMART | 4.1% | 40.7 | 16% | 58% | 34% | |
| NARAYANA HEALTH | 3.9% | 24.1 | 35% | 35% | 35% | |
| AMARA RAJA | 3.8% | 10.4 | 139% | 140% | 156% | |
| IEX | 3.2% | 13.9 | 231% | 184% | 24% | |
| TATA ELXSI | 2.9% | 34.4 | 60% | 155% | 49% | |
| WONDERLA * | 2.4% | 31.5 | -4% | -4% | -11% | |
| EFC LTD * | 1.8% | 46.2 | 1% | 1% | 22% | Newly added |
*(asterisk) signifies <1 yr holding period.
Here’s the return profile till July 2024:
| Total returns | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|---|
| PORTFOLIO | 2.7% | 8.8% | 16.5% | 43.2% | 15.0% | 25.7% | 23.0% |
| NIFTY 50 | 3.7% | 10.4% | 14.5% | 26.1% | 16.3% | 17.2% | 15.3% |
| NIFTY 500 | 4.2% | 11.9% | 18.4% | 37.6% | 19.6% | 20.6% | 16.7% |
Note: 1/3/6M is in absolutes while the 1/3/5Y/SI is annualized. The inception date is 10th Nov 2016.
Disclaimer: I am neither a financial nor a SEBI registered advisor. The content shared here is only for learning purposes. So please use your discretion to make any buy/sell decision and not use the above as a recommendation.
Ujjivan Financial – Small Finance Bank (01-08-2024)
Yeah but i am following this bank from last 2 years and in 2023 they said by 2026 more than half of their portfolio would be secured so just tracking that
Azad Engineering – A stock picker’s dream! (01-08-2024)
Hello,
In the below tracker, I have started tracking important company goals for Azad Engineering. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-4.xlsx (135.7 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
Atma Nirbhar Bharat – Stock opportunities (01-08-2024)
Could HFCL be considered for Atma Nirbhar scheme ? or these are just news for PR ?
D – No buy/sell recommendation, Not registered, imma New recruit etc.
Himachal Futuristic communication (01-08-2024)
As per this news > https://www.financialexpress.com/business/defence-hfcl-advancing-indigenous-defence-technologies-3570017/
For Defence it has developed –
Eectronic fuzes, thermal weapon sights, and ground surveillance radars. aligning with the Atmanirbhar Bharat initiative.
- Developed 12-micron Ti-core based thermal weapon sights for defence forces.
- Developed ,high accuracy, ground and coastal surveillance radars using Frequency Modulated Continuous Wave (FMCW) technology.
- Shortlisted for upgrading BMP 2/2K armaments.
Question is how much is contribution these products are making to the revenue ? if these are not just PR and are yet to be ordered by india defence then it might have long way to go ?
D-Holding
Ujjivan Financial – Small Finance Bank (01-08-2024)
I think the guidance is to reach 40% secured book by March,26
Whereas they have clearly said that they will apply for Universal Banking licence in the current financial year.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (01-08-2024)
are the prices given on this site correct?
Arman Financial Services Ltd (01-08-2024)
So just had a peak at this co, looks impressive considering other banks/nbfcs in MFI category majorly faced a lot of headwinds with declining profits YoY for Q1FY25. And the recent fall in the stock price does it make this co. undervalued and good to invest for long term has anyone researched it in-depth/is tracking. My apologies for asking straight away but I’m still trying to understand banking/nbfc sector