please advise on my portfolio...

Even Srikalahasthi? There is big risk of siphoning in that to meet loss of sick company.

https://rakesh-jhunjhunwala.in/forum/threads/srikalahasthi-pipes-at-current-levels.1579/#post-10288

 

100% Agreed

 

Thank

you. I did not know this. I thought the reason for the fall was their 100 crore expansion plan and lack of clarity on if that would be funded by equity dilution or debt. But your thesis is disturbing and valid. Will reconsider. Thank you