Save Invest Repeat 📈(@InvestRepeat) 's Twitter Profile Photo

quant Flexi Cap Mutual Fund's April Factsheet.

• Added two new stocks - Kotak Bank & Ircon.
• Significantly increased stake in Swan Energy, Britannia, Motherson & Reliance.
• Exited 8 stocks including Infosys, Maruti, HDFC Life, IEX, Biocon etc.
• Rest of the holdings remain

quant Flexi Cap Mutual Fund's April Factsheet.

• Added two new stocks - Kotak Bank & Ircon.
• Significantly increased stake in Swan Energy, Britannia, Motherson & Reliance.
• Exited 8 stocks including Infosys, Maruti, HDFC Life, IEX, Biocon etc.
• Rest of the holdings remain
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Gurjot Ahluwalia(@gurjota) 's Twitter Profile Photo

A huge update to Marcellus Consistent Compounders Portfolio, they have exited Kotak Bank after ~5 years of near zero returns.

Curiously, they haven't provided any rationale for the exit and it's still present in their Kings of Capital PF.

A huge update to Marcellus Consistent Compounders Portfolio, they have exited Kotak Bank after ~5 years of near zero returns.

Curiously, they haven't provided any rationale for the exit and it's still present in their Kings of Capital PF.
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Crazynaval(@Crazynaval) 's Twitter Profile Photo

PPFAS changes for April 2024 are out.

- Pretty muted buying barring Kotak bank where 23% more stocks were added.
- Minor buying in HDFC/ICICI/ITC/Dr. Reddy/ Bajaj holding and power grid
- Banking now almost 20% of the portfolio
-Amazon/Alphabet is dividend reinvestment
-

PPFAS changes for April 2024 are out.

- Pretty muted buying barring Kotak bank where 23% more stocks were added. 
- Minor buying in HDFC/ICICI/ITC/Dr. Reddy/ Bajaj holding and power grid 
- Banking now almost 20% of the portfolio 
-Amazon/Alphabet is dividend reinvestment
-
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Aman Sharma(@TradeTeam_) 's Twitter Profile Photo

Forming My Favourite Reversal Pattern After Taking Liquidity From Demand Zone, Monthly TF 📊

Current Price 1696.95
First Target 1950,2050
Second Target 2300,2400

Note : Not Buy Sell Recommendation❌

#KOTAKBANK Forming My Favourite Reversal Pattern After Taking Liquidity From Demand Zone, Monthly TF 📊

Current Price 1696.95
First Target 1950,2050
Second Target 2300,2400

Note : Not Buy Sell Recommendation❌

#StockMarketindia #StocksToBuy #StocksToWatch #SwingTrading #Nifty
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ET Now Swadesh(@ETNowSwadesh) 's Twitter Profile Photo

| भारत तेजी से बचतकर्ताओं से निवेशकों का देश बन रहा है: उदय कोटक , फाउंडर और डायरेक्टर,

#NewsUpdate | भारत तेजी से बचतकर्ताओं से निवेशकों का देश बन रहा है: उदय कोटक , फाउंडर और डायरेक्टर, #KotakMahindraBank 

#KotakBank #MF #Banking
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Tijori(@Tijori1) 's Twitter Profile Photo

Reverse DCF for Kotak Bank after the recent fall

If an investor wants a return of 25% CAGR over next 5 years, then earnings growth required is ~16%

Note: This assumes PE of 20 after five years. Current PE is ~17

Reverse DCF for Kotak Bank after the recent fall

If an investor wants a return of 25% CAGR  over next 5 years, then earnings growth required is ~16%

Note: This assumes PE of 20 after five years. Current PE is ~17
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Prasiddh Shroff, CFA(@PrasiddhShroff) 's Twitter Profile Photo

What Mutual Fund AMCs Bought and Sold in April:

Kotak Bank witnessed a buying worth over 8000 crores as it fell by over 15% towards the end of April. The number of shares held across all AMCs increased by over 25% from 17.04 Cr to 21.61Cr

Visit MFZone - mfzone.definedgesecurities.com

What Mutual Fund AMCs Bought and Sold in April:

Kotak Bank witnessed a buying worth over 8000 crores as it fell by over 15% towards the end of April. The number of shares held across all AMCs increased by over 25% from 17.04 Cr to 21.61Cr

Visit MFZone - mfzone.definedgesecurities.com
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Chad Steingraber(@ChadSteingraber) 's Twitter Profile Photo

Kotak Bank // Ripple // UPI // +

QR Code ID’s with NO ties to SWIFT—>Cross-Border digital payments that does not require a bank account. Digital Wallets and Virtual ID’s.

NEW RAILS // NEW WORLD
NO SWIFT // NO DOLLAR

Kotak Bank // Ripple // UPI // #BRICS+ 

QR Code ID’s with NO ties to SWIFT—>Cross-Border digital payments that does not require a bank account.  Digital Wallets and Virtual ID’s.

NEW RAILS // NEW WORLD
NO SWIFT // NO DOLLAR
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