Thanks Mohit. Yes, I do have other asset exposure for diversification. Exposure to renewable energy stocks is by design to capture the growth India is looking at in achieving a target of 365 gigawatts (GW) of installed solar capacity by 2031-32 from 67 GW in April 2023.
Posts tagged Value Pickr
Sirca Paints India Limited (11-10-2023)
One independent director resigned on 20th sept and today compliance officer resigned. Red flag?
Amararaja Batteries Limited: Powering Ahead (11-10-2023)
good quries. if any one follwoing this closely pls share your input.
Hitesh portfolio (11-10-2023)
Hitesh Bhai: Seek your BLINK commentary on the technical picture for the below chart:
- WEEKLY
- Green Solid Line – 40WEMA
- My inference: Base in place [Horizontal,solid+thick, Line]. Long Term Uptrend line honored multiple times in the recent months [Upward Slopping Dotted Line]. VCP Pattern formed in the last 2 Yrs. and expect a bullish breakout [direction of the prior uptrend].
- Did not publish name to keep the view technical.
TIA.
HDFC Asset Management Company (11-10-2023)
@suhagpatel Thanks for asking. I think you have answered your own question! Individual AMCs will have their own ups & downs (‘ups’ is also there, not just downs!). Purely as a business model, AMC is any day a better business than RTA. Once the initial set up is created and a minimum threshold AUM crossed, there is unlimited upside and almost no downside. Every incremental AUM flows directly to the bottom line. The problem for the retail investor is the valuation at which he is getting in, and which of the many AMCs to choose. RTA is just a sectoral bet on the broad financialization theme with very little control over its own destiny. So you have to choose what you want. I am invested in CAMS because there is an optionality in its non-MF business, where they appear to be doing well. That may provide some alpha. But if I am starting a business today, I would choose an AMC over an RTA any day.
About the Special Situations category (11-10-2023)
ITC demerger will be a special situation and also zee / sony merger will be a special situation.
Gokaldas exports — cup and handle/rising channel (11-10-2023)
FTA with UK could be signed soon.
Fingers crossed 
Laurus Labs – Can Business Transform to Next Level? (11-10-2023)
We all know the cost paid by the company and we the shareholders when they had too much concentration on ARVs. Companies diversifying into unrelated areas is the red flag. In Laurus’ case , it is expanding into related areas only.
Sirca Paints India Limited (11-10-2023)
Resignation of company Secretary Suraj Singh due to personal reasons
I think these 2 resignations will be temporary issue for the company but in the long term , Sirca will continue growth story
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (11-10-2023)
Hi @nbhargav – tax is not paid likely due to the company being in losses in the previous years – there is a setoff impact of losses being carried forward