Feb Dividend Update

 

35 companies paid dividends for the month of Feb for a total of ₹15,657

17 Kalyani Steels

Reasons for buying:

Buy PE was reasonable at 6 and below 10 years PE median of 7.79.

Earnings have increased 8 times since 2012 and revenues were flat since 2012. I probably should sell it at a profit since revenues were not increasing but not a bad stock to own. I will stop buying when EPS is down to 18.41.

Return on equity is ok at 17.98%.

The market cap of the company is ₹1,477.87cr.

The debt of the company is ₹173.27cr with ₹626.06cr in cash.

Buy date: 12-Nov-2021

Qty: 27 Buy Price: ₹368.35 Buy EPS: ₹61.37 Buy PE: 6

The price of the stock is down about -10.55% from my buy price.

I have added 10K worth of stock when it has fallen 10%.

Buy date: 26-Nov-2021

Qty: 30 Buy Price: ₹328.50 Buy EPS: ₹61.37 Buy PE: 5.35

Buy date: 18-Feb-2022

Qty: 34 Buy Price: ₹294 Buy EPS: ₹57.32 Buy PE: 5.12

Buy date: 27-Feb-2023

Qty: 228 Price: ₹306.9 Buy EPS: ₹55.93

The yield is 3% and will hold for the long term.

The company manufactures forging and engineering quality carbon and alloy steel. Its product portfolio consists of carbon steel, chrome steel, chrome-manganese steel, chrome-nickel steel, chrome-moly steel, low carbon chrome-nickel-moly steel, medium carbon cr-ni-mo steel, and bearing steel. The company's products are used in automotive forging, construction equipment, bearing, seamless tubes, and aluminum smelting. The majority of the revenue is generated by the sale of Rolled Products, As cast blooms, and Pig iron.

16 Mindspace Business Parks REIT

I have bought Mindspace Business Parks REIT for a dividend since my exposure to real estate is low.

It pays a dividend of ₹18.9

Buy

Date: 17-02-2023

Qty: 312

Price: 3₹19.5

EPS: ₹7.75

15 Embassy Office Parks REIT

I have bought Embassy Office Parks REIT for a dividend since my exposure to real estate is low.

It pays a dividend of ₹21.36

Buy

Date: 17-02-2023

Qty: 323

Price: ₹309.3

EPS: ₹7.91

14 Brookfield India Real Estate Trust REIT

I have bought Brookfield India Real Estate Trust REIT for a dividend since my exposure to real estate is low.

It pays a dividend of ₹20.3.

I have bought stock close to book value.

Buy

Date: 17-02-2023

Qty: 358

Price: ₹278.95

EPS: ₹4.31

Kama Holdings Buyback

Buy

Date: 22-02-2022

Qty: 1

Price: ₹9,400

Eps: ₹1,310.95

Sold

Date: 17-02-2023

Qty: 1

Price: ₹14,500

Eps: ₹1,947.93

The EPS has increased by 48.58%

Holding period: 360 days

Profit: ₹5,100

Dividends: ₹193

Return % PA: 58.1%

United Drilling Tools

Buy 

Date: 24-12-2021

Qty: 26

Price: ₹382.55

Eps: ₹22.42

Sold

Date: 16-02-2023

Qty: 26

Price: ₹227.4

Eps: ₹7.21

The EPS has dropped by 67.8%

Holding period: 410 days

Loss: -₹4,033.9

Dividends: ₹55

Return %PA: -36%

Jan Dividend Update

2023: ₹429

Jan: ₹429

Two companies paid a dividend

Shriram Finance ₹405 (₹15/share)

Wipro ₹24 (₹1/share)

***

2022: ₹42,869

Jan: ₹217

Feb: ₹4774

Mar: ₹1536

Apr: ₹812

May: ₹2280

Jun: ₹4438

Jul: ₹6962

Aug: ₹6153

Sep: ₹10366

Oct: ₹515

Nov: ₹4467

Dec: ₹349

***

2021: ₹16,586.21

Jan: ₹452

Feb: ₹1590

Mar: ₹345

Apr: ₹767

May: ₹693

Jun: ₹806

Jul: ₹2643

Aug: ₹1400

Sep: ₹4948

Oct: ₹100

Nov: ₹1955

Dec: ₹887.21

***

2020: ₹892

Nov: ₹892

Dec: ₹0