Ideally, they should not sell Goa hotel. It gives them a stable income source of roughly 16cr each quarter. It also acts as a hedge in real estate which is increasing. A good EID will help this stock
Posts tagged Value Pickr
Dharmaj ready to benefit from high demand for agrochemicals (28-03-2024)
Updates from the Arihant Conference
https://twitter.com/SmartSyncServ/status/1772932304597373245?t=Y_PGFdvStFsEe95nfDubTQ&s=19
Smallcap momentum portfolio (28-03-2024)
@kuldeep_agarwal My suggestion was different.
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Check price change over 1 year. Rank the stocks. For ex: 1. BSE, 2. Suzlon, 3. TATAINVEST, 4. HUDCO, 5. BSOFT… upto 250.
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Check price range over 6m. Rank the stocks. For example: 1. TATAINVEST, 2. HUDCO, 3. MRPL, 4. MCX, 5. BLUESTARCO.
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Add the 1y and 6m ranking. In our example. TATAINVEST = 4 (3+1), HUDOCO = 6 (4 +2), like this for all stocks.
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Rank the 250 stocks based on results obtained in Sl. No. 3.
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You may need up with two or multiple stocks having the same rank. Ex. 1+4=5 or 4+1=5 or 2+3=5 etc. In such cases, please give priority to the nearer term performance, ie 6 months. Whichever has better performance at 6m has higher ranking.
Sandeep’s Long Term Concentrated smallcap portfolio( Learnings and Mistakes) (28-03-2024)
Thanks for sharing the latest portfolio… Please do write more analysis of watchlist / pf companies, your personal experience and new leanings… Great to read your writings… Thanks Again!!
Infibeam Avenues – A Fintech Play (28-03-2024)
Hi Kapil,
As per disclosure made by the Infibeam Avenues, its subsidiary Infibeam Projects Management Pvt Ltd is enaged in the business of providing software and pre-built infrastructure, tools and resources to fintech startups (refer attached). So, it is not strictly engaged in pure real estate operations. Let us wait for the next concall and get more clarity directly from the management in this regard.
IPMPL.pdf (300.0 KB)
Thanks,
Souvik
Sandeep’s Long Term Concentrated smallcap portfolio( Learnings and Mistakes) (28-03-2024)
My present portfolio is as follows
| Company | Weight by Cost | Weight by present value | Avg purchase price |
|---|---|---|---|
| KEI Industries | 75 | 93.6 | 503.5 |
| Chola Finalce | 25 | 6.4 | 788 |
I have sold Jamna auto in mid 2023 and added Cholamandalam finance in batches .
No buy or sell in KEI industries
Sandeep’s Long Term Concentrated smallcap portfolio( Learnings and Mistakes) (28-03-2024)
My present portfolio is as follows
| Company | Weight by Cost | Weight by present value | Avg purchase price |
|---|---|---|---|
| KEI Industries | 75 | 93.6 | 503.5 |
| Chola Finalce | 25 | 6.4 | 788 |
I have sold Jamna auto in mid 2023 and added Cholamandalam finance in batches .
No buy or sell in KEI industries
Techno electric engg ltd (28-03-2024)
Hi @nandan_ganatra ji, can you please suggest me the last how many concall i should read to understand about Data centre and company guidance, as I am very new to this sector and really gratitude towards your constant sharing of wisdom on this company and sector.
Thanks.
Techno electric engg ltd (28-03-2024)
Hi @nandan_ganatra ji, can you please suggest me the last how many concall i should read to understand about Data centre and company guidance, as I am very new to this sector and really gratitude towards your constant sharing of wisdom on this company and sector.
Thanks.
JTL Industries – Fast Grower at an inflexion point (28-03-2024)
The stock is exhibiting weakness again, vulnerable to 170 levels, in a strong rising market.
I’ve taken a closer look at the numbers on screener. Given that since 2012 the company has grown it’s buziness, profitability and balance sheet without diluting key metrics like NPM, ROCE, ROE, revenue run rate etc., the company has demonstrated a “sustainable” track record.
Apart from that one event, is there any other overhang on the stock? The company’s clarification or insider share purchase don’t seem to help.
Plz comment.