Congratulation Pankaj … I am too invested in it since 200 level before bonus issue. Since I had given significant weightage, so it has rewarded significantly.
What is important about Newgen, When other IT companies were struggling around 2022, it was performing consistently. As long as it is performing, I will hold it.
Posts tagged Value Pickr
Newgen Software (27-10-2024)
Proxy for wealth management and equity market (27-10-2024)
Wealth first has never done any concall. So bit hard to understand their future growth plans, risks and so on. I would bet my money on a stock that gives me full clarity.
Proxy for wealth management and equity market (27-10-2024)
Wealth first has never done any concall. So bit hard to understand their future growth plans, risks and so on. I would bet my money on a stock that gives me full clarity.
Cafe Coffee Day – Will you Date? (27-10-2024)
what i see is they have recently cleared some debt and so post that screener should be updated with D/E in upcoming results from 0.48 to 015.
Cafe Coffee Day – Will you Date? (27-10-2024)
I think at this point, if Malvika keeps fighting and keeps the insolvency at bay, keep paying the interest from core business and forgets the MAECL recovery – that is the only way this can come out of bad times
Zomato – Should you order? (27-10-2024)
5 year after 2021 ie 2026. Then we will see
As he said Abhi nahi bechne ka
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (27-10-2024)
KPIT has been growing rapidly at 25% types, now they are lowering the guidance not saying they will not grow, market will adjust the future value accordingly, it might either lead to a fall in price or time based correction where fundamentals back fill the price. This business was growing faster than other players like LTTS / Elxsi and was valued Thus.
Smallcap momentum portfolio (27-10-2024)
@Raghav7614 There is no specific exit strategy in terms of profit booking. We rank every week and if a stock falls below 25th rank, it will leave and another stock will enter.
This is typically how momentum strategy works.
Midcap Momentum Portfolio (27-10-2024)
@rami2k This midcap pf has not been hit too badly. If I look at the NAVs between end of last week and end of this week, the pf is down by just 4.87%, which I think is perfectly fine.
From the time I did my last rebalance on 16th, the pf is down by 9.5%.
IDFC First Bank Limited (27-10-2024)
I am going through investor presentation of Q2 fy 25.
PowerPoint Presentation
The convention is to do provisioning till sma 2 buckets.
Bank has done provisioning of sma-1 bucket also.
Check page 3 of investor presentation.
For me this is aggressive provisioning not conservative (they mentioned the word conservative provisioning in the presentation).
PCR is 75%
Also toll should pe re imbursed by the government.
Future payment arrangements – Mumbai’s toll waiver explained: What it means and who stands to benefit | The Economic Times
Still there is 1000 crores of extra provision. Which is without microfinance or Toll.