Posts in category All News
Barometers trade flat; pharma stocks advance; VIX slides 1.83% (28-06-2024)
Ranvir’s Portfolio (28-06-2024)
Dear @ranvir
Thank you for analysing a large number of companies and posting it for benefit of wider community.
Would you be able to give an update of your current portfolio and any exits/entry since last porfolio update? Which companies you recently invested based most recent quarter results or commentary?
Thank you once again.
Info Edge rises 0.8% as Sensex slides (28-06-2024)
Indian Defense Sector (28-06-2024)
The beneficiaries are clearly the companies those who are importing some components/parts that goes in to manufacturing defence equipments/ assemblies / sub-assemblies / finished product.
Which means not only the front line defence companies like HAL, BEL, BEML, Bharat dynamics , All 3 defence shipping companies, Midhani , Bharat forge, etc ,
But also the ancillaries to these front line companies could also be the beneficiaries if they are importing some components to make their products they supply to the front line companies as above.
As US inflation cools, Asian stocks head for 5th straight month of gains (28-06-2024)
Share price of United Spirits falls as Nifty strengthens (28-06-2024)
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (28-06-2024)
Shilchar is not into that kind of transformers. So what works for the bulk transformer manufacturers like Voltamp BBL, etc. won’t work for Shilchar. Most of the margins come from Export to EU and US, and in domestic consumption also the transformers they produce are mostly used in small scale industrial applications. So I think the push factors for them are quite different from other players in the market, and hence the higher margin.