What news are we waiting for tomorrow?
Posts tagged Value Pickr
Mudit’s Portfolio (Stage Analysis + Price Momentum) (25-09-2024)
I have my own screening criteria. I use 2 different universes. Smallcap 250 and microcap 250 and select 10 top stocks from each universe. I also put within 20% from All time high, as well as within 20% from 52 week high. For me volume criteria is 1 cr. Price should be above 100 day ema as well as 200 day ema.
Fratelli Vineyards Ltd – A successful business transition in play? (25-09-2024)
Did anyone attend the AGM held today? Notes for same would be highly appreciated.
Tejas Networks – Product based IT business in a favored sector? (25-09-2024)
Per the latest research report from BOfA, networking equipment has a total market size of $20bn representing the third highest spend in data center capex. Currently 3 global players (Cisco 28%, Arista 21% & Huawei – 9%) has captured more than 50% share in the networking products segment.
Huge opportunity for Tejas to make a dent in this segment and capture some market share from the incumbents.
Neuland Laboratories Limited – Transformation towards niche APIs? (25-09-2024)
Technically overheated zone. wait for tomorrow news or any dip
Mudit’s Portfolio (Stage Analysis + Price Momentum) (25-09-2024)
Are you using Viraj’s momentum screen as it is or do you add more parameters?
Kiri Industries: Loan reduction and demand surge (25-09-2024)
A major worry for me is whether the special resolutions will get approved or not… particularly if the promoters do not get the nod to increase their shareholding vide the preferental warrants then that could be a sign of a power struggle brewing…
they would obviously have to engage behind the scenes with the institutional / corporate/FII’s holding a good chunk of the companys equity beforhand w.r.t the share warrants and the loan security limits that they want approvals for… these require special resolutions
one thing is good that the issue of warrants and the percentage increase is planned in a manner that it will not trigger an open offer
Voting is underway at present and closes tomorrow evening with the AGM on the 27th first half
Who is going to be the winners in 2 wheeler industry? Is it TVS, Bajaj Auto, Hero Motors , Eicher, or Ola ? Or is it going to be someone else -“Who moved my cheese”⁰ (25-09-2024)
I have been tracking the automobile industry for the past 3-4 years. In my opinion, all the top five players, including Hero, HMSI, Bajaj, TVS and Suzuki have a very strong portfolio each catering to individual customers needs. Hero has an advantage in rural India with its strong distribution and strong brand recall. TVS Scooters and premium segment motorcycles (BMW Motorrad JV) are doing well. Bajaj with its KTM and triumph portfolio and strong exports is also doing good. Suzuki with its Access and premium motorcycles is performing really well. My only concern is with HMSI. They have not added anything special in their portfolio in the past few years. They are milking Activa and also Shine to some extent. They have to change their strategy in this extremely competitive two wheeler market
Mudit’s Portfolio (Stage Analysis + Price Momentum) (25-09-2024)
There is YouTube channel called Momentum Lab and they have a Python script to filter momentum stocks. I use both momoindiascreener and the Python script to filter out the stocks. Momoindia screener is easy to use in my opinion.
Watch this video to understand the Python script – https://www.youtube.com/watch?v=9iu6q63Ji2o
Use this link to request access for the Python script, then the Momentum Lab will give access to the code.
IDFC First Bank Limited (25-09-2024)
NCLT sanctions amalgamation of IDFC entities