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Posts tagged Value Pickr
Motherson Sumi Wiring India Ltd (MSWIL) – Wired for growth (29-09-2024)
@babruvahana. Thanks a lot for sharing this analysis. Precisely this has been my personal analysis also on MSWIL, there is supply side moat existing and industry vertical (wiring) as such inherently has very limited but a consistent OPM range. That’s why true value unlocking in such a business can emerge only by triggers of diversification into new areas like healthcare, aerospace, and logistic solutions as you bring out. Else, the revenue growth scope will be limited going forward.
Kitex Garments Limited (29-09-2024)
Can someone post Agm summary?
Sheela Foam – An exciting branded play (29-09-2024)
@nikhildoshi please throw some light on how you see seasonality in this business, especially Kurlon and sleepwell is catering mainly in opposite geography. As Sheelafoam roamed here and there after listing few years back and coming back to almost same level makes this good opportunity to invest.
Although from entirely different product segment, Symphony which is air cooler market leader also struggled with sales from 2016-17 till last summer which was blockbuster and resulted in mojo back.
Disc: invested couple of days back expecting good festive season
Sheela Foam – An exciting branded play (29-09-2024)
@nikhildoshi please throw some light on how you see seasonality in this business, especially Kurlon and sleepwell is catering mainly in opposite geography. As Sheelafoam roamed here and there after listing few years back and coming back to almost same level makes this good opportunity to invest.
Although from entirely different product segment, Symphony which is air cooler market leader also struggled with sales from 2016-17 till last summer which was blockbuster and resulted in mojo back.
Disc: invested couple of days back expecting good festive season
Srestha Finvest Ltd: A Strategic Shift Towards Green Finance and Sustainable financing (29-09-2024)
@BalajiBaskaran, one query though, the 200 Cr QIP/Preferential hasn’t happened yet right? Any clue when exactly are they looking to raise the funds?
Srestha Finvest Ltd: A Strategic Shift Towards Green Finance and Sustainable financing (29-09-2024)
@BalajiBaskaran, one query though, the 200 Cr QIP/Preferential hasn’t happened yet right? Any clue when exactly are they looking to raise the funds?
Shivalik Bimetal Controls Ltd (SBCL) (29-09-2024)
Was there any discussion on further stake dilution in the AGM?
Although the conviction of so many AMCs seems positive for the stock sentiment as it has undergone a decent consolidation and time correction.
Shivalik Bimetal Controls Ltd (SBCL) (29-09-2024)
Was there any discussion on further stake dilution in the AGM?
Although the conviction of so many AMCs seems positive for the stock sentiment as it has undergone a decent consolidation and time correction.
Rajeesh’s Portfolio (29-09-2024)
This is my portfolio
| Company Name | Avg Trading Price | % weightage | % profit |
|---|---|---|---|
| ITC | 435.27 | 7% | 20% |
| SAMHI | 195.11 | 2% | 4% |
| Tata Motors | 958.19 | 5% | 4% |
| Natco Pharma | 1213.74 | 11% | 16% |
| Trent | 4858.77 | 3% | 61% |
| Electrost.Cast. | 207.51 | 2% | 4% |
| KNR Construct. | 278.63 | 1% | 21% |
| Indus Towers | 314.20 | 6% | 25% |
| Guj Pipavav Port | 183.92 | 4% | 19% |
| United Spirits | 1268.10 | 2% | 26% |
| C D S L | 1445.67 | 1% | 1% |
| VBL | 624.61 | 2% | -3% |
| Tata Steel | 170.89 | 1% | -3% |
| Vodafone Idea | 15.82 | 0% | -33% |
| Infosys | 1615.46 | 2% | 18% |
| Zomato Ltd | 261.31 | 3% | 6% |
| Nippon India Nif | 19.73 | 1% | 21% |
| South Ind.Bank | 29.34 | 1% | -16% |
| Quess Corp | 721.16 | 2% | 9% |
| Balmer Lawrie | 248.75 | 5% | 10% |
| Larsen & Toubro | 3577.91 | 1% | 4% |
| ZAGGLE | 398.72 | 3% | 11% |
| HDFC Bank | 1612.44 | 2% | 9% |
| Lemon Tree Hotel | 120.13 | 0% | 2% |
| Aditya AMC | 680.78 | 2% | 8% |
| Jio Financial | 352.21 | 3% | 2% |
| Titan Company | 3662.67 | 1% | 4% |
| L T Foods | 234.55 | 2% | 69% |
| ITD Cem | 402.48 | 1% | 35% |
| Bharat Electron | 274.69 | 2% | 7% |
| BLS Internat. | 410.40 | 4% | -9% |
| Pricol Ltd | 487.63 | 2% | -3% |
| Manappuram Fin. | 184.48 | 3% | 10% |
| ICICI Bank | 1174.75 | 3% | 11% |
| Bharti Airtel | 1437.83 | 4% | 21% |
| Amara Raja Batt. | 854.99 | 1% | 63% |
| Epigral | 1336.51 | 2% | 67% |
| Nippon I Silver | 84.02 | 1% | 5% |
| Indian Hotels Co | 692.38 | 2% | 3% |
I know its messed up, but any help is appreciated. My investment journey started just 9 months ago, this is my 10th month