Filed under panch-tattva talk

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

PanchtattvaQIII

most of investment in PanchtattvaQIII was made between 10/02/2020 (Nifty 12220) and 20/02/2020 (Nifty 12080) so now the fall in terms of Nifty level on 28/02/2020 would be between 7.50 and 7.60. Invested amount in PanchttvaQIII as on 28/02/2020 stands at 36.26 lacs while the value stands at 33.12 lacs and booked profit is 0.24 … Continue reading

PanchtattvaQII

This portfolio was created on 10/10/2019 intending to invest up to Rs 50K in each scrip that we saw promising after its QII results and carried on the exercise investing in all such qualified companies till around 20/11/2019. Since then this portfolio is being nurtured in line with our policy without resorting to any excessive … Continue reading

PanchtattvaQII Portfolio: Details of Holdings

Adaniports 125 @368/- Axisbank 70 @725/- Bajajauto 75 @3080/- Bajfinance 5 @4274/- BPCL 100 @513.20 Britannia @3160/- Infratel 200 @258/- Cipla 100 @480.85 EICHERMOT 2 @20500/- Gail 200 @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 … Continue reading

PanchtattvaQIII Portfolio:Details of Holdings

Adaniports 250 @368/- Axisbank 140 @725/- Bajajauto 30 @3082.50 BPCL 200 @461/- Britannia 30 @3160/- Cipla 200 @436/- Coalindia 560 @181/- EICHERMOT 5 @20500/- Gail 400 @123.45 Grasim 140 @760/- HDFCbank 60 @1255/- Heromotoco 40 2480/- HDFC 40 @2262/- Hindalco 500 194.70 ICICIBank 180 @541/- Indusundbk 75 @1330/- Infratel 400 @246/- Infy 150 760/- ITC … Continue reading

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

Avadhsug : Market Cap/Assets 677/1940 CMP 263.00, 52W H/L 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 6.00, 52W H/L 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 169.40, 52W H/L 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 191/70 52W … 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