Railway minstry and road ministry change will affect stock market?
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- เผยแพร่เมื่อ 9 ก.พ. 2025
- Two of the Stocks we bought on dip :
Amara Raja - EV stock
IRCTC - Railway stock
We had informed about these stocks to our squad members on election day itself - this is not recommendation but for learning purposes. The best time to invest was on DIP day💰.
Fundamental Reasons :
1. Attractive valuation given the recent demand for batteries.
2. Huge trustable clientele since many years.
3. Promotor of Amara Raja was MLA of TDP party formerly, which got highest majority in Andhra Pradesh and hence giving a political edge to company with strong connections.
Technical reason : Stock had recently given fresh breakout to get at its new high. Not to forget it had great volumes too, or else many of such breakouts can be fake if not backed with high volumes.
IRCTC - Fundamental Reseaons :
1. After sudden dip, the valuation around that price was attractive especially after seeing last 2-3 years growth in E-ticketing business and catering business of IRCTC.
2. Govt backed monopoly stock, with NO competition in market.
3. Improving profit margins with Strong cashflow to expand in future with govt focus on railway infrastructure.
Remembering the IRCTC business is not much dependent on Railway Ministry, but more of the tech adapting habit of India.
Other companies like RVNL carry risk of orderbook as their sales come from govt projects and its execution, where as IRCTC deals with direct customers meaning people like me and you.
Disclosing we already owned these stocks and this was partial buying on dip opportunity.
#stockmarket #elections #politics #money #finance #investment #invest #explore #reels #nifty
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Sir dip k time kyu nhi bataya ab kya fayda news channel jaisa news Dene k liye follow thodi kiya tha😊
Lalu prasad yadav 😂