Good write up but not fully covered about the Green Hydrogen and electrolyser production.
Please summarise this segment also…
With thanks
Posts in category Value Pickr
Advait Infratech: A detailed analysis (04-07-2024)
Indian Defense Sector (04-07-2024)
Thank you Dear! well taken,!
My take is Protecting profits is important… in fact I have been doing that to some extent … I keep resizing my both defence and railway stocks as the corpus grow and shifting to some pvt stocks or even other PSU stocks where where i find deep value.
As of today my portfolio is almost equally divided between pvt and PSU. But my basic theme remains the same as of today.
Overweight on Capex driven , infra , renewable , Railway , defence…
Underweight on Pharma , IT, FMCG, banking
And I have MF investments through SIP which is on going which I never stop whether bull or bear 
Indian Defense Sector (04-07-2024)
Thanks for your reply. I am not in a position to give any advice, but here is what I will do…
I will keep stop loss pricewise at 15% , 20% , 25% and sell one third quantities at these levels. This will enable me to protect my profits.
Since your capital is not at stake here, still as Mark Minervini says, consider your profit as your capital only and protect it as you would protect your own capital. You are rewarded for your braveness and going aganist popular opinions when you invested in PSU in 2022. So those rewards truly belongs to you and your courage. Dont consider them as some misplaced and lottery gains. You totally deserve it. So protect it.
IDFC First Bank Limited (04-07-2024)
You are right. Total 3200 crores includes 1500 crores from LIC
https://www.bseindia.com/xml-data/corpfiling/AttachLive/aeea9bb4-4c43-43fa-9860-ddff72618a7c.pdf
Indian Defense Sector (04-07-2024)
@Mudit.Kushalvardhan
Would appreciate if any advice from you
Indian Defense Sector (04-07-2024)
your first point …Let’s talk simple … apple to apple comparison. current capex as stated in my post is 3.6%.of GDP… What was that figure in 2000?
Your point 2…i do read /watch all brokerage reports. I respect all. try to learn …But finally i take my own decision based upon my own research and conviction.
Most brokerages never give the right advice. i have lost money in the past…
Two years back, brokerages were always against PSU , defence , railway…stocks when I invested aggressively.
For example , if a Pvt defence stock trades at 90 P/E TTM , people are ready to buy.
But a defence PSU stock trading at 30 p/e 12 TTM people say it is expensive. Further PSU stock gives a good dividend , pvt gives nothing. And the Pvt defence company gets order from PSU for sustaining its financial performance.This irrational behaviour of the market led me to invest in PSU stocks where i found deep value.
I understand the logic of non- performance of PSU stocks for decades. But things are changing with Modi regime given the state of economy, GDP, inflation, exports ,Fiscal prudence, etc
Today , the entire market is chasing these stocks. Those who did not ride these stocks , they would still say it is bad. 
because they have missed the bus.
So if I notice the Govt is taking a u turn in its decisions and if PSU don’t perform consistently , i will also take a u turn on my investment. I am not married. I have nothing to lose in PSU stocks as of today.
So the lesson is listen to all, do your own research and take your own decision on investments and that would pay you
IDFC First Bank Limited (04-07-2024)
Is it separate? I don’t think so. Rs 1500 crore is part of the Rs 3200 crore. 18.6 crore shares were issued to LIC at Rs 80.63, totaling Rs 1500 crore.
Force Motors – racing ahead! (04-07-2024)
The decline in sales continues
(disc: Booked profit, reinvested smaller qty)
INOX Wind (04-07-2024)
The merger ratio will be adjusted by taking into account, the bonus shares. Please see the attached communication. The revised ratio is 632 shares of Inox Wind for 10 shares of Inox Wind energy limited.
Inox wind bonus announcement.pdf (821.5 KB)