The Stock Market thread

[KunjanPSD]

5 minutes ago, Bird Bird Bird said:

 

Thanks. Will look out on Thursday. This is obviously a long term bet. 

In a couple of months I will concentrate my PF down to 25 stocks at best.

From now on my new bets will be in biology and biotech space, only averaging up/down in my current holdings otherwise.

 

Currently starting research on:

Bio Bitumen

Bioleaching/Biomining

Biology assisted Petro chem

[Bird Bird Bird]

Great results for Crisil today !

 

Opinions ? @KunjanPSD

[rushab oswal]

11 hours ago, KnackChap said:

Steelcity from 55 to 95

 

Brooooooooooo i missed this at 48 something . IKSmallcaps posted it . I kept in watchlist and it remained there man

[rushab oswal]

6 hours ago, Bird Bird Bird said:

Shopping day today. 

 

Added Hcltech, Shyam metals (results coming today), Jublingrea (amazing results) and Laurus. 

 

Sona went to 16%, and settled at 12% after profit booking. So epic. 

 

Asian paints - WOW ! 

 

6 hours ago, KunjanPSD said:

Quite a roller coaster day. PF settled at -1.3%, not bad.

 

Added Borosil Renewables, GNFC, Strides, Laurus.

Missed Jubilant Ingrevia, will add more if it makes a pullback.

 

Need to start making PF more concentrated.

Added Jublingrevia at 588. also isnt GNFC government own or something ?

6 hours ago, Bird Bird Bird said:

Bajaj Finance couldn't beat market expectations. And NPA rose. Expecting a gap down on Thursday, at least on BNF. 

Also,

 

Time to sell off. 

Thats why asked why so late in happiest mind  i have kept profits in it . buy price is 830

5 hours ago, KunjanPSD said:

In a couple of months I will concentrate my PF down to 25 stocks at best.

From now on my new bets will be in biology and biotech space, only averaging up/down in my current holdings otherwise.

 

Currently starting research on:

Bio Bitumen

Bioleaching/Biomining

Biology assisted Petro chem

Same have 28 but some are short term so mine is around 22 Long term one. 

[KnackChap]

2 minutes ago, rushaboswal said:

Brooooooooooo i missed this at 48 something . IKSmallcaps posted it . I kept in watchlist and it remained there man

 

Dont miss kkalpana ?

[rushab oswal]

Just now, KnackChap said:

 

Dont miss kkalpana ?

Add kiya he thoda. Down 6% today . Aise nasib he apne lmao XD

[KnackChap]

6 minutes ago, rushaboswal said:

Add kiya he thoda. Down 6% today . Aise nasib he apne lmao XD

 

Lol. Aaj sab gira hai bhai. 

[KnackChap]

11 minutes ago, rushaboswal said:

 

 

Thats why asked why so late in happiest mind  i have kept profits in it . buy price is 830

Same have 28 but some are short term so mine is around 22 Long term one. 

 

 

BC I bought happiest at 760 in may or june and sold it at 890 3-4 days later. Kitna bada chomu hu main. 

 

 

[KunjanPSD]

1 hour ago, Bird Bird Bird said:

Great results for Crisil today !

 

Opinions ? @KunjanPSD

I haven't been tracking Crisil. Will have a look at the numbers and get back to you but I don't know anything about the business.

[KunjanPSD]

1 hour ago, rushaboswal said:

GNFC government own or something ?

It is.

It's a chemical company which is doing well enough and still going for under its book value, especially during the current chemical boom.

It's time will come. Atleast I hope so.

[rushab oswal]

1 hour ago, KnackChap said:

 

 

BC I bought happiest at 760 in may or june and sold it at 890 3-4 days later. Kitna bada chomu hu main. 

 

 

Its highly overvalued TBH. But bull market me hath dholo. 

9 minutes ago, KunjanPSD said:

It is.

It's a chemical company which is doing well enough and still going for under its book value, especially during the current chemical boom.

It's time will come. Atleast I hope so.

I dunno why but i dont want to come anywhere near a government owned company. PSU's are like poison for me . 

[Bird Bird Bird]

1 hour ago, rushaboswal said:

Brooooooooooo i missed this at 48 something . IKSmallcaps posted it . I kept in watchlist and it remained there man

 

How is the IKS guy ? He's pushing Uday Jewellery like there's no tomorrow. 

[KnackChap]

He just posted about uday today I think. Whenever he gives a new call he posts 15-20 posts about the business, financials etc etc

[rushab oswal]

28 minutes ago, Bird Bird Bird said:

 

How is the IKS guy ? He's pushing Uday Jewellery like there's no tomorrow. 

Found him resonable. Doesnt give stupid targets. Always tell the rationale behind it. did not enter any of his calls until now. around 90% success rate. But again this is bull market. Sab chal raha he . So i would study what he pointed than invest. But one thing about him is the pointers he points out are accurate and worth noting.

[KunjanPSD]

1 hour ago, rushaboswal said:

I dunno why but i dont want to come anywhere near a government owned company. PSU's are like poison for me . 

Completely valid.

GNFC used to be down in the ditches but management's execution has been quite well recently. Sensible diversification plus their capacity of TDI is working out and they have ongoing capex plans.

I don't see retail buying into it much but FII/DII might come in eventually.

It's not a full conviction bet for me hence the small investment, will build up as and when they perform. But I see the potential.

[Bird Bird Bird]

Is anybody interested in doing a DD on EV sector with me ? Looking at the complete range - auto ancillary, OEMS, front facing companies etc - which can have a positive outlook in the next 5 years. 

 

I think EV sector is at a pivot point, and can multiply investments in near future. 

 

I have done DD on Sonacom, and bullish on it. Many securities have put a target of around 460-480, but I will easily hold till they keep on delivering YoY. Fundamentals are solid, and they have >60 projects in hand. 

 

Looking at other peeps to help out if they can since this sector is ripe for explosion. 

 

@KunjanPSD: If you feel alright, do you mind sharing your DD in the sectors you are investing in ? Will be super helpful. 

 

Another sectors I am looking at - SFBs, QSRs.  

[KunjanPSD]

21 minutes ago, Bird Bird Bird said:

Is anybody interested in doing a DD on EV sector with me ? Looking at the complete range - auto ancillary, OEMS, front facing companies etc - which can have a positive outlook in the next 5 years. 

 

I think EV sector is at a pivot point, and can multiply investments in near future. 

 

I have done DD on Sonacom, and bullish on it. Many securities have put a target of around 460-480, but I will easily hold till they keep on delivering YoY. Fundamentals are solid, and they have >60 projects in hand. 

 

Looking at other peeps to help out if they can since this sector is ripe for explosion. 

 

@KunjanPSD: If you feel alright, do you mind sharing your DD in the sectors you are investing in ? Will be super helpful. 

 

Another sectors I am looking at - SFBs, QSRs.  

What's a DD? 

[psinide]

9 minutes ago, KunjanPSD said:

What's a DD? 

Deep Dive maybe?

[Bird Bird Bird]

13 minutes ago, KunjanPSD said:

What's a DD? 

 

Due diligence. Deep analysis. 

[Bird Bird Bird]

IDBI has come with a comprehensive overview on Sonacom, and also talks about the EV market.

 

Link is only valid for a week. Paid report, so I don't know the legality of sharing. 

 

Edit: Says can't share. Removed link. 

Edited July 21, 2021 by Bird Bird Bird