Adani Group’s gross assets surged by ₹75,277 crore in the first half of this fiscal year, fueled by increased capital spending. This growth, however, led to a rise in gross debt and a dip in liquidity.
Posts in category All News
DirecTV Calls Off Plans to Acquire Dish Network (22-11-2024)
The deal, which would have created one of the largest pay-TV providers in the United States, fell apart after strong objections from Dish’s lenders.
KPI Green- Turning Sunshine Into Cashflows (22-11-2024)
Well I would not keep KPI as a utility compant only as it has an EPC part and a IPP which is kind of utility. Now this green premium is here to stay at least for the next few years. The EPC business should boost the intrinsic valuation at least. Now the P/E has come down to 41x and there is a lot of growth lined up. Companies that have such an order book should have great PEG ratios. But even if P/E has to correct, the growth that I believe should continue can help. In other words, even if PAT goes 10x in 7 years and valuations fall to 20P/E, it would still be a 5x from current levels.
Green energy stocks fail to benefit from selloff in Adani Green Energy (22-11-2024)
The stocks command a market capitalisation between Rs 5 560 crore and Rs 89,058 crore
SC protects six Congress MLAs from disqualification (22-11-2024)
The Supreme Court provided temporary relief to six Himachal Pradesh Congress MLAs, halting a High Court order that could have led to their disqualification. The High Court had previously overturned a law allowing the appointment of MLAs as parliamentary secretaries, putting the MLAs’ positions at risk. The Supreme Court’s intervention provides a reprieve while it considers the state government’s appeal.
Midcap Momentum Portfolio (22-11-2024)
This gave me confidence to start.
I have been contemplating to start something or exactly this after having read so many papers and blogs by jegadeesh titman and capitalmind and what not.
I wonder how i missed this or the smallcap (which has gone above 700 now, thats why chose to comment here)
Sir, you are outstanding. And I couldn’t have come across with this thread at any better time.
I am done with my python code too.
Have considered few things- how many up days in last 6 months as percent of total, returns of 1-3-6 months. Should i add 12 months too?, and 20% from the 52W high.
20 stock portfolio. Is the stock above 50 ema (must be right?!)
Universe selected 750 (should i do with 500 only?)
Monthly rebalance on last friday of the month.
Exit criteria- exit if it goes below 25 rank.
Buy if 50 ema is above 200 ema.
Rank all and then see which has piotroski score 4 and above.
Anything you want to add or think I should change?
About me-
Started as investor for first 4-5 years. Then tried trading-swing positional only for 2-3 years. Subscribed to 2 momentum smallcases- paid.
Been reading Jegadeesh and Titman paper for 2-3 years now -first came across in October 2021. First python code created in 2022 May. And never got ahead with it. And now when code is done with above logic came across these two wonderful confidence booster thread.
Thanks a ton bro. Thanks a lot.
‘Damaging’ Andhra Brand: Chandrababu Naidu promises action over Adani Group’s US bribery case (22-11-2024)
Former Andhra Pradesh Chief Minister Chandrababu Naidu pledged to act on bribery allegations against the previous administration and the Adani Group. The US SEC alleges kickbacks were offered to secure a solar power deal. Naidu acknowledged the damage to the state’s reputation and vowed to prevent future occurrences.
Bengal CM Mamata Banerjee should resign, demands BJP’s Suvendu Adhikari (22-11-2024)
West Bengal LoP Suvendu Adhikari demanded CM Mamata Banerjee’s resignation. Adhikari cited corruption in the police force under Banerjee’s leadership. Banerjee had announced a reshuffle of the Criminal Investigation Department (CID). She expressed concern over corruption within the police force. Adhikari alleged involvement of the ruling Trinamool Congress in corrupt practices. BJP legislators submitted a notice for the Speaker’s removal.
Kopran Ltd. – Has its time finally come?! (22-11-2024)
Brief analysis of some of the new commercial products
| Drug | Life-Saving | Therapy Type | Condition Treated | Top Manufacturer |
|---|---|---|---|---|
| Ticagrelor | Yes | Antiplatelet Agent | Acute Coronary Syndromes (ACS) | PolPharma |
| Apixaban | Yes | Anticoagulant (DOAC) | Stroke, DVT, PE | PolPharma |
| Rivaroxaban | Yes | Anticoagulant (DOAC) | Stroke, DVT, PE | PolPharma, Dr Reddy |
| Lacosamide | No | Antiepileptic Drug (AED) | Partial-Onset Seizures | Apart synthesis (India) |
| Riociguat | Yes | Vasodilator | Pulmonary Hypertension (PAH, CTEPH) | |
| Zhejiang (China), Metrochem (India) |
Source – https://www.pharmacompass.com/manufacturers-suppliers-exporters/
Most Adani shares rebound as six of 10 group companies post gains (22-11-2024)
Post Hindenburgh’s allegation, the group’s market capitalisation declined to Rs 6.8 trillion on February 27, 2023. But it recovered later