Thank you for the quick reply!
Posts tagged Value Pickr
Priyank’s Portfolio (27-12-2023)
Hi Sir, Any specific reasons sell off Max India (other than you have bought at lower price)? I’m keeping a tab on Max Ind for last few months, but waiting for some corrections to have in long term basket.
IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (27-12-2023)
Due to this rule, IIFL will have to create provisions for its 1100 crore AIF investments, which will impact their equity
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (27-12-2023)
Seems like it is overvalued… very expensive at the moment. The Reverse DCF indicates the market expectations and whether it is realistic.
L&T – Bluechip, Value play, Digital giant in making (27-12-2023)
L&T seems to be in sweet-spot in Middle-east.
Middle-east led by Saudi is in hurry to transition their economies away from fossil-fuel export before world completes energy-transition. Earlier project wins in middle-east were mostly in traditional oil and gas sector but new ones are from diverse sectors which are part of this transition.
Smallcap momentum portfolio (27-12-2023)
I have been adding money at regular intervals and hence I quoted XIRR.
Smallcap momentum portfolio (27-12-2023)
Awesome! You’ve nailed this strategy!!
XIRR – you mean are you doing an SIP?
Piccadily Agro Industries Ltd (27-12-2023)
I am weak in maths but even I know 3000/case does not translate to 400/ bottle. The point is all these are assumptions and it would be nice to get some more accurate pointers like… how much is the average realization for single malt whiskey bottles worth 4k to 6k in India ?
Glenmark Life Sciences (27-12-2023)
Hi, about the stake reduction, is there a timeline by they need to do it from 82pc to 75pc?