The Stock Market thread

[Bird Bird Bird]

14 hours ago, KunjanPSD said:

Jet Airways debt resolution out.

1 share for every 100 shares held.

 

UC for days coming up.

 

1 hour ago, KnackChap said:

UC or LC?

 

11 minutes ago, KunjanPSD said:

After seeing what happened DHFL, I expect UC, lol.

 

Already at LC. 

[KnackChap]

Voda idea also in free fall. If it falls below 8.5 to 8 will be a good time to enter. 

[TheGothamChampion]

1 hour ago, KnackChap said:

Voda idea also in free fall. If it falls below 8.5 to 8 will be a good time to enter. 

I still believe it is not going to shut its business. It's a great stock in the long run.

[TheGothamChampion]

@KunjanPSD  @KnackChap @Bird Bird Bird what are opinions about smallcases.

[KunjanPSD]

4 minutes ago, Thegothamchampion said:

@KunjanPSD  @KnackChap @Bird Bird Bird what are opinions about smallcases.

They are basically MFs but at a much lower scale. You need to assess them the same way you assess an MF i.e. returns, fees, companies included.

 

Most of these smallcases are nothing more than momentum baskets and charge exorbitant fees like 12k/3Ms like Weekend Investing. 

Such players showcase their tempting "historical" returns but they have only been live since Feb 2021!

They show "backtested" results as well to entice the customers but all of their returns have been during the current bull cycle.

I can't at all trust their numbers while paying 50k/yr. 

The case manager calls it a Mercedes and while Nifty being Maruti.

 

While there are some others which don't charge much or are even free but CAGR is around 12-13%, at that return better to just throw the money in Nifty.

 

There might be some good cases but I don't track them.

 

Personally, one can easily do their research on a few companies and invest directly.

[KnackChap]

54 minutes ago, Thegothamchampion said:

@KunjanPSD  @KnackChap @Bird Bird Bird what are opinions about smallcases.

 

No Idea. Haven't even opened the app yet despite being downloaded. Same with sensibull. ?

[KnackChap]

56 minutes ago, Thegothamchampion said:

I still believe it is not going to shut its business. It's a great stock in the long run.

Till that supreme court revenue ( or whatever that was) sword is hanging over their heads I'm not so sure. The govt must step in and tell SC to mind its own business and stop this nonsense. 

[KnackChap]

Adani trans, green, gas and power in LC again. Ent & port stable. Might buy power once it starts going below 105 and green if it falls near 1030-1020. 

 

Adani group to retail investors. 

 

 

[Bird Bird Bird]

2 hours ago, Thegothamchampion said:

@KunjanPSD  @KnackChap @Bird Bird Bird what are opinions about smallcases.

 

Don't look at CAGR or previous returns. Look at the bouquet of stock selection, specially those with low volatility or low beta or sectoral. For those starting, smallcases are excellent. Even I am looking at EV sector from the Electric Mobility smallcase. No every stock, but do your own analysis and invest for a minimum time horizon. 

[mohit9206]

What are your opinions on Adani Power and Green? Are fundamentals supporting the current share price? Good for long term investment?

[yogi_boy]

On 6/21/2021 at 10:47 PM, yogi_boy said:

Sharing a DD for Info Edge:

 

Mini Thesis:

 

· Descending Triangle Pattern is formed on the Daily Chart, Fibonacci level, demand level break out (Image Attached for Reference), could be a right time to enter this stock for a short or long term

 

· Stock has already corrected from ATH of 5880 to 4300, with CMP of 5000

 

· With Covid restrictions getting lifted & the vaccination progress, we will see info edge standalone businesses going back to normal in coming months, especially naukri.com & 99 acres

 

· The potential to unlock value from investments in other online businesses, we can expect 2-3 investee companies to file for IPO in future (Policy Bazaar & Zomato)

 

· Info Edge may join the Nifty in September

 

"You first get a job, then you get married, then buy a house, so it's like they are capturing the entire universe of the Indian economy online. That has tremendous growth potential." according to Devang Bhatt, an analyst at ICICI Direct Research.

 

Please see this link to view the list of Info Edge Investee companies, http://www.infoedge.in/investee-Companies.asp

 

 

Policybazaar is planning to file its draft documents to go public in July, a key step in a historic internet IPO. It is seeking a valuation of $4-5 billion, more than previously reported

 

Info edge up 8% today

[Bird Bird Bird]

8 minutes ago, yogi_boy said:

 

Policybazaar is planning to file its draft documents to go public in July, a key step in a historic internet IPO. It is seeking a valuation of $4-5 billion, more than previously reported

 

Info edge up 8% today

 

They also have a stake of 18% in Zomato, and it's IPO bound any day now. Naukri is on a spree.

[yogi_boy]

15 minutes ago, Bird Bird Bird said:

 

They also have a stake of 18% in Zomato, and it's IPO bound any day now. Naukri is on a spree.

 

great stock for long term, their standalone business (naukri.com, JS, 99acres)  is also going to pickup with covid unlock, should hit 6000 in few months.

[KunjanPSD]

14 minutes ago, Bird Bird Bird said:

They also have a stake of 18% in Zomato, and it's IPO bound any day now. Naukri is on a spree.

Info edge is benefiting greatly from upcoming IPOs. I don't think there is any shareholders quota in Zomato and PB IPO since they aren't subsidiaries of Info Edge.

 

I don't like Info edge as a long term investment as:

 

Mcap/sales : 56
ROCE: 4.1%
ROE: 3.6%
Mcap:68000 CR

 

5 years CAGR data:
Sales: 8%
Profit: 0%
Stock price: 60%

 

It might do well in future but I don't see much value today, much better opportunities in market today.

[KnackChap]

51 minutes ago, mohit9206 said:

What are your opinions on Adani Power and Green? Are fundamentals supporting the current share price? Good for long term investment?

 

 

This is what I do/would do

 

Avoid power & trans for long term investment & use them for trading only. 

 

Ports & ent are good long term bets ( ports is at a good price to buy now). 

 

Avoid gas completely. Not sure about green. 

[Bird Bird Bird]

Just now, KnackChap said:

Not sure about green.

 

Green will turn red slowly. 

 

Actual players like Reliance have mega plans in this field. MA shared their strategy in the recent AGM. 

 

Sorry, but I have zero trust in Adani. 

[KnackChap]

1 minute ago, Bird Bird Bird said:

 

Green will turn red slowly. 

 

Actual players like Reliance have mega plans in this field. MA shared their strategy in the recent AGM. 

 

 

Yeah, the reliance agm is the reason why I'm unsure about greens. 

[KunjanPSD]

4 minutes ago, Bird Bird Bird said:

 

Green will turn red slowly. 

 

Actual players like Reliance have mega plans in this field. MA shared their strategy in the recent AGM. 

 

Sorry, but I have zero trust in Adani. 

As per me Reliance, Borosil Renewables and IEX are the best bets for renewables today.

Better to concentrate allocation in names with great management track record.

[mohit9206]

Voda idea also in free fall. If it falls below 8.5 to 8 will be a good time to enter. 

I still believe it is not going to shut its business. It's a great stock in the long run.

A stock whose chart looks like this cannot be great stock for long term. 100X better to invest in Airtel.

[Bird Bird Bird]

https://livefromalounge.com/jet-airways-refunds-2021/

 

Retail ticket buyers f**ked.