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Ambit sees these cos benefitting- Paytm, muthoot, bandhan, mphasis, gland, Piramal ent, timken, metro, Blue Dart, fine org, Piramal ph, zf commercial, kpit.
In an interesting note, Ambit says sticks downgrades from large caps to mid caps by AMFI saw their best performance 6 months post downgrade since 2017/22 as mid cap funds lap up these. Also upgrade from small to mid sees buying but not downgrade of mid to small
Fii have poured in over 32000 crs in nov after putting 51000 cr in august. And a chappie still defends 12000 on nifty by calling each buying LIC related sponsorship. Darkness has a new address 😂
From 1170 on what excel sheet analyst and some tv guests dubbed at bad results on 21/7 to new high today at 1950 that’s a 200 pct being off the table view. My view was turnaround visible in Ceat. D- invested, not a regd advisor. Personal view
Another limit up on Titagarh wagons. Stock up over 50 pct since the wagon orders, Italian tie up. Keep exploring. Opportunities are galore in mkt if you tide over biases and are in pursuit of facts. Timing can be impacted in shorter term but value will be discovered with time
Ambit is doing a talk on healthcare with @_prashantnair In its invite puts a sell on metropolis, dr lal pathlab, Alkem and a buy on narayana, dr Reddy, torrent. D- I own narayana
Nureca has cracked from 2100 to a new low at 538. Some twitter handles that used to dub it as a multi bagger are now not even commenting on co. Meanwhile promoter selling is on in the co which isn’t a good sign
Jefferies and Motilal oswal raise the tp on dalmia bharat to 2060 and 2000 rs. MO says growth plans without leveraging balance sheet and cost-reduction initiatives (raising renewable power, alternative fuel, blended cement share). Renewable power share Inc triggers
Reading- MS upgrades Zomato further from 80 to 92 rs. ✔️
On the lines of my view on the weekend, ET Prime reports how Zomato is eating Swiggy’s share and stands to benefit from Amazon back tracking 🙏
I see same trend in Blue Dart. Institution selling of one fund is getting over while recent developments are business wise favourable. Stock touched 6950 odd and bounced to 7500. While I am not tracking it for small moves sharing my personal reading.
Took a contrarian view here on Titagarh wagons and shared my rationale. 50 pct move and a new high. Think facts and not fiction.
Ge shipping moves from 400 to a new high today. That too after dividends of 7.2, 5.4 rs or 12.6 rs on 400
Chalo, I wasn’t off writing on VA Tech wabag at 240. 🙃
Not my view unless patience is defined. Infosys move is an illusion of buy back just as before it tcs was which then corrected sharply post buy back
Reading- Amazon to shut food delivery unit wef 29/11. positive for Zomato and Swiggy kind of businesses.
New high- Titagarh Wagons 😇
New 52 w high on Vesuvius. The mnc theme play since last few months. 😊
New high timken india. Pade ga India tabhi bade ga India
Beauty lies in the eyes of the beholder. Ceat at new high and now 56 pct up in 4 months
Brands, stocks, books, music, strategist, lawyer, optimist,fashion, traveller, alumni- SRCC, Modern BKR
Followers: 184,503
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