particulary there is no dataset clearly indicate this but apart from top 10 i am also focusing on the next 8 stocks too because they can do well and the top 10 will manage the risk of the portfolio if the other stocks dont do well.
Posts tagged Value Pickr
CARE Ratings Limited (19-11-2023)
Since last many years, I see that credit rating industry has failed to grow its topline. This
applies to all 3 players (CRISIL, ICRA, CARE) that commands majority share of the market.
Note that I am talking about only Credit Rating Business (not other businesses like research and advisory).
CARE Topline – Last 10 years
ICRA Topline – Last 10 years (Little growth driven by business other than Credit Rating)
CRISIL Topline – Last 10 years (Good growth but again driven by business other than Credit Rating)
I was under assumption that this business grows roughly in line with growth in economy that’s tied to growth in credit. But looks I am wrong with this assumption, and probably missing something.
@dd1474 – Would you like to share your thoughts here please?
The harsh portfolio! (19-11-2023)
How has your portfolio being performing? Do you track against Nifty/Smallcap/MFs?
Pre election rally (19-11-2023)
What is the impact you are seeing in the above businesses from elections? stock market rally is just a speculation, there’s no such thing as a pre-election rally or post whatever the historical datasets I have seen. In the above list top 10 companies have been doing same thing throughout the period of any government. If you have any datasets would love to learn
Indian Toy Industry – Any listed opportunity? (19-11-2023)
Rev per store is highest in last 8 years, total revenue increased even though no. of stores fell, the company has turned profitable.
Even before covid, they were never consistently making money, may be COVID was a jolt that company needed, now they might turn a new corner with laser sharp focus on profitability and sustainable expansion.
Shakti Pumps – solar shakti (power)! (19-11-2023)
Spent today evening going through all 229 posts for Shakti pump- what a journey it has had in the past 9 years!
What seems to be the reasons for the recent price rally (2x in L6M; was flattish for past 3 years)?
Is the price uptrend because of:
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Kusum 3 and other Govt orders?
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Margin and PAT improvements in Q2 24 (revenue declined heavily though)
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7 new patents being granted- some of them being in EV space- a strong key word these days!
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FIIs slowly coming back into play ( 0.64% though – but highest in 1.5 years)
Would request someone to throw some light on this.
Desc- Not invested but tracking.
Pre election rally (19-11-2023)
Stocks that i am holding for this period –
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HDFC Bank
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Tata Power
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L&T
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Titan
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Asian Paints
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TCS
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PI Industries
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SRF Ltd
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Cipla
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Astral Ltd
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Ahluwalia contracts
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Equitas SF Bank
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Poly Cab
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Praj Indus
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Archean
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Timken India
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Olectra
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Grindwell
Pre election rally (19-11-2023)
Welcome to our dedicated discussion on the pre-election rally in the stock market!
As we approach a pivotal moment in the political landscape, this forum serves as a vibrant hub for investors and market enthusiasts to explore and analyze the potential impact of the upcoming elections on various stocks and sectors.
Listed Microcap- Frog Cellsat- Opportunity (19-11-2023)
Can you explain this a bit more ?
“Production Linked Incentives are recognized as income when on the basis of the judgment of the management”
Reads very bad