No this news is very old news discounted on same day.
thanks to digital media everyone has access.
As I had posted earlier, it is trying to catch up with its peers in valuation.
pl go through this link
No this news is very old news discounted on same day.
thanks to digital media everyone has access.
As I had posted earlier, it is trying to catch up with its peers in valuation.
pl go through this link
Will this unlock newer opportunities? Is this the reason for today’s rise? any views?
Quoting from the article
As a Navratna company, Mazagon Dock can undertake investments worth up to ₹1,000 crore, without needing approval from the central government. These companies also have the liberty to invest up to 30% of their net worth within a year, as long as it remains within ₹1,000 crore.
A Navratna company is also allowed to form Joint Ventures, alliances and establish subsidiaries abroad.
So I know now. Om Bro…can laugh too !(all ive seen him doing is detailed responses so far)
I,d subscribe to this.This is nice stand to take on stock…i wish i wasnt married too ! ( I meant the affinities to stock names:rofl:)
I fully agree here too.
Thanks for clarifying! Good to know that this news is not about further dilution.
I don’t buy their logic.
I will wait till that happens. After all , the transition does not take place overnight. They still have earning from traditional business.
So the stock.is not going to crash.
What is the p/e currently these are trading vs nifty and any comparison with pvt stocks available for guidance ?
How much further can it go down if there is a margin squeeze?
No company will like to see the drop in margin !
if that happens , they would try to correct it either by raising price or taking similar step…
margin drop happens in every business and then they recover both pvt and PSU .
if the margin squeeze happens consistently for quarters , then we will have to take u turn in our decision.
PS : As I have said earlier if you have made enough return , you can always book profit if you are not interested in bonus share dividend etc
But I am keen. I find enough safety with PSI pack … 9-10% dividend yield will keep me going
Here they have clubbed all oil&gas PSUs.>'Curious case': Sell IOC, BPCL, HPCL, GAIL, Oil India, Petronet LNG shares, says Kotak. Here's why - BusinessToday
Basically they are giving an exit call for all oil -gas PSU(ioc-bpcl-hpcl-gail-oilindia-petronet).
They are stating whats been discussed here for ex. all of them moving to renewable,Petrochem,Gas and Capex under full swing.
The finding as per this analysis is - all of their diversifications are low margin hence they will have lower earnings going into FY26 etc.
What now fellas?..The stocks will die ?
D - Holding oil india.
Business update upto 30.06.2024
Disc:Invested
Good write up but not fully covered about the Green Hydrogen and electrolyser production.
Please summarise this segment also…
With thanks
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
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