Rerating in the stock has already happened in my view. Current price-earning multiple is 40% higher than historical averages.
Posts tagged Value Pickr
Everest Kanto Cylinders Ltd. – A long runway ahead! (20-02-2024)
Time technoplast share is running like a bull…
and everest kanto in the dump… wont be surprised if it goes below 100 also… they have no clue about the hydrogen cylinder market and keep misleading the investors in their investor presentation…
this is my last post on this company…
Is China investible? (20-02-2024)
That risk is always there. But recent actions of Chinese government show that they are trying to stabilize the equity markets. Hopefully they have realized that random government actions targeting sectors have extreme negative effects on economy and merkets.
There is always a reason why markets are selling this cheap,if everything was hail and hearty prices will be sky high.It depends on individual to individual if he is ready to take the risk and place the bets.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (20-02-2024)
https://x.com/CNBCTV18Live/status/1759867104856347125?s=20
it seems good news on ethanol front coming… it may be a little late…
Sujata’s portfolio (20-02-2024)
If you want members to give their feedback, post your PF in a readable way. Hard to read what you have posted. Also, give the rationale behind choosing the stocks. And, you can remove the invested figures, quantity etc.
There are many threads that exist in the forum, where members have shared their PF along with the reasons why they had chosen the stocks, you can through the threads.
Sujata’s portfolio (20-02-2024)
Hi Friends,
Thought of sharing my portfolio. Attached the screenshot of the portfolio. Your advice would be great guidance to me, Thank you.
2024-02-20
EquityDebtEquity (MF) + 2 tags
Current= 27.29L
Invested= 8.92L
P&L= +18.37L +205.98%
XIRR =122.38%
Equity100.00%
HDFCNIFTY0.44%
MEDANTA2.26%
PATANJALI1.27%
AWL0.81%
JSLL-SM57.21%
MADHAVBAUG…12.31%
DUCOL-SM6.29%
MWL-SM5.61%
GEEKAYWIRE2.33%
RAJESHEXPO1.26%
INOXGREEN-…1.14%
CONCORDBIO1.01%
CMSINFO0.93%
DCXINDIA0.87%
FUSION0.81%
RRKABEL0.74%
UMAEXPORTS…0.72%
RISHABH0.67%
AVALON0.62%
MANYAVAR0.61%
IDEAFORGE0.60%
IRMENERGY0.52%
FEDFINA0.51%
MUTHOOTMF0.45%Qty. 1800 • Buy avg. 83.33+941.12%
JSLL-SM+14,11,680.00 Invested 1,50,000.00 LTP 867.60
Qty. 1600 • Buy avg. 73.00+187.67%
MADHAVBAUG-SM
+2,19,200.00
Invested 1,16,800.00
LTP 210.00
Qty. 1600 • Buy avg. 78.00
+37.63%
DUCOL-SM
+46,960.00
Invested 1,24,800.00
LTP 107.35
Qty. 1200 • Buy avg. 101.00
+26.34%
MWL-SM
+31,920.00
Invested 1,21,200.00
LTP 127.60
Qty. 550 • Buy avg. 117.05
-1.03%
GEEKAYWIRE
-660.00
Invested 64,377.50
LTP 115.85
Qty. 44 • Buy avg. 336.00
+316.80%
MEDANTA
+46,835.80
Invested 14,784.00
LTP 1,400.45
Qty. 21 • Buy avg. 650.00
+153.41%
PATANJALI
+20,940.15
Invested 13,650.00
LTP 1,647.15
Qty. 100 • Buy avg. 509.35
-32.33%
RAJESHEXPO
-16,464.90
Invested 50,934.90
LTP 344.70
Qty. 230 • Buy avg. 65.00
+108.00%
INOXGREEN-T
+16,146.00
Invested 14,950.00
LTP 135.20
Qty. 20 • Buy avg. 741.00
+86.66%
CONCORDBIO
+12,843.00
Invested 14,820.00
LTP 1,383.15
Qty. 69 • Buy avg. 216.00
+71.06%
CMSINFO
+10,591.50
Invested 14,904.00
LTP 369.50
Qty. 72 • Buy avg. 207.00
+60.05%
DCXINDIA
+8,949.60
Invested 14,904.00
LTP 331.30
Qty. 60 • Buy avg. 342.45
+7.94%
AWL
+1,632.00
Invested 20,547.00
LTP 369.65
Qty. 40 • Buy avg. 368.00
+50.10%
FUSION
+7,374.00
Invested 14,720.00
LTP 552.35
Qty. 14 • Buy avg. 1,035.00
+39.25%
RRKABEL
+5,687.50
Invested 14,490.00
LTP 1,441.25
Qty. 220 • Buy avg. 68.00
+31.06%
UMAEXPORTS-T
+4,646.40
Invested 14,960.00
LTP 89.12
Qty. 34 • Buy avg. 441.00
+21.11%
RISHABH
+3,165.40
Invested 14,994.00
LTP 534.10
Qty. 34 • Buy avg. 436.00
+15.02%
AVALON
+2,227.00
Invested 14,824.00
LTP 501.50
Qty. 17 • Buy avg. 866.00
+13.74%
MANYAVAR
+2,023.00
Invested 14,722.00
LTP 985.00
Qty. 22 • Buy avg. 672.00
+9.89%
IDEAFORGE
+1,461.90
Invested 14,784.00
LTP 738.45
Qty. 25 • Buy avg. 471.85
+19.41%
IRMENERGY
+2,290.00
Invested 11,796.25
LTP 563.45
Qty. 107 • Buy avg. 140.00
-7.71%
FEDFINA
-1,155.60
Invested 14,980.00
LTP 129.20
Qty. 51 • Buy avg. 291.00
-16.79%
MUTHOOTMF
-2,491.35
Invested 14,841.00
LTP 242.15
Qty. 50 • Buy avg. 206.79
+17.29%
HDFCNIFTY
+1,788.00
Invested 10,339.50
LTP 242.55
Deepak Nitrite (20-02-2024)
Are MoUs legally binding? My understanding is that the Government can anytime withdraw the deal unless a clear contract is signed.
VST Industries: Puff full of power? (20-02-2024)
Majority shareholder is BAT.
While BAT Selling in ITC is well.known they might want to take as much out of vst as possible too.
BAT has stated publicly on it conference call that it needs to reduce debt. They are monetising non core assets
So this is a possibility for sure
Force Motors – racing ahead! (20-02-2024)
force motors in uncharted territory. whats next for this stock …can it cross 10k price .
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (20-02-2024)
There are 3 Auto india companies those are actively gearing up to produce hydrogen trucks and buses.
- Tata for both ICE & Fuel cell
- Adok Leyland both ICE & Fuel cell in collaboration with Reliance – Trucks are under road trial… They are aiming to retrofit 500 trucks By ICE this year l
- Volvo Eicher – fuel cell.
Few links given below
Tata Motors Prima H.55S | First Hydrogen Powered Truck | Bharat Mobility Global Expo 2024
Exclusive | New Ashok Leyland Hydrogen Bus Launch in India | Price | Range | Walkaround
Ashok Leyland Bus : Hydrogen से चलने वाली Bus | Bharat Mobility Global Expo 2024 | Hydrogen Fuel