Hi. If there is WhatsApp group available for Pune’s Investors, can someone add me please.
Posts tagged Value Pickr
Hitesh portfolio (16-04-2024)
Charts of both Capacite and Carysil look bullish and are consolidating after crossing key resistances. Pennar Inds has corrected sharply after a strong rally. I think it might consolidate for a while after such an up and down move.
Marksans Pharma- Can it be the next Pharma Biggie? (16-04-2024)
It is less than 3% of last year’s net profit which is fine. Plus for a 2000cr pharma company that is growing well, the salary seems par.
HDFC Bank- we understand your world (16-04-2024)
It’s definitely a good news. Also I believe that NPA cycle is bottoming out in the banking industry so from here onwards market should start watching out for NPA trends. That’s where banks like HDFC and Kotak should do well given their strong risk underwriting.
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (16-04-2024)
Really no difference. I have been an investor in both, in the past, and while they track each other on financial and business metrics, Indo Count stock tends to have more momentum giving thrills with its sustained price moves. Welspun on the other hand is more sedate. It may get stuck in a range for many months, often giving false breakouts, testing investor’s patience.
Time technoplast (16-04-2024)
it will only gain market share from traditional storage. It has very long runway ahead before losing the market share to pipeline.
Thomas Cook India (16-04-2024)
Systematix has coverage on the stock…
Systematix Group TC@IN Thomas Cook India – IC – 01-02-2024 – Systematix.pdf (1.5 MB)
Landmark Cars – Listed premium Car dealership in India (16-04-2024)
Has anyone analyzed how Popular Vehicles and Services compare to Landmark. It appears that Prashant Jain bought into Popular Vehicles and Services after investing in Landmark cars last year.
High view on valuations is highly respected.
HDFC Bank- we understand your world (16-04-2024)
The CASA growth is the key metric to track going forward. Bank aims to have a total of 13,000 plus branches in the next three-five years. One needs to understand how much of these would aid low cost deposit growth. The March ending nos released by the bank show a jump but one needs to watch the trend
Disclosure: Invested from lower levels
Time technoplast (16-04-2024)
Important point to consider in long term specifically for retail consumers is piped gas reducing the need of cylinders