PORTFOLIO MAKING

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ITS NOT THE RIGHT TIME TO DO SWING TRADING BUT THE RIGHT TIME TO MAKE PORTFOLIO NEXT THEME IS CONSUMER STOCKS  AS PER UNION BUDGET .
That makes sense—volatile markets make swing trading riskier, but building a strong portfolio for the next cycle is a smart move. Consumer stocks could be a solid bet, especially if the market is anticipating a shift in spending trends. Are you focusing on staples (essentials like food & household goods) or discretionary (luxury & non-essential items)?

Investing in consumer stocks like SAMHI Hotels and Epack Durables can be strategic, given their recent performances and market positions. Here’s an overview of each:

SAMHI Hotels

SAMHI Hotels has demonstrated a significant turnaround in its financial performance. In Q2 FY25, the company reported a net profit of ₹12.6 crore, a substantial improvement from a loss of ₹88 crore in the same period the previous year. Revenue increased by 20.7% year-on-year to ₹266 crore, with EBITDA rising by 81.4% to ₹92.2 crore. The EBITDA margin also improved to 34.7% from 23.1% in the prior year. Occupancy rates grew to 75%, up from 72% in the previous year, reflecting strong demand across key markets.

Epack Durables

Epack Durables operates as an Original Design Manufacturer (ODM) of room air conditioners (RACs) and is expanding its product line to include air coolers, washing machines, and small kitchen appliances. In Q2 FY25, the company achieved a 111.73% year-on-year increase in revenue, reaching ₹377.10 crore. However, it reported a net loss of ₹8.49 crore, up from a loss of ₹6.08 crore in the same quarter the previous year, primarily due to increased expenses associated with expansion.

WHEN THE MAEKET CYCLE SHOW US UPMOVE WE PROVIDE PROPER SWING TRADES . TILL THEN TRY TO MAKE PORTFOLIOS .