Trend Is My Friend

07/03/2022

Our Investment Process for Value Strategy

We are SEBI registered research provider.
We constantly monitor our portfolio to ensure that earning expectation is on track and the risk: reward is still favorable.
Our portfolio will be fairly concentrated with 15-20 stocks.
Our Investment style is to invest between 40-45% exposures to large cap (top 100) companies.
We like undervalued businesses where risk-reward trade off provides high margin of safety.

Investor Handle

We review these portfolios on a regular basis and update on our website
Stocks included in this portfolio are monitored by us daily & updated on a quarterly basis via company updates and any important news flow related to these stocks
Any changes (Additions or EXITS) incorporated in these portfolios or stocks outside this portfolio are communicated to clients via email, sms and explaining the rationale for the same.
Profitmart Advisory is a SEBI registered (SEBI Registration No. INH000001071) under the SEBI (Investment Advisers) Regulations , 2013.
more details call me on 8655135906 and mail me on [email protected]

07/03/2022

we offer you zero deposits franchisee and up to 80% brokerage sharing. for more details whatsaap me at 8655135906

27/12/2021

https://www.thehindubusinessline.com/news/hero-electric-ties-up-with-hdb-financial-services-for-retail-finance/article38011229.ece

The financing option will be available to Hero Electric customers across its widespread network of over 700 dealerships in the country

22/12/2021

stock available in Unlisted mkt for more details contact 8655135906

Global engineering and product development digital services firm Tata Technologies has been selected by European aerospace major Airbus as a strategic supplier.

26/11/2021

https://youtu.be/d7Ar_ZHpOYE

12/11/2021

United Spirits Limited
CMP Rs 951 Target Price Rs 1200

United Spirits Limited is the largest alco beverage Company in India and is also among the largest consumer goods companies. USL has a comprehensive brand portfolio with over about 80 brands of Scotch whisky, IMFL whisky, brandy, rum, vodka and gin. 9 of these brands sell more than a million cases annually USL manufactures, sells, and distributes a wide portfolio of premium brands such as Johnnie Walker, Black Dog, Black & White, VAT 69, Antiquity, Signature, Royal Challenge, McDowell’s No.1, Smirnoff and Captain Morgan.
With USL dominating volume market share of the whisky segment in India, the company is well placed to ride on the rise in consumption of alcoholic beverages in India, driven by the underlying demographic advantage and the change in perception towards alcohol. The business outlook appears promising with trade channels returning to normalcy, increased occasions for home indulgence, the ongoing strategic review of half of the Popular portfolio to be concluded by Dec'21, which would offer further primacy to the Prestige & Above (P&A) segment & potential success in the P&A segment in terms of both growth and margin.
USL’s focus on premiumisation, de-focusing of popular category brands, debt reduction, digital push, cost optimization, better product mix and supply chain management are well reflected in the higher margins and superior growth rate. In Q2FY22 management commentary on demand outlook was very strong indicating stronger traction expected in H2 of FY22. We hence believe that the USL stock would get rerated ahead going ahead.

11/11/2021

https://www.moneycontrol.com/news/business/ipo/pharmeasy-parent-api-holdings-files-drhp-for-an-ipo-7698561.html

PharmEasy parent API Holdings seeks to raise Rs 6,250 crore via fresh equity issuance.

29/10/2021

https://kyc.profitmart.info:8443/onboard.aspx?type=2&branch=6501&fr=TPnjP9dM8T16GimZSfoxww%3D%3D

PROFITMART SECURITIES PVT. LTD.- NSE Membership Number: 14556 | BSE Membership Number: 6676 | SEBI Reg No. : INZ000093633 | CIN: U65990MH2011PTC217211

29/10/2021

Recommendation – Apply with Long Term Investment View The initial public offering (IPO) of One97 Communications Ltd, which runs the Paytm payments service, will open for subscription on 8 November and close on 10 November. Incorporated in 2000, One 97 Communications Ltd is India's leading digital ecosystem for consumers as well as merchants. As of March 31, 2021, the company has a 333 million+ client base and 21 million+ registered merchants to whom it offers payment services, financial services, and commerce and cloud services.
In 2009, the company launched the first digital mobile payment platform, "Paytm App" to offer cashless payment services to customers and now, it became India's largest payment platform. The app enables customers to do cashless transactions at stores, top-up mobile phones, online money transfers, pay bills, access digital banking services, purchase tickets, play games online, buy insurance, make investments, and more. However, merchants can use the platform for advertising, online payment solutions, offering products to customers, and loyalty solutions.
Paytm App is India's leading digital payment service platform and has a strong brand identity. It has large customer base with 333 million total customers, 114 million annual transacting users, and 21 million registered merchants. In view of all these competitive strengths; investors may consider applying to this IPO with a long term investment view.