panch-tattva…some guidance

Friends, We cover stocks under Nifty/Nifty-Next and form an opinion. The results, whenever announced, are analyzed and observations are made considering almost all aspects of the business and environment. You will find such an opinion in a nutshell under ‘stock-specific recommendations’. We call our system of study ‘panch-tattva’. To understand it please read the following: … Continue reading

Shriramfin

This is quoting ariund 3027/- and may be bought to the extent of available room. In our model portfolio #PTQ3FY21 we buy any item to the extent of Rs 1 lac approx.

Techm

This is quoting at about 1780/- now and may be entirly exited. We will have a review when results of Q3FY25 are available next month.

PTQ3FY21… Returns and activity

Friends, please note activity during the week. The return on annualized basis now stands at 24.30% (24.60% last weekend ). At this stage we are invested to the extent of 76.42/73.19 lacs (77.52/77.05 lacs) on cost and value basis while gross gain now stands at 41.97 lacs (42.36lacs). The indices closed over the week as … Continue reading

HDFCLIFE

This is now quiting below 635/- and may be bought in terms of previous advice. Prev Advice: HDFCLife @730 on 16/10/2024 This may sold and looked for buying at under 635/- till next advice… Ref 818/34.15 (660/100/180/1057/1150/1250/1100/1050/q2fy25 ).

PTQ3FY21… Returns and activity

Friends, please note activity during the week. The return on annualized basis now stands at 24.60% (23.80% last weekend ). At this stage we are invested to the extent of 77.52/77.05 lacs (81.65/77.14 lacs) on cost and value basis while gross gain now stands at 42.36 lacs (40.23 lacs). The indices closed over the week … Continue reading

Bajaj-auto

Ealier on 22/10/2024 we had asked to entirely move out of Bajaj-auto andit is now quoting and you may make re-entry. In the coming result season we will have a fresh look at it when quarterly resukt comes.

Icicipruli

This is now quoting below 665/- and may be bought in terms of previous advice. Prev Advice : Icicipruli @745.50 on 23/0/2024 Sell off or stay away and look for buying at under 665/- till next advice… Ref 842/33.02 (930/60/100/1047/1159/1300/1100/1050/q2fy25 ).