Are there any new developments in Suyog? Big volumes on certain days before results when a major chunk of equity changed hands. Was this rally only in anticipation of a good result or were there any other developments in the company regarding 5g deployment, new orders etc that are not in the public space yet?
Posts tagged Value Pickr
APL Apollo Tubes (12-12-2023)
I hold this for a long time and a complete noob on chart patterns. What does this pattern signify? The wild swings that it is undergoing is quite baffling.
The Anti-Portfolio (12-12-2023)
No clue about NSE valuation, superficially it’s very cheap compared to BSE. Generally I don’t track well discovered stories, unless there is a dramatic re-rating or turn-around kind of development taking place.
Hitesh Thoria’s Portfolio (12-12-2023)
Hey all,
Before I start I wanna say that I haven’t been in the market for that long (2 years approx) and im 17 yo. I have made these investment majorly in 2022/2023 and i no longer hold the first batch of my stock picks. I prefer to invest predominantly in small caps and I feel inspired by investing style of Mr. Pabrai, Mr. Vijay Kedia, Ben Graham etc.
Here are the stocks I hold:
- Carysil: 13.8%
- Edelweiss FS: 25%
- Nuvama Wealth Mgmt:11.4%
- Rain Industries: 13.1%
- PCBL ltd: 25%
- Vaibhav Global: 11.8%
Im open for ur critiques and feedbacks
Phillips Carbon Black (12-12-2023)
alright thanks a lot
Jagran prakashan (12-12-2023)
HDFC Mid-cap Opportunities Fund exited a large chunk, though 90% of it was absorbed by its own HDFC Multicap fund. My worry is if the stock’s underperformance is being caused by it losing market share. There is also the promoter dispute which is not getting resolved. But between the two, market share loss would be the more concerning thing. Hard to recover credibility with readers once they move away to a competitor.
Nevertheless, I expect Q3 margins to be much better given advertising revenue uplift from the elections that happened and the national elections coming up, and lower newsprint costs (per management commentary, there is a lag in benefits accruing from the fall in newsprint costs due to higher inventory. My guess is Jagran must have had more inventory than DB Corp).
Avanti Feeds (12-12-2023)
- The current support provided by the Govt of India to Shrimp exporters to US (major market for Avanti) is above the acceptable limit of subsidy allowed by the US Govt and hence there would definitely be a negative impact post the final judgement due in Jan 2024; significant since 2024 happens to be election year in the US
- Elections in India also in 2024 would benefit the small farmers at the expense of corporates like Avanti. Prices of raw material can be expected to remain high with high MSP announcements ahead of the elections…
- On top the capacity expansion done by Avanti in the last year would ensure that the operating margins cant improve for few more quarters to come…
Give these three points i suspect the share price may consolidate for another quarter or so. lets see…
National Peroxide (12-12-2023)
listing of demerged business will take time . redtape takes almost 4 months .
APL Apollo Tubes (12-12-2023)
A very unique chart pattern! Triple top and quadruple bottom?