ACE will now go into time correction in my opinion because their products are bought more in the first phase of any capex cycle.
Posts tagged Value Pickr
Dreamfolks services limited( DFS) (28-04-2024)
Recently i visited lounge at Hyderabad airport, still there are long ques to enter the lounge and lounge is full of pax, i think there may not be any impact on this lounge access business model changes on the dreamfolks, indeed i am expecting good number in Q4. if it is the case then again re rating is possible
All these other services contributing very less amount to the revenue (<5%).
Not much margin & Per pax revenue in the railway lounge services, its yet to emerge as there are only few limited number of lounges in the railway stations.
The SME portfolio (28-04-2024)
Kindly share your rationale behind Yudiz solutions
52 week highs and all time highs strategy (28-04-2024)
BIOCON 306 WEEKLY CHARTS
HIGHEST CLOSE SINCE AUG 2022
WITH HIGHEST WEEKLY VOLS SINCE DEC 2017
5 TIMES MORE VOLUME THAN PREVIOUS WEEK
290 to 300 has been a Multiple Resistance zone
52 week highs and all time highs strategy (28-04-2024)
Dear Hitesh bhai,
I am new to technicals & still learning. Recently noticed that all the AMCs are breaking out with large volumes & yearly highs.
Fundamentally also, the results have been outstanding & the companies are still between 20-40 PE (HDFC AMC – 40 PE, Nippon – 33 PE, Aditya Birla Sunlife AMC – 20 PE). The clampdown on TERs also seems to be behind us now.
Does this indicate a sector rotation, with still reasonable valuations? Or am I missing something?
Also, on the charts, they seem to have recently broken out of Cup & Handle & W formations. Looking for thoughts (& corrections) from the experienced investors on the forum
Disc. : Invested in HDFC AMC from lower levels. Planning to enter Nippon AMC & Aditya Birla AMC based on above observations.
Charts for your easy reference :
Microcap momentum portfolio (28-04-2024)
Vishvanath ji,
Thanks for sharing excellent strategy in both microcap & midcap and also you shared each and every small point behind ur calculations & logics…really great support to all 
Just small question this you might have explained earlier but i might have missed as i not gone through all threads.
How to handle the strategy when 50 MA will be below 200MA
The SME portfolio (28-04-2024)
@Jitendra_Vyas
Yudiz solution i have added recently.
Action construction equipment ltd (28-04-2024)
Q1 generally remains lean for construction equipment sector. You can check the past sales data also.
Neogen Chemicals – Niche player in specialty chemicals (28-04-2024)
NCL imports >50% of Lithium Carbonate and Lithium Hydroxide in India.
You refer to NCL Industries or NLC India …
Strides Pharma/OneSource – The Last Stand Will Create Wealth? (28-04-2024)
Outstanding and comprehensive analysis indeed. One question. Do you have a view on when the de-merger is scheduled to happen?