Is anybody tracking (1) Tata Cap, (2) AFCONS
I checked up with Altius. They don’t have AFCONS.
Is anybody tracking (1) Tata Cap, (2) AFCONS
I checked up with Altius. They don’t have AFCONS.
In standard applications like pumps etc, spares can also be supplied by other persons; still for a manufacturer spare price realised is better than OEM price.
In project work, where seals are customised as per the plan and requirement, it is almost necessary to buy from the OEM manufacturer as other manufacturers cost will be higher.
The ‘La Frasnee’ Hydropower plant project in France – in the Jura Mountains near the French-Swiss border – used Electrosteel DI Pipes that were transported via helicopter.
As per latest Credit Rating report, orderbook of Rs. 700 crores as on June’24 to be executed by March’25 with above 14% margins. Capacity expanded to 10000 MVA from 7000 MVA.
Company did 504 crores in FY24 against projection of 437 crores in last credit rating report
@LarryWink If you are calling yourself a rookie, not sure what I should call myself. But still, as you have asked me, I will share some of my thoughts on this.
A wise man in the market once said, “there are only two people who catch the market highs and lows. One is God and the other is a liar”. Therefore, we just follow the market.
There is a Gujarati saying in the market, “Bhav Bhagwan Che”. This translates as ‘Price is God’ which means you should go with the flow and not question why the market is giving a certain price to a stock. It signifies that the price of a share is a correct reflection or representation of the company. If we are humble then we have to accept that the market is much wiser and not question the valuation or the prices.
Whatever I have said is applicable to all segments of the market, not just the small or microcap space. When there is a rally in market, it will start from the large caps and move down. But the largest amount of money is to be made in the small cap / microcap space. When the market falls, smallcaps are going to be hit first and the most. So, what is it that we can do to protect ourselves? Watch the market movements, stay nimble and follow the system.
Have a look at the current composition of the pf. All the themes that are the flavours of the season are present. PSUs, Defence, Railways, EV/Power etc.
The stocks have been changing in our pf over the last one or two years. We have moved with the themes.
There is this stock, JAIBALAJI, that has been in our ranking at the top ever since it was added to the index. It is clear that the this scrip gained most, before it entered the index. After getting into our pf, I don’t think it has moved much. However, our system has said that it should be part of our pf and therefore, it is. We don’t look at stock wise, we look at the pf on the whole. If we believe our system is robust, we should be manage the market movements easily.
To summarise, we don’t know if this end or the continuation or the beginning of a bull run. We do not know which stocks will gain and which will lose. We do not know what themes will be favoured by the market in future.
Therefore, we just follow our system. Be agile and move in and out as indicated by the system.
I do not know if I have answered your question or concerns fully, but this is my belief. I will remain invested as long as my system tells me.
My biggest concern on this entity is country risk, It has a level 3 travel advisory by US. Its really difficult to ascertain how they are doing the business there just by looking at the numbers. Revenue from unknown risk is 60%!!
what a great value unlock story this has been… been holding since Rs 440 for entire company…
now the RE + engg alone quoting at 2k… insane…
Price discovery - Raymond Ltd (ex Lifestyle) is trading at Rs. 2000 today
Hi All , Any one having the idea for Q1 2025 , Business update.
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