The Stock Market thread

[rushab oswal]

34 minutes ago, KunjanPSD said:

Jiski GMP zyada hai 

Nahi i dont play that game, hence did not went for rolex rings ??

 

[Bird Bird Bird]

43 minutes ago, rushaboswal said:

Can apply 2 out of 4. Which are the best?

 

Wherever QIBs are putting their money. 

[KunjanPSD]

4 minutes ago, Bird Bird Bird said:

 

I've to ask - what levels are you invested in ? And which API/CDMO are you NOT invested in ? 

I did post about it long back.

 

I am invested in the usuals like Laurus, Neuland, Sequent, Syngene, Biocon, Star, Solara, Hikal, Granules, Natco, Kopran, Suven.

 

Unequal PF weights but each stock has considerable money behind it.

 

Sequent, Solar, Strides have a close history.

All three used to be the same company with Arun Kumar being the promoter.

Over the time they have separated via IPO or demerger.

Hence I have a small position left in Solara about which I don't tend to do anything.

But sometimes it just nudges the PF upwards.

 

The same philosophy will continue with Strides as Stelis demerger is already slated for next year.

 

Smallest positions are in Kopran & Suven.

And only Natco's position is in red.

 

When it comes to the levels, I have averaged many times, so can't really pinpoint but for example: Neuland's avg. is 800 for me even after avging up & buying a little at 2000.

Rest are along the same lines.

[KunjanPSD]

13 minutes ago, rushaboswal said:

Nahi i dont play that game, hence did not went for rolex rings ??

 

Listing gains ke liye hi toh karna hai?

Or do you intend to hold?

[KunjanPSD]

Solara numbers are decent.

Along the lines of every other API/CDMO biz.

 

Their presentation & future guidance is very strong. Might have to actively start tracking them.

[KnackChap]

Applied for all 4. ??

[KnackChap]

Vodaidea down 19% today. Now trading at just 6 rs.

 

Adani bhau isko khareed ke rocket bana do pls 

[sumanth]

18 minutes ago, KnackChap said:

Applied for all 4. ??

Same, applied from mine and wife’s account.?

[sumanth]

5 minutes ago, KnackChap said:

Vodaidea down 19% today. Now trading at just 6 rs.

 

Adani bhau isko khareed ke rocket bana do pls 

I read in the morning government is considering moratorium for telecom. Thought of holding on to shares for some more time. Let’s see how this takes. 

[OnlyConsultant]

How many accs do you guys usually use to apply for ipos? @KnackChap @Bird Bird Bird @KunjanPSD @rushaboswal @SuperT @Root

Read somewhere here or on reddit that one applied using 8 PANs..
 

Edited August 4, 2021 by OnlyConsultant

[KnackChap]

2

 

One of the guys in our group applied with 8, got allotted 4. GLS

[KunjanPSD]

16 minutes ago, OnlyConsultant said:

How many accs do you guys usually use to apply for ipos? @KnackChap @Bird Bird Bird @KunjanPSD @rushaboswal @SuperT @Root

Read somewhere here or on reddit that one applied using 8 PANs..
 

1

Don't have the patience to do it with multiple accounts.

[KunjanPSD]

Good numbers by Borosil renewables.

As expected QoQ was low because of exceptional demand & price increase in last quarter but YoY good growth.

 

If i take an estimate of Rs 12 for yearly EPS, stock is trading around 25 PE. With new furnace and capacity expansion coming in July, incremental PE should be comparatively less.

[Bird Bird Bird]

1 hour ago, OnlyConsultant said:

How many accs do you guys usually use to apply for ipos? @KnackChap @Bird Bird Bird @KunjanPSD @rushaboswal @SuperT @Root

Read somewhere here or on reddit that one applied using 8 PANs..
 

 

Just 1. Can't juggle different accounts, plus taxation headache.  

 

39 minutes ago, KunjanPSD said:

Good numbers by Borosil renewables.

As expected QoQ was low because of exceptional demand & price increase in last quarter but YoY good growth.

 

If i take an estimate of Rs 12 for yearly EPS, stock is trading around 25 PE. With new furnace and capacity expansion coming in July, incremental PE should be comparatively less.

 

Kal to girega. Will wait and add at 275-ish levels. 

[rushab oswal]

6 hours ago, KunjanPSD said:

Listing gains ke liye hi toh karna hai?

Or do you intend to hold?

Listing gains but always make sure its not a bad company otherwise few bad days in the market and it will be listed for a disc.

4 hours ago, OnlyConsultant said:

How many accs do you guys usually use to apply for ipos? @KnackChap @Bird Bird Bird @KunjanPSD @rushaboswal @SuperT @Root

Read somewhere here or on reddit that one applied using 8 PANs..
 

Total 4. all family. Never got more than one but money is anyways sitting idle , Esp on mom's and brother acc.

[KunjanPSD]

4 hours ago, Bird Bird Bird said:

Kal to girega. Will wait and add at 275-ish levels. 

Can't take anything with guarantee in this market, it might just take off. Just need to keep looking at the facts.

 

Exports increasing 33% YoY with EBITDA margins still at 50.1%.

All the naysayers are forgetting that Europe & Turkey are exporting more & more solar glass each quarter and have anti-dumping duty on Chinese solar glass & modules.

It looks to be quite an early game for BR, good opportunity to stock up even at 300.

[rushab oswal]

20 minutes ago, Mr. Comingle said:

Which one has more chances statistically for getting IPO allotment?

Applying for 4 IPOs or applying for 1 IPO with 4 different accounts? 

I think the latter but my brain is not working to figure out why. 

Nobody can say this for sure XD

[KunjanPSD]

56 minutes ago, Mr. Comingle said:

Which one has more chances statistically for getting IPO allotment?

Applying for 4 IPOs or applying for 1 IPO with 4 different accounts? 

I think the latter but my brain is not working to figure out why. 

The latter but more importantly in both cases it will be insignificant.

[rushab oswal]

 

[sumanth]

Anyone got Rolex rings? Both me and my wife didn’t get as usual ?.