Please check the import data for zen. Also , please read the concall transcript for zen where the ceo says that if Taiwan get blockaded by China , we cannot deliver any anti drone products. Indian govt allows you to import and assemble. Zen does not make drones! It’s making anti drones which is RF based tech to block the spectrum.

This too much trading activity in the recent past makes me very nervous about Banka.

Source – screener.in

Personal opinion.

Welcome to the community

One can have opinion on individual stock names, but before someone can give an opinion on your portfolio I think you should be able explain by defining and identifying certain things like the underlying factors that led you to build this portfolio.

For example, ask yourself;

1. Are you a conservative, moderate, or aggressive investor?
2. What’s your risk appetite?
3. Degree of volatility which won’t let you loose your sleep
4. Capacity to suffer, e.g., for someone betting on deep value or businesses in temporary headwinds may not make any money in the short – medium term
5. Doing SIP in these stocks over a period
   etc.

Such questions help you build reasonable expectations from your investments and since everyone has a unique style, recognising which investment style is suited to your temperament is very important. The earlier you do this, the better.

These questions may also help one understand your reasoning behind holding some highly valued stocks, and stocks that are facing headwinds, some that haven’t done well in last 1-2 years.

Read…read…read… learn about different investing styles and test them with small % of PF and keep evolving as an investor. Its Journey that every investor has to go through. Also I’d encourage you to learn basic technicals like Moving average, horizontal support & resistance lines, price & volume action, stage analysis to help with your investing in cutting losses, protecting from a falling knife etc.

Good Luck in your journey !!!

Despite achieving decent results, the stock experienced a correction of nearly 20%. What could be the reason for this downtrend? I’ve heard there have been some changes in management, and the promoter has been consistently selling.