Filed under Uncategorized

TechM @664.55 on 27/07/20…Retain/Buy

This may be retained else bought now for medium term ie sell when in profit in range of 5-7% profit even before next advice…ref 978/16.74 (567/682/168/1200/1100/1100/1100/1010/11131/QIFY21). Prev Advice: TechM @546/- on 30/04/2020 You may retain this however add it or buy it at under 525/- and for only medium term…ref 932/18.05 (795/660/845/1150/1100/10000/1000/836/3m0320/cld/9859). P.S. We will … Continue reading

Reliance

Friends, Above gives you idea about how our recommendations have worked in case of Reliance during last 3 years. You may check the recommendations going back on this site itself after putting Reliance in search column. Krishna Khandelwal

Sugar Sector

Khushkhabari, Sugar minimum selling price to increase 2/- to 33/- from 31/-. Notification has to come. This must increase open market price substantially translating in to profit for sugar companies.

PanchtattvaQIV

Present holding is as follows: Bajajauto 20 @2634.00 Bajfinanace 50 @1970.00 HCLTech 100 @520.85 HDFCBank 50 @951.00 HDFC 35 @1516.00 ICICIBank 200 @341.00 Indusindbk 200 @445.00 INFY 75 @627.00 Kotakbank 90 @1179.00 LT 100 @964.50 Powergrid 800 @170.98 SIN 500 @197.00 TCS 50 @1800.00 TechM 100 @504.70 TITAN 100 @1037.00 Ultracemco 15 @3550.00 Total amount … Continue reading

PanchtattvaQIII

Present holding is as follows: Asianpaints 60 @1750/- Bajajhind 20 @2602.35 Bajfinanace 50 @3041.58 HCLTech 100 @460.00 HDFCBank 40 @1051.00 HDFC 45 @1844.47 ICICIBank 300 @460.18 Indusindbk 175 @807.00 INFY 190 @697.56 ITC 600 @229.27 Kotakbank 80 @465.37 LT 100 @1220.38 NTPC 1000 @108.51 ONGC 1300 @91.50 Powergrid 800 @170.98 SBIN 550 @275.05 TCS 45 … Continue reading

Shadow of QI FY21

Friends, In a few days shadow of QI FY21 will be falling which is the quarter that is mostly washed out for most companies leaving Sugar, telecom, pharma and FMCG. We are therefore seeing these sectors performing better in the bourses. In my opinion pharma has reached the possible peak for now hence may be … Continue reading

Reliance

Let’s discuss Reliance as it’s now valued at over 11 lac crs. It was able to successfully raise equity through rights and has also been able to sell stake in RJio, it’s subsidiary which has been valued at 4.5 lac crs. It’s consolidated EPS for FY20 was 63.49. Now let us assume that it is … Continue reading

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

PanchtattvaQII

Present Holding: Bajajauto 10 @2968.50 Bajfinance 25 @3029.18 HCLTech 50 @520.82 Hdfcbank 30 1254/- Heromotoco 20 2743/- HDFC 22 @1900.90 ICICIBank 140 @496.57 Indusindbk 50 @1330/- Infy 70 @760/- ITC 360 @236.47 Kotakbank 45 @1463/- LT 50 @1291.05 Maruti 5 4905/- NTPC 200 @117.35 ONGC 375 @133.70 SBIN 75 @281.55 TCS 20 @2120/- Titan 45 … Continue reading