Posts in category All News
Ray Kurzweil Still Says He Will Merge With A.I. (04-07-2024)
Oil India- has its time come? (04-07-2024)
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.
BJP is a ‘parasite’, ‘ate up’ regional parties: Jairam Ramesh (04-07-2024)
Sebi extends deadline for annual submissions by stock brokers, depository participants till Oct 31 (04-07-2024)
Equitas Small Finance Bank: A Profitable lender to small businesses (04-07-2024)
Business update upto 30.06.2024
Disc:Invested
Advait Infratech: A detailed analysis (04-07-2024)
Good write up but not fully covered about the Green Hydrogen and electrolyser production.
Please summarise this segment also…
With thanks
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