Back and forth between hotels, same with exhibition screens, heavey pledging, related party transactions, several things make it feel discomfort. The only brightspot is Exhibition screens opening at fast pace and their operating metric looking good (if you trust the reported nos).
Posts tagged Value Pickr
DIY Momentum QnA and Discussion (07-07-2024)
thank you sir,
however, am not sure i understood your point – am only talking about a smallcap momentum portfolio – say 25 stocks out of the nifty 250 small cap index – will this portfolio not be able to beat the smallcap 250 index in a bull market as well?
Voldemort’s Portfolio (07-07-2024)
My Avg price in MM is 1600ish. Bought as a long-term investment with return expectations pinned on the growing alcohol consumption, Normalization in society, brand value. Also, I bought it in a bearable valuation which was not happening with other mainstream stocks.
PNGS Gargi Fashion Jewellery Limited (07-07-2024)
PNGS Gargi has intimated the exchanges that they are raising funds through preferential allotment for which the meeting of board of directors is convened on 10 th July 2024 . I think this news might be the reason why the stock has zoomed in the last one week or 10 days
HDFC Life Insurance Company (07-07-2024)
I think the cross-selling of products can happen and it’s likely that the management is also aware of upcoming changes and would prepare accordingly. Still, nothing can be said until the bill gets approved and if there will be any final changes. Currently, you can notice that most of the life insurance stocks are in the uptrend and the chart patterns show a similar trend across the industries. There are also some which have given a break out last week.
Emami – FMCG Available at Low Valuation (07-07-2024)
Finally, mean reversion in valuation from multi-year lows.
At 725, it is nearly 2x from the lows.
Kalpesh’s Portfolio (07-07-2024)
Thesis for IRM was simple Fast growth and valuations,
but governance issues appearing and margins may not go to previous levels that’s the reason I’m willing to sell.