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KnackChap

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Godrej CP posted just awesome results. And the stock fell like crazy. 

 

HG infra and Bosch posted similarly epic results, and they shot up like crazy. 

 

In this pandemic, there are higher chances of consumer business growing than infra or the likes of Bosch, but f**king stock market. 

Edited by Bird Bird Bird
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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 ? :lol:

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.

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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. 

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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.

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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.

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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. 

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