I exited due to availibility of better options, but I guess until the B2B demand from US retailers doesn’t improve or some FTA with UK / EU go through (since Indian mfrs don’t really have any noticeable wallet share for UK / EU players), there won’t be significant re-rating.
Posts tagged Value Pickr
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (13-06-2024)
Might be that 8.5 Cr told in latest con-call was Q4 number but then why isn’t it 25% of 20Cr?
Smallcap momentum portfolio (13-06-2024)
If some sector is in tailwind, we could get maximum stocks of that sector, then it cannot be called as diversified pf, I am finding solution for that. Any takes.
Railtel: Tracking the potential (13-06-2024)
Railtel - Fy 2025 Revenue Growth guidance 30% from CMD. Strong order book, continues to get Order inflow from other PSU’s. Expected order inflow from kavach. The only PSU to Foray in to Data center operation-Analysis from equity masters in you tube.
Defence Like Boom for PSU Data Centre Stock
Discl: Invested. May be biased. Not a buy or sell recommendation. please do your own assessment before investing.