Asian Paints - Ad Campaign
I grouped with colleagues on Sunday and finally ended up in the theatre to watch the Jawan movie. 😯
I don't know if anyone has watched the movie in this group. I remember seeing the ad of Asian Paints repeatedly. It was not something played during the ad break. In the movie scenes, like the road banner, the magazine kept on tables, etc., Asian Paints were all over the place!
I grouped with colleagues on Sunday and finally ended up in the theatre to watch the Jawan movie. 😯
I don't know if anyone has watched the movie in this group. I remember seeing the ad of Asian Paints repeatedly. It was not something played during the ad break. In the movie scenes, like the road banner, the magazine kept on tables, etc., Asian Paints were all over the place!
GMM Pfuadler
Earning has fired, price remained at the same level.
Results: PE has come at 10 years average. Recent rally in small cap has pushed the stock price upwards. Concall was interesting. Company will reach their revenue and profit guidance before time. Now, after long sleep, stock looks attractive once again.
Observation: Brokers are not interested. Street has given up.
Disclaimer: No position.
Earning has fired, price remained at the same level.
Results: PE has come at 10 years average. Recent rally in small cap has pushed the stock price upwards. Concall was interesting. Company will reach their revenue and profit guidance before time. Now, after long sleep, stock looks attractive once again.
Observation: Brokers are not interested. Street has given up.
Disclaimer: No position.
Sugar in a sweet spot. The industry has been transforming and can become a structural play. Those who are not aware, a good report to read...
Promoters' buying
A retail investor must pay attention towards promoters' buying. Remember, promoters may sell for different reasons but buy for only and only one reason.
"They see upside"
If you observe carefully, promoters' holding of Galaxy Bearing has been increasing consistently. And for NRB bearing, promoters are buying in small quantities. Recently, in NRB Bearing, promoters have bought.
SOM Distillery, promoters are buying extremely aggressively. Last week also, some activities were noticed.
Also, this information carries almost no value to fund managers because they deal with bigger chunk of money. And they won't come to the TV channel and talk highly about promoters Buying. Retail investors have an edge that they should realise and act accordingly.
Disclosure: A very small position on SOM Distillery some times back. Could not increase the position for some reasons. No position in the other two businesses. No advice or recommendations please.
A retail investor must pay attention towards promoters' buying. Remember, promoters may sell for different reasons but buy for only and only one reason.
"They see upside"
If you observe carefully, promoters' holding of Galaxy Bearing has been increasing consistently. And for NRB bearing, promoters are buying in small quantities. Recently, in NRB Bearing, promoters have bought.
SOM Distillery, promoters are buying extremely aggressively. Last week also, some activities were noticed.
Also, this information carries almost no value to fund managers because they deal with bigger chunk of money. And they won't come to the TV channel and talk highly about promoters Buying. Retail investors have an edge that they should realise and act accordingly.
Disclosure: A very small position on SOM Distillery some times back. Could not increase the position for some reasons. No position in the other two businesses. No advice or recommendations please.
Detail report on Concord Biotech. Once you read the report completely, you will need only an hour every quarter to track this business.
And gradually, by tracking and learning, we can train ourselves to compound our knowledge.
And gradually, by tracking and learning, we can train ourselves to compound our knowledge.
Venus Pipes
Promoters' buying. Short report but read few a times to grab all the points.
Promoters' buying. Short report but read few a times to grab all the points.
Concord Biotech
If you have read the report, try listing the risk...it will make you think clearly.
If you have read the report, try listing the risk...it will make you think clearly.
Very important point from Bajaj Finance management. Page 4.
Investors who are getting excited about microfinance space must read this.
Investors who are getting excited about microfinance space must read this.
Fun Fact
Nifty 50 is still green in 1 year and 6 months. Over a month basis, it is down only by 4%.
And a lot of chaos has spread that the market is going to hell.
Those who are new, they may panic. But old folks know that up and down by around 10% is the normal texture of the market.
Disclosure: No buying or selling as I think that nothing significant has happened yet.
Nifty 50 is still green in 1 year and 6 months. Over a month basis, it is down only by 4%.
And a lot of chaos has spread that the market is going to hell.
Those who are new, they may panic. But old folks know that up and down by around 10% is the normal texture of the market.
Disclosure: No buying or selling as I think that nothing significant has happened yet.
Are you panicking because of the recent fall?
Anonymous Poll
19%
Yes, a bit
74%
No, I have seen this many times
7%
Not sure
PI Industries
Revenue up by 20%
Expenses up by 18%
Profit up by 45%
When the chemical and agro-chem sectors are going to the dark phase, PI Industries is doing well. Will wait to hear the concall.
Revenue up by 20%
Expenses up by 18%
Profit up by 45%
When the chemical and agro-chem sectors are going to the dark phase, PI Industries is doing well. Will wait to hear the concall.
Pidilite
Revenue is flat (2% up)
Profit went up by 35%
Similar to the pattern that we have seen for Asian Paints. Sales are slowing down because of demand softening. Raw material price has dropped which is leading to profit growth.
Revenue is flat (2% up)
Profit went up by 35%
Similar to the pattern that we have seen for Asian Paints. Sales are slowing down because of demand softening. Raw material price has dropped which is leading to profit growth.
Sunteck Realty
Recently, promoter groups started buying from the open market. It is happening when the Nifty Realty index is breaking out 16 years high.
Obviously, there is some development in this sector that has not happened in the last decade.
Yesterday, in an interview by Rajib Thakkar from Parag Parikh fund house, he was asked the same question. What were his views.
He said that in the Long term, this sector failed to create wealth. So, he will take a pass.
Putting a contradictory view on the same post. The idea is to observe and learn and observe again. No need to buy the tickets to see the show. Learning is free.
Recently, promoter groups started buying from the open market. It is happening when the Nifty Realty index is breaking out 16 years high.
Obviously, there is some development in this sector that has not happened in the last decade.
Yesterday, in an interview by Rajib Thakkar from Parag Parikh fund house, he was asked the same question. What were his views.
He said that in the Long term, this sector failed to create wealth. So, he will take a pass.
Putting a contradictory view on the same post. The idea is to observe and learn and observe again. No need to buy the tickets to see the show. Learning is free.