SMC Global Securities Limited

Inside Madhusudan Kela’s ₹2,553.6 crore portfolio. 📊 Choice International dominates his disclosed holdings at ₹1,153.2 crore, followed by MKVentures Capital and Windsor Machines. What stands out is the preference for smaller, relatively under-the-radar businesses rather than only large, widely owned companies. Tracking successful investors can generate ideas — but their portfolio is a starting point for research, not an investment thesis. #MadhusudanKela #Portfolio #Investing #IndianStockMarket #SMCGlobal #MadhusudanKela #Portfolio #Investing #IndianStockMarket #SMCGlobal

How much revenue does a hospital generate from each occupied bed? Max Healthcare leads at ₹82,000 ARPOB, followed by Jupiter Life Line at ₹74,247 and Medanta at ₹73,500. But ARPOB alone doesn’t tell the full story — occupancy, case mix, margins and capital efficiency determine how effectively that revenue translates into returns. #HospitalStocks #Healthcare #ARPOB #IndianStockMarket #SMCGlobal #HospitalStocks #Healthcare #ARPOB #IndianStockMarket #SMCGlobal

Some Nifty 50 companies trade at remarkably high earnings multiples. Eternal tops the list at 713.46x P/E, followed by Adani Enterprises at 165.40x and Tata Motors Passenger Vehicles at 104.52x, based on the data shown. A high P/E can reflect growth expectations, temporarily depressed earnings or both — which is why the multiple needs context before drawing conclusions about valuation. #Nifty50 #PERatio #StockValuation #IndianStockMarket #SMCGlobal #Nifty50 #PERatio #StockValuation #IndianStockMarket #SMCGlobal