they are opening retail show rooms in karnataka so might possible they have entered in rented porperties
Posts tagged Value Pickr
Mudit’s Portfolio (Stage Analysis + Relative Strength) (06-06-2024)
I have entered in
Balkrishna Industries and MPS ltd.
Looking at Vijaya Diagnostic and Aurobindo pharma.
All four have shown strength in the light of overall market weakness.
Also these are not dependent on govt policies or orders hence resilient to any changes in that.
I exited all psu, defence and railway stocks, including green energy and power before exit polls. Re-entered only in JSW energy on 4th.
Disclosure - I am not a SEBI registered Advisor. This is not a recommendation for buy or sale. Pls do your own analysis before investing. I can be wrong in my analysis.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (06-06-2024)
I think, since this week has been volatile and still there is uncertainty about govt formation and govt policies, many investors are taking temporary shelter in defensive sectors like fmcg , auto etc. But this may not give true picture of forthcoming winners as this may be temporary and may last for few weeks or months, till the new govt budget is declared. Once govt policies are in place, we will be in a position to predict future winning sectors and future leaders of those sectors.
Dishman Carbogen Amcis Ltd (06-06-2024)
Anyone tracking this firm? If they can share with the group a bit of history about their merger, goodwill on balance sheet etc. Also I agree the stock offers a good margin of safety but I felt management to be a bit hazy and lazy. What are the views?
IRB INVIT TRUST- new game in the town! (05-06-2024)
I am not saying that they will decrease the dividend but it would be hard to grow dividends in long term without adding assets. Even road assets have risk like decrease in traffic, sudden increase in maintenance costs or natural calamities. If you keep adding assets which are DPU accretive, the concentration decreases and the overall company is more stable.
Cineline India – Picture abhi baaki hai (05-06-2024)
As per promoters this draught would continue, as there is no good content on horizon as well.
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (05-06-2024)
Apologies to bring this one up again. I tried reading thread but did not get any answer for this. Can someone help?
Smallcap momentum portfolio (05-06-2024)
Thank you, I am sure you will update us soon such situations take place.
Yatharth Hospital & Trauma Care Services Limited (05-06-2024)
I personally did not like the fact that no disclosure about 70crs being frozen was made to exchanges. Also money being frozen is not a routine thing. Exited for now.
Will re-enter if it tanks further to 370 levels.