Yes sir, luckily it is in 20th position in today rebalancing so no need to exit. Interesting to see how it’s going to react from Monday 
Posts tagged Value Pickr
Smallcap momentum portfolio (21-09-2024)
Simple Investing (21-09-2024)
I think the momentum or stage investing etc are born out of FOMO factor. Market has been bullish since last few years and is rewarding every strategy. Majority of stocks have run up irrespective of fundamentals. If there’s a correction of 20%, all these strategies will disappear along with rookie investors.
Smallcap momentum portfolio (21-09-2024)
This is a good suggestion, didn’t think in this perspective ….thank you.
Ola Electric – Full Stack EV play? (21-09-2024)
Ola S1 X is on sale in Flipkart. Sale price starts at 62k.
Rudra’s PF and Information attic (21-09-2024)
Fusion Just reported 500 Crores of additional doubtful debts in between quarters. Thats almost 4.5% GNPA in addition to existing 2.9%. Almost 7.5% GNPA.
please check in depth and watch out if you want to dive into that pool of Micro finance
Buy Unlisted Shares (21-09-2024)
Related to Waaree Energies. Solar power installations are soaring in India. various companies are doing a lot of capex and expanding their categories and offerings. Extremely bullish on this sector
D: Invested
Piccadily Agro Industries Ltd (21-09-2024)
- Company to come up with ESOP policy. Honestly, if they demerge the sugar business out, from a corp governance standpoint, the management is making all the right noises
SG Mart- Can it successfully create a marketplace? (21-09-2024)
Their business model is to dwarf any steel trader in the Indian Market.
They needed money. As promoters of APL Appolo, they had goodwill in the investor community for their execution prowess. They bought out a non-active or zero-revenue old listed company valued at almost so that they could do a primary capital raise.
Why do u need that much capital. Simple u can do Pan India trading and Value added services. Steel Trading is high value low margins with the largest city based or regional based players at 400 Cr Turnover and 8-10 Cr profits.
Scale has benefits on operational performance, buying price and logistics. But all this is still at embryo stage. Can they execute will be multi billion dollar MCap question.