Sameeksha Capital News Today

Bhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy action and fundamentals driving market growth. Individual banks and tactical trade decisions are crucial. Profits, sectors, and bottom-up opportunities are key considerations. PSU basket, capital expenditure, and railways are under scrutiny.

Bhavin Shah of Sameeksha Capital discusses the economys support for small and midcap stocks, opportunities in large, mid, smallcaps, manufacturing, chemical sector recovery, and investments in financial and digital consumption themes.

“We have exposure to regional banks in the South. There are banks which are going through some transformation, better management and that is showing in numbers. They do not have to do anything incredibly different rather than just stay focused on what they have done so far and continue that journey.”

Among top 10 names, only one fund, Green Lantern’s Growth Fund, has asset under management (AUM) of less than Rs 500 crore. Rest are relatively more established

“NBFCs that cater to the second, third, fourth tier cities and to underbanked areas or where people relied on the unorganised sectors for financing, definitely have a huge potential. It is a matter of time before these NCBFs basically start building their network and taking advantage of that growth potential.”

Decoding the mad rush for technology IPOs in India July 19, 2021 Seize the moment appears to be the mantra for investors these days. After all, what explains the euphoria behind food delivery firm Zomato Ltd’s initial public offering (IPO). Its valuation was already expensive at around 12 times estimated FY23 revenue. Yet, the book-built part of the loss-making firm’s IPO was subscribed about 38 times, with investors banking on a listing at a $10 billion valuation. Other internet firms are ...

Stellar gains! Nearly 70% PMSes outperform Nifty in 2020; 6 funds in the red Equirus Securities Long Horizon Fund was the top gainer in 2020, rising 61.55 percent year-on-year. January 22, 2021 / 12:34 PM IST Calendar 2020 was a year of many firsts. The market went from record highs in the opening months to multi-year lows in March and back to record highs by the end of the year. Despite the push and pull, the bulls managed to dig in, with the Nifty rising 14.9 percent during the year. The...