Interesting view Mr. Amrish – you are certainly more experienced than I am in the markets, and have clearly found a contrarian bet.
However, prima facie I would still stay away from Aster given my experiences when promoters sold the cash cow.
Posts tagged Value Pickr
Aster DM healthcare (03-01-2024)
Sunteck Realty – Quality Real Estate Company (03-01-2024)
(post deleted by author)
The harsh portfolio! (03-01-2024)
Harsh thank you for sharing your thoughts and portfolio…i have been your fan of your stock pickings…it has been a inspiring to watch you grow…Great work…
Senco Gold: Upcoming gold story! (03-01-2024)
Though the company has not given Q3FY23 result, it is understood from the already available data.
Sales for Q3FY23 should be 4076 – (1007+911+814) = 1344 Cr
Operating profit should be 330 – (55+33+67) = 175 Cr
Now what I cannot understand is how they got to 13% operating margin that quarter. Though there is operating leverage, do you think it normal for the margin to reach 13% from a meagre 4 – 5% previous quarters? Or am I missing something?
Disc: Invested
PI Industries – Superior Business Model (03-01-2024)
Last week I wrote an in-depth equity research report on PI Industries. If anyone wishes to learn about the company and their recent activities can go through the report.
I’m unable to upload the file here but I have posted it on my Linkedin, anyone can go check it here – https://www.linkedin.com/in/utkarsh-batra-65a44624a/
Feel free to connect and chat on personal message.
!!Disclaimer: This is not a buy/sell call but just sharing the information. It is made for educational purposes only.
Also, i know I have named the company wrong on the first page itself, but the entire report is about PI Industries only.
How to invest or trade in NCD listed at BSE and NSE in the Indian markets? (03-01-2024)
you can invest in NCDs – both primary and secondary – via indiabonds.com The NCDs and bonds will be credited to your demat account. I have purchased NCDs in the past via indiabonds which have been credited to my HDFC demat account.
Portfolio Tracker – Google Sheet (03-01-2024)
Hi Srini,
Please allow us to make a copy of file and track our portfolio. This looks good and can be single point to track portfolio performance … Thanks
Simple Investing (03-01-2024)
Although I refrain from giving any buy/sell posts, but as you specifically ask and more from a fundamental of my investing strategy of following Simple rules….if Trent falls maybe 20% or so, I may do nothing and simple hold…while if it falls by 40% or so, I may be happy to add to my position as I feel my allocation to Retail and specifically to Trent could have been better to begin with had I been more mature when adding it earlier at lower prices.
Pls take above post with pinch of salt as I may not do exactly what mentioned above as any buy/sell/hold decision may have multiple variables and evolving conviction/mindset……
Regarding your data, I trust all would be accurate and as thought provoking as the fact that Tatas built Zudio from the ashes of the Pandemic, the seeds of which were sown few years earlier….No analyst or investor including me would have anticipated the growth of Zudio. The big narrative Nykaa made a IPO debut at probably 1 lakh crore market cap when Trent was probably at around 30K with all the real growth engines in place to fire….Having burnt my fingers in the Nykaa narrative and seen Trent’s multiple growth formats fire in person, it was a blessing in disguise to see more value in Tata’s Trent….wish would have invested more at lower prices had been mature enough….
Dics: Invested & biased. Not a buy/sell recommendation. I can be wrong in all my assessments. Not eligible for any advice.
