in almost any other industry
investors would have left such funds like HDFC top 100
AMC is sticky, people don't sell MF as often
and massive under performance of HDFC MF is allowed
overall, love @PPFAS and @QuantumAMC in MF space
these are better than all the big AMCs
JPMorgan o HDFC AMC
-- losing share
-- cut margins
BUT increase Price target!!
Wah Wah!! 🤣👏😀🤣
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Large volumes, week ended 21 April
Zee Entertainment Enterprises
Axita Cotton
Paisalo Digital
Varun Beverages
Aarti Pharmalabs
Sindhu Trade Links Limited
Bikaji Foods International
ITI
Eureka Forbes
Capri Global Capital Limited
key global economic data points to watch out for next week:
key corporate actions taking place in the coming week:
ABB India, HCL Technologies, Jindal Stainless, KSB, Sanofi India, and Vesuvius India will turn ex-dividend next week.
Sensex trailing PE was 31.6x for July vs 32.2x for June
vs low of 15.67x on 23 Mar 2020
9th consecutive 30+PE month
after 0 instances of 30+ PE till FY20!