panch-tattva…some guidance

Dear Investors/Traders, We cover NIFTY stocks (search by using NSE symbols) 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 opinion in a nutsehll under ‘stock-specific recommendations’. We call our system of study as ‘panch-tattva’. To understand … Continue reading

Some Statistics About Six Leading U.P. Based Sugar Companies

Avadhsug : Market Cap/Assets 677/1940 CMP/52W H/L 263.00/382.00/181.00 T/O 12M0318/12M0319/9M1219 2133/2339/1786 P/L 12M0318/12M0319/9M1219/88/119/28 Bajajhind : Market Cap 804/8787 CMP 52W H/L 6.00/ 10.2/ 5.10 T/O 12M0318/12M0319/9M0319 6902/5947/4803 P/L 12M0318/12M0319/9M1219 -499/-136/-155 Balramchin: Market Cap/Assets 4244/3756 CMP 52W H/L 169.40/195.00/109.00 T/O 12M0318/12M0319/9M1219 4328/4372/3001 P/L 12M0318/12M0319/9M1219 231/575/274 Dhampursug: Market Cap/Assets 1598/2912 CMP 52W H/L 191/70/253.00/134.00 T/O 12M0318/12M0319/9M1219 2983/3176/2432 … Continue reading

Sugar Prices and Sugar Stocks

International sugar prices are at 3 yr high now while Indian sugar scrips have lower values than their recent peaks. All U.P. based companies are sitting on pretty large inventory and would reap a huge bonanza in coming months. It is only a matter of time before the 52W highs are crossed by them all … Continue reading

Hindalco @193.25 on 12/02/2020

Retain this else buy for medium/long term…ref 1142/63.07 (2000/915/505/1150/1150/1150/1000/967/3m1219cld12201). Prev Advice: HINDALCO @188 on 15/11/2019 You may retain this else buy for medium/long term…ref 1098/63.27 (2000/915/330/1200/1150/1150/1050/1000/3m0919/cld/11895). Prev Advice: HINDALCO @176 on 09/08/2019 You may retain this else buy afresh, for medium/long term…1093/63.11 (2000/1075/355/1150/1100/1150/1000/916/3m/0619/cld). Prev Advice: HINDALCO @195 on 16/05/2019 You are already out of it … Continue reading

COALINDIA @179.35 on 11/02/2020

Retain, add more else buy for medium/long term…ref 1126/67.50 (840/1255/1690/1100/1100/1100/1000/927/3m1219/12107). Prev Advice: COALINDIA @201 on 15/11/2019 You may retain this and add more else buy now for medium/long term…ref 1096/59.7 (660/1015/1725/1050/1150/1150/1050/966/3m0919/cld/11895). Prev Advice: COALINDIA @204 on 13/08/2019 You must retain/add more/buy this for medium/long term…ref 1220/53.55 (910/1670/2055/1000/1100/1150/1000/875/3m0619/cld/1925). Prev Advice: COALINDIA @254 on 31/5/2019 Those who … Continue reading

PanchtattvaQII and PanchtattvaQIII

We intend to sell Asianpaint at the opening price tomorrow wit a view to booking profit as there does not seem much scope in this to rise further. We intend to sell half quantity held in Axisbank as it’s in sufficient profit and was bought with both views, long and medium term; this is in … Continue reading

GRASIM @758 on 10/02/2020

Retain else buy for medium/long term…ref 1064/15.88 (1540/1295/355/1150/1100/1100/1000/974/3m1219/cld/12032). Prev Advice: GRASIM @755 on 15/11/2019 You may retain this, add more else buy, for medium/long term…ref 1123/15.75 (1485/1405/545/1150/1150/1150/1050/1054/3m0919/cld/11895). Prev Advice: GRASIM @735 on 14/8/2019 You may buy this for long term…ref 1148/15.11(1560/1705/650/1150/1100/1150/1000/875/3m0619/cld/11129). Prev Advice: Grasim @919 on 02/07/2019 You might have bought it under 880/- as … Continue reading

GAIL @121.80 on 10/02/2020

You may retain this and add more else buy for medium/long term…1066/98.77 (1300/750/1130/1150/1100/1100/1000/1000/3m1219/cld/12031). Prev Advice: GAIL @127 o 08/10/2019 You may retain this else buy, for medium/long term…ref 952/93.76 (1275/440/640/1100/1150/1150/1050/819/3m0919/11908). Prev Advice: GAIL @124 on 09/08/2019 This went ex-bonus (1:1) in the interim, you may retain/add more/buy for medium/long term…ref 1006/89.58 (1320/775/810/1100/1100/1150/1000/794/3m0619/cld/11108). Prev Advice: GAIL … Continue reading

PanchtattvaQII : Details of Holdings as on 07/02/2020

Adaniports 125 @368/- Asianpaint 30 @1751/- Axisbank 70 @725/- Bajfinance 5 @4274/- BPCL 100 @513.20 Infratel 200 @258/- Cipla 100 @480.85 EICHERMOT 2 @20500/- Gail 400 @127.05 Grasim 65 @755.15 Hdfcbank 30 1254/- Heromotoco 20 2743/- HDFC 22 @2221/- ICICIBank 90 @541/- IOC 340 @146.10 Indusindbk 30 @1330/- Infy 70 @760/- ITC 240 @247/- KSWSteel … Continue reading

Our observation Post QIII Results (Nifty Stocks)

Adaniports @372.50 on 04/02/2020 Retain if you have else buy with confidence for medium/long term. Asianpaint @1782 on 22/01/2020 You may buy it under 1750/- fo medium/long term. AXISBANK @712 on 22/1/2020 You may buy it now, for medium/long term. Bajaj-auto @3145 on 30/01/2020 You may sell it beyond 3220/- if you have in stock … Continue reading