Added rel infra around 187
Increased position in shilpa medicare 530
Increased position in brand concept
Sold edelweiss,csl finance, barbeque nation, polycab
Bought infollion research
bought vasa denticity
Arvind Fashion: 7.33%
Niyogin: 7.31%
Nuvama: 6.35%
Shilpa Med: 7.91%
Brand Concept: 16.52%
Indigo: 9.39%
Infollion Research: 10.76%
Vasa Denticity: 8.61%
Spice Jet: 7.53%
Blue Jet: 5.38%
Rel Infra: 12.91%
(Added spice jet)
What happened to Music Broadcast?
What was the rationale behind buying it? Their interest expenses are rising, but the debt-to-equity ratio remains quite attractive.
this was the reason i have said here at 9
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Hey! May I know on what basis do you say stable growth for Contrast Media over the next 5 years? What is the trigger? Thank you!
What was the rationale before buying SpiceJet. I had taken it on as a year ago at 29 and sold a few months ago at 66.
see the latest presentation and how the business has exploded !
| Stock | percenatge % | |
|---|---|---|
| Infollion | 33.90% | |
| Bconcept | 12.42% | |
| Kopran | 12.20% | |
| Transpek | 10.23% | |
| ShilpaMed | 9.71% | |
| Sakshi-SM | 6.75% | |
| Nuvama | 6.56% | |
| SpiceJet | 8.20% |
I’ll answer any questions on the above stocks, portfolio update
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Why spicejet has been chosen?
the airline story is huge, even though company would take more quarters to give good numbers I just feel if there is turnaround this is the time, lowest fuel cost, high demand, production of planes less and spice jet has planes sooo even though competition is there the prices are fine my bet is just that all things align, there is higher probability of turnaround. Management, I don’t expect much, but so far they raised funds, revived aircraft, and are hoping for improvement in operation, which is positive
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I am increasing my position on brand concept for the following reasons: it has completed its CAPEX cycle, 40% of production will now take place in India, and improvements in working capital are expected, along with a slight margin increase. The bottom line was under pressure due to high interest rates, but the primary focus is now on reducing debt. Going forward, the company plans to expand through a franchise model, which will drive store growth and facilitate debt reduction, resulting in significant upside for the bottom line. As for the topline, recovery is expected. I will be closely monitoring the this quarter. The handbag segment remains a substantial opportunity, and juicy cotoure is the start . While the story is still in its early stages, it presents an attractive entry point right now!
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