Hii JP sir,
Why you sold Tejas network and frogg celsat?
Posts tagged Value Pickr
My portfolio updates and investment journey (06-04-2024)
My portfolio updates and investment journey (06-04-2024)
Congrats sir, Which advisory firm you have joined ?
My portfolio updates and investment journey (06-04-2024)
Congrats sir, Which advisory firm you have joined ?
Supriya Lifescience Ltd – pure play API (06-04-2024)
Hi All,
The 4 promotor/WTDs were paid around 18 crores in salaries in FY23 while PAT was around 90 crores. This violates the 10% rule by a huge margin (double the ceiling) as stated here Managerial remuneration under section: 197
This is a red flag, right?
Regards,
Ashutosh
Supriya Lifescience Ltd – pure play API (06-04-2024)
Hi All,
The 4 promotor/WTDs were paid around 18 crores in salaries in FY23 while PAT was around 90 crores. This violates the 10% rule by a huge margin (double the ceiling) as stated here Managerial remuneration under section: 197
This is a red flag, right?
Regards,
Ashutosh
Ranvir’s Portfolio (06-04-2024)
I agree with your observations
I have sold bulk of my Radio Khaitan holdings. Only a small / residual tracking position is left ( 0.5 pc of portfolio type )
Among Hotels, I like Kamat Hotels at current prices. It’s a turn around story. I would recommend u to go through its Q3 PPT and concall. See if u like it
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (06-04-2024)
Fund raising and Onboarding of new Investors. Putting Money into JV
JTL Industries – Fast Grower at an inflexion point (06-04-2024)
Yes the number is way to good to believe and is unreasonable because it’s not possible for a manufacturing company to achieve this level of asset turnover number.
52 week highs and all time highs strategy (06-04-2024)
Dear Hiteshji,
One month passed after this chart and during the recent correction, the stock went below 450 briefly arpund 435 regions on weekly which means remained in another 5% range. Now still the stock is range bound and bounced tp 460 levels
How do you see this stock movement last one month ? Did you exit it once it went below 450 range ?
52 week highs and all time highs strategy (06-04-2024)
BBL Has been hitting new highs after cup and handle formation in Dec 23. There was a pause during recent fall in Mid March But it recovered and continued the uptrend.
SriRam Pistons also in continuous uptrend and hitting new highs. After Abacus Buying recently Emkay also came up with Target close to INR 2500. It is supported by Good Volumes as well.