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KnackChap

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5 minutes ago, Bird Bird Bird said:

 

Mine down by 0.6%

Just looking for opportunity in BR, Ingrevia & Hikal. Need to move capital there.

The latter two benefited from the Twitter Euphoria.

Everyone literally flocked to them.

 

I am hoping for BR 275-280, Ingrevia 600 & Hikal 550.

Rest only adding in Neuland, Sequent, Syngene, Laurus, Mastek & Natco.

 

Not interested in any other stock.

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1 hour ago, KunjanPSD said:

Just looking for opportunity in BR, Ingrevia & Hikal. Need to move capital there.

The latter two benefited from the Twitter Euphoria.

Everyone literally flocked to them.

 

I am hoping for BR 275-280, Ingrevia 600 & Hikal 550.

Rest only adding in Neuland, Sequent, Syngene, Laurus, Mastek & Natco.

 

Not interested in any other stock.

 

There's already decent support at 570 for Hikal. Let's see how it tests. Personally, not interested in it. Crazy bull run nevertheless in 4 months. Insane. 

 

Which one's BR ?

 

Edit: Endurance industries had bad QoQ, but great YoY. Need to see how market reacts. Biggest player in auto ancillary parts atm. 

Edited by Bird Bird Bird
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7 minutes ago, Bird Bird Bird said:

 

There's already decent support at 570 for Hikal. Let's see how it tests. Personally, not interested in it. Crazy bull run nevertheless in 4 months. Insane. 

 

Which one's BR ?

 

Edit: Endurance industries had bad QoQ, but great YoY. Need to see how market reacts. Biggest player in auto ancillary parts atm. 

Borosil Renewables.

 

Hikal's run has been uncomfortable, i wanted to add at 520 but it just shot up. I am expecting muted numbers in Q2 because of flood damage.

 

Same goes for Praj. Muted QoQ but great YoY.

Market is gonna punish. 

People just don't track results, for them it doesn't matter if there was exceptional demand in one quarter or sale of some facility.

They just want numbers to be higher than before.

 

Today's fall actually made my conviction stronger, if the market can recover from death and I can hold through it then there is no reason to sell a stock.

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Indoco posted great results.

 

But just went through their concall, what an absolute treat!

Aditya Khemka (authority when it comes to pharma) kept asking questions and the management kept answering.

 

I think it's time to scale 1% PF allocation to somewhere around 5%.

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