Hi. India Pesticide seems to be one among Agrochemical that is yet to show any kind of recovery. Rest of the agrochemical companies shown good recovery atleast in share price.Recovery in pricing of their products are yet to be seen.can you please share rationale behind your addition. Is it buying the pessimism or just chasing the odd one left in the sector?
Posts tagged Value Pickr
HDFC Bank- we understand your world (10-07-2024)
Wondering why there are no talks around the hot topic on the higher probability of $5 billion inflows into HDFC Bank in August MSCI India Index rebalancing… Experts opine that this might take the share price to more than 1800 levels. What are our members view?
The harsh portfolio! (10-07-2024)
@harsh.beria93 can you please share portfolio updates.
Garware Hi-tech films (Earlier Garware polyester) (10-07-2024)
agreed.
im unable to get the pricing in https://www.plastemart.com . Please help where to find
ASM Technologies – Engineering innovation (10-07-2024)
Hi @aastar98 . Regarding ASM, please bear in mind that anything I say is coming from someone with a low cost basis (227), who therefore has the luxury of a good margin of safety.
Other than what I have already mentioned above, please take a moment to go through the details of the 170 cr preferential allotment that was announced a few months ago.
The semiconductor space is clearly in vogue, but it remains to be seen which Indian listed companies in this sector will actually perform in the long term. However, the fact that Mukul Mahavir Agrawal is making such a sizeable investment in ASM Technologies is something that keeps me optimistic. In addition, the promoters are investing even more than he is into the company as well.
Sanghvi Movers (10-07-2024)
Sanghvi Movers to Become a Zero Debt Company Soon, Says MD Rishi C Sanghvi in a Live Interview
Sanghvi Movers to Become a Zero Debt Company Soon, Says MD Rishi C Sanghvi in a Live Interview
Kalpesh’s Portfolio (10-07-2024)
| Equity Portfolio | ||||
|---|---|---|---|---|
| NAME OF COMPANY | CMP 10-07-2024 | Allocation | UNREALISED GAIN | |
| AVG INVST PRICE | ||||
| SRG Housing Finance | 204.28 | 367.00 | 29.3% | 79.7% |
| Punjab Chemicals | 772.45 | 1,358.00 | 22.3% | 75.8% |
| Mitsu | 150.23 | 151.70 | 6.4% | 1.0% |
| Innova Captab | 499.09 | 504.40 | 6.4% | 1.1% |
| IRM Energy | 537.21 | 457.90 | 5.5% | -14.8% |
| Prevest Denpro | 377.47 | 623.90 | 4.8% | 65.3% |
| Prime Fresh | 202.82 | 195.00 | 4.6% | -3.9% |
| India Pesticides | 216.50 | 212.10 | 9.3% | -2.0% |
| CASH | – | 11.3% | 0.0% | |
| EQUITY | 100.0% |
Added India pesticides yesterday
Narayana Hrudayalaya Ltd (10-07-2024)
The target audience for NH insurance foray will not be urban upper middle class people, it will be lower middle class people who are currently not part of any insurance or only dependent on govt schemes. I understand that there is income cap for one to be eligible for Aditi policy. They won’t offer it to anyone who is above the defined income limit. Plus it covers only general ward treatments, if anyone is opting for semi private or private ward then pro rata difference will be borne by patient. It is kind go a private sector Ayushman Scheme. This won’t compete with other private insurers.
Vardhman Special Steels Ltd (VSSL) (10-07-2024)
Note: invested at lower levels