Most large companies, not just IT, are AI running pilots. The results are promising. Many companies are estimating that in the next two or three years they will have to move fully into cloud and be ready to implement the new tech. Indian companies will gain more business. It will hopefully start with the rate cuts. Invested in IT.
Posts tagged Value Pickr
Gurugram Valuepickr (06-05-2024)
I think let’s start a meet…contents and ideas / contributions can be taken up at appropriate time.
Smallcap momentum portfolio (06-05-2024)
Hi Sir,
My list matches with yours now, will verify for couple of weeks then see.
ANANDRATHI
CENTURYTEX
COCHINSHIP
EIHOTEL
EXIDEIND
HBLPOWER
HINDCOPPER
HUDCO
INOXWIND
JAIBALAJI
KPIL
MEDANTA
MOTILALOFS
MRPL
NBCC
POWERINDIA
SCHNEIDER
SIGNATURE
SOBHA
SWSOLAR
Indotech – A turnaround story? (06-05-2024)
how do you and @Mohit_baid perceive the results of Shilchar Technologies? would it have impact in the current scenario with respect with Indo transformers.
Especially, when Indo Tech is richly valued?
@Dev_S what was your thesis in investing in Indo Sir? is it because of the power demand in the future or the future prospects of the company?
Hitesh portfolio (06-05-2024)
@hitesh2710 sir how do you look flat results for fundamental bets? Example recent result from Usha Martin is very flat. How do you see it and when would you cut positions when you see quarterly flat results?
Microcap momentum portfolio (06-05-2024)
@Anand_Jain You can actually use 05-May-2023 as the closest date for 12 months look back. This is what I took.
Smallcap momentum portfolio (06-05-2024)
Update for entry on 06th May 2024
50DMA (14920) > 200DMA (13308); hence, we can continue without any change.
Based on ranking:
- JAIBALAJI
- ANANDRATHI
- INOXWIND
- SCHNEIDER
- COCHINSHIP
- MOTILALOFS
- HINDCOPPER
- HUDCO
- SOBHA
- SIGNATURE
- HBLPOWER
- SWSOLAR
- MEDANTA
- POWERINDIA
- MRPL
- EIHOTEL
- KPIL
- EXIDEIND
- CENTURYTEX
- NBCC
Based on A → Z for easy tracking:
- ANANDRATHI
- CENTURYTEX*
- COCHINSHIP
- EIHOTEL
- EXIDEIND
- HBLPOWER
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- KPIL
- MEDANTA
- MOTILALOFS
- MRPL
- NBCC*
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- SWSOLAR
Exit;
ACE makes an exit.
CHALET stays within the top 25 and hence remains.
Entry:
CENTURYTEX makes an entry.
NBCC cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
ACE, BLUESTARCO and CHALET exit.
ARE&M, CENTURYTEX and HBLPOWER make an entry.
Microcap momentum portfolio (06-05-2024)
Update for entry on 06th May 2024
50DMA (
Based on ranking:
- KPIGREEN
- ELECTCAST
- PURVA
- KESORAMIND
- CHOICEIN
- KIRLOSENG
- NEWGEN
- TECHNOE
- WOCKPHARMA
- NEULANDLAB
- IFCI
- ZENTEC
- STAR
- VOLTAMP
- TIMETECHNO
- NETWEB
- ARVIND
- ANANTRAJ
- ITDCEM
- BASF
- SANGHVIMOV
- TARC
- IMFA
- DHANUKA
- GANESHHOUC
Based on A → Z for easy tracking:
- ANANTRAJ
- ARVIND
- BASF*
- CHOICEIN
- DHANUKA*
- ELECTCAST
- GANESHHOUC*
- IFCI
- IMFA
- ITDCEM
- KESORAMIND
- KIRLOSENG
- KPIGREEN
- NETWEB*
- NEULANDLAB
- NEWGEN*
- PURVA
- SANGHVIMOV
- STAR
- TARC
- TECHNOE
- TIMETECHNO
- VOLTAMP
- WOCKPHARMA
- ZENTEC
Exits:
GULFOILLUB and THOMASCOOK make an exit.
JPPOWER, MSTCLTD and WABAG stay within the top 30 and hence remain.
Entry:
NETWEB and NEWGEN make any entry.
BASF, DHANUKA and GANESHHOUC cannot enter as there is no vacancy.
Microcap momentum portfolio (06-05-2024)
@LarryWink Thanks for your effort.
This was a special list based on a weightage of 75% that one of the gentlemen had given for 6 months performance. I will upload in the appropriate thread for 50:50%.
Microcap momentum portfolio (06-05-2024)
@Anand_Jain I will upload my list in the appropriate thread in a short while. This thread is for microcap. You can check it out in the other thread.