Posts in category All News
Wipro Ltd soars 0.67%, up for fifth straight session (03-07-2024)
Coforge Ltd soars 0.47%, gains for fifth straight session (03-07-2024)
Portfolio Churning (03-07-2024)
Hi, same situation happened with me. I sold 50% AMARAJA BATTERY stocks when I get 100% of return and even I was thinking same for JKPAPER but after researching through chart, I thought that let me hold for little until it reaches the resistance level and now I’m in 60% of profit(Before that only 20% return). So at the end of the day it is matter personal perspective. But after selling don’t regret it (but happens many time).
Shares of LTIMindtree rise as Nifty gains (03-07-2024)
PLEXCONCIL urges govt to hike BCD on value-added plastic imports (03-07-2024)
Sansera Engineering (03-07-2024)
Thats exactly the question, Sansera doesnt have any expertise in manufacturing of radar, and may be lack of knowledge, I am assuming that the base materials would be more semiconductors than pure Steel or Al metals (where Sansera has forging and machining skills); so what is the value add that Sansera brings to the acquisition apart from existing relations is not clear.
As MMRFIC starts manufacturing these products, would Sansera get into manufacturing of these products (if yes then a big +ve), or would the company end up O/S it to some one else (then the benefits of manufacturing and value addition would not accure to Sansera)
@Ashutosh_Sancheti can you provide inputs on what goes into manufacturing of these Radars, are these metal based or more semi-conductor based, and do you see Sansera having existing capabilities to manufacture these products
PM Modi did not speak a word on Manipur, deliberately ‘turning back’ on state: Congress (03-07-2024)
UP Govt Is Solely Responsible..: Akhilesh Yadav Over Hathras Stampede Horror | Top News (03-07-2024)
Portfolio Churning (03-07-2024)
HI Visha, I have started my journey just 5 years back and am just at my baby steps on this journey. The reason i am thinking about portfolio churning first as I could not decide which is the best to go about. If I should churn the portfolio every now and then or keep the stocks forever, so I have come up with this middle path. I decide my investing based on the sectors first. I am not interested in cyclical sectors. If I like a sector and feel it could have a secular growth, I will then deep down into individual stocks. Currently I am invested in Shalby, UTI AMC, Nuvama, Ujjivan Small finance bank, Benaras Hotel, Basilic fly Studio. Will keep on adding new companies from the cash flow generated from my job.