Buying continues, more fund interest should pick up in coming quarters
Posts tagged Value Pickr
Sanghvi Movers (15-05-2024)
buying continues… more fund interest should start picking up in coming quarters
AGI Greenpac- on the cusp of growth? (15-05-2024)
In AGI acquisition saga, the report of businessworld clearly shows the back channel deals. Now one has to value AGI excluding HNG.
Eco Recycling Limited (Ecoreco (15-05-2024)
Its a dissappointing set QoQ, but need to get some clarity on EPR fees, impact on fire and expenses related to new plant opening.
YoY numbers are strong, market seems to think that the story is over here given the selling pressure, but i feel this dip is a buying opportunity.
Looking foward to the concall today
Sanghvi Movers (15-05-2024)
Wind installation picking up pace:
April- June : 1139;
April- July : 1306;
April- August : 1456;
April- September : 1551MW (monsoons)
April – October: 1659
April – November: 1930
April- December : 2103
April- Jan : 2336
April-Feb : 2520
April23-March24 : 3253
1April24-30thApril: 275
Zomato – Should you order? (15-05-2024)
20 rupee fee is only applicable for small orders under 99.
5 rupee as handling charge is still there irrespective of order value. So it isn’t different from Swiggy instamart or even bigbasket.
Agree on better product catalog on Blinkit compared to counterparts.
Smallcap momentum portfolio (15-05-2024)
Just keep a GTT till it’s not triggered.
Great articles to read on the web (15-05-2024)
How are you conducting the AI Sniff test?
Please share the Checklist and thought process behind it.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (15-05-2024)
Whats the rationale for 30% in cable stocks (Polycab, KEI)? Valuations are super rich + overhang of Income Tax outcome for Polycab. Would you not be better of diversifying across the energy sector (transformers, solar EPCs)?
Plus wanted to understand what your exit strategy is? Is it purely based on a stage 3 breakdown or would you check fundamentals (valuations, growth outlook) etc?
Smallcap momentum portfolio (15-05-2024)
How to enter/ exit highly illiquid stocks like Jaibalaji? It is either in 5% upper circuit or lower circuit.