Thanku for the knowledge sir… I found a microcap company named as Valiant Communication for some reason there is not much information about management…Sir can you give me some knowledge about as i am new to the markets ?
Posts tagged Value Pickr
Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies (26-08-2024)
Hi I have gone through your write up and agree that Avantel is a good script not only from the angle of Defense Sector growth but they are equally participating in the telecommunication as well as data centre growth story. I have started accumulating this share since last year and it’s already multi-bagger for me. I personally feel it’s just the beginning of its growth story & in next 5 years, it will be a much bigger multi bagger script.
Zomato – Should you order? (26-08-2024)
Me too holding from IPO and almost at 60. But could not increase allocation. It flew off before I could decide.
IDFC First Bank Limited (26-08-2024)
Govt has allotted a similar amount of 88k crore to the sinking ship called BSNL. So such a bailout is not impossible.
Imagine if this ‘A’ group goes down, the playbook may be like Zee or Ruchi soya. It will go to NCLT. Everyone will take a massive haircut and A will buy back his co at 5k cr. All will be happy.
SmallCap Hunter : Trying to find the dark horses with triggers (26-08-2024)
Anyone tracking Yash Optics and Lenses?
Thanks
Hitesh portfolio (26-08-2024)
@hitesh2710 sir, Good Evening. Sir, can you please share your wisdom on current nifty 50 valuation? Is it forming any pattern indicating correction? In my experience sir, whenever we are in euphoria like situation like the current one, whenever we see flood of ipo and crude price dancing around , it indicates we are closer to peak and can experience bear phase or correction and then consolidation. Seeking your views. Many thanks!
The SME portfolio (26-08-2024)
Majority of the SME spacd is now in overvalued category now. Even broad markets are also trading at relatively higher multiples and the base (reported earnings) itself is on historic highs.
The market and people are just factoring any and every positive update for the companies and good amount of scripts are trading at forward PE rates which are expensive even at FY 26/27.
Plenty money is pumped everywhere and apart from the March 2024 earnings, elections and budget hiccups; whole space is on an one directional journey to the moon from March end.
The SME space do provide opportunities but the risk at the moment is now at its highest levels when looking in the past 4-5 years. You can also measure it by the frequency of the SME IPOs and the oversubscription in those.
Note: I have made a base of 10% cash holdings since last 2 months and do not intend to use it until sideways/bearish sentiments occur on fortnightly basis.
Present view: Hold or sell
Disclosure: Currently I am not holding any of the stocks mentioned in your post.
Sakar Healthcare – Tiny Pharma Company for promising Growth ahead (26-08-2024)
Compiled some notes today, Enjoy
Sakar Healthcare.docx (3.9 MB)
Aavas Financiers :: Banking on the unbanked (26-08-2024)
The entire open offer process will end up taking 2 months from now. Does the share have a ceiling of ₹1766 until then?