Filed under panch-tattva talk

It’s Dangerous

Nifty is hovering above 10000 level and there is an impression being made that there is a lot more room to grow. No doubt that there is a lot more room to grow but only in medium to long term. The QI FY21 will be a wash out for manufacturing companies, for automobile sector, for … Continue reading

Sugar Stocks

Friends, It looks to me that sugar scrips will be up by almost 2.5 times over the next 12-18 months because of certain phenomenon that I am observing right now. This may sound absurd to some but believe me there is certain basis for saying so. Things may take any kind of turn any time … Continue reading

Nifty Prospects

Friends, Lockdown lift off us now in sight and may happen in a few days or a few weeks, The QI performance for most companies will be poor only but whenever a normal kind of performance is achieved by companies in general in a quarter after current quarter then the respective share prices would soon … Continue reading

Indian Markets : Likely Scenario

Let’s first look in to what put Indian banking system in the troubled state which has bought many a financial companies under pressure. It began with reckless lending by banks in times of UPA-I and UPA-2 when Manmohan Singh wanted to reduce the negative effect on Indian corporates after the 2008 meltdown. The second, was … Continue reading

Now is the time to act

Only this morning we told you to consider the following for purchase should they be available lower than yesterday’s price; now look at the prices just now after circuit-breaker has been applied for Nifty falling by 10%: Adaniports LTP now 246.35 (-14.36%) BPCL LTP now 286.80 (-16.70) Coalindia LTP now 133.25 (-13.78) Gail LTP 67.70 … Continue reading

Make Most of the Meltdown

The indices have been in a very turbulent state. What u must buy today (if today’s price is lower then yesterday’s closing) if listed below: Adaniports LTP 289/- BPCL LTP 375/- Coalindia LTP 156/- Gail LTP 80/- Grasim LTP 564/- Heromotoco LTP 1922/- Hindalco LTP 121/- Infy LTP 631/- IOC LTP 88/- ITC LTP 156/- … Continue reading

PanchtattvaQII Portfolio: Details of Holdings

We hold the following stocks in PanchtattvaQII portfolio as on 9th March ’20 : Adaniports 125 @368/- Axisbank 70 @725/- Bajajauto 15 @3080 Bajfinance 12 @4176.63 BPCL 100 @513.20 Britannia 15 @3160/- Infratel 200 @258/- Cipla 100 @480.85 EICHERMOT 4 @21094/43 Gail 400 @127.05 Grasim 65 @755.15 HCLTech 50 @553/- Hdfcbank 30 1254/- Heromotoco 20 … Continue reading

PanchtattvaQIII Portfolio Details

The following is the present holding in PanchtattvaQIII portfolio: Adaniports 250 @368/- Axisbank 140 @725/- Bajajauto 30 @3082.50 Bajinance 24 @4202.45 BPCL 200 @461/- Britannia 30 @3160/- Cipla 200 @436/- Coalindia 560 @181/- EICHERMOT 5 @20500/- Gail 800 @115.13 Grasim 140 @760/- HCLTech 100 @553.20 HDFCbank 60 @1255/- Heromotoco 40 2480/- HDFC 40 @2262/- Hindalco … Continue reading