Posts in category All News
Sansera Engineering (22-06-2024)
Thank you for giving us this opportunity, I would like to know if Sansera plans on acquiring the entire 51% stake in MMRFIC after the semiconductor development, if so what topline contribution can we expect to see post-acquisition?
Sansera Engineering (22-06-2024)
There is a plant visit scheduled by the company, in which I am participating; if the people tracking the stocks have any specific question, please either DM me or post it on the thread. Will try to get answers where possible.
Disc: Not invested in the company.
Enforcing law against paper leak mere whitewash: Congress chief Mallikarjun Kharge (22-06-2024)
Smallcap momentum portfolio (22-06-2024)
@Siddharth515 As I have said in some of my previous posts, I have not done any backtests. I do not have the resources for that.
When the market goes down, this pf is also expected to go down. However, as we are rebalancing every week, there is a good chance that we will have the strongest stocks from the index in our pf.
Microcap momentum portfolio (22-06-2024)
As requested, I am giving below link to the Google Spreadsheet.
I have removed the formulae as the url will vary for everyone when they integrate the bhavcopy.
@hariharancj I am concerned that you are seeing big differences between the two. Please have a look at the sheet and let me know where the error is coming from. Look back dates or 1y / 6m price change or STDEV. Let us see where the error is.
Microcap momentum portfolio (22-06-2024)
Update for entry on 24th June 2024
50 EMA (21027) > 200 EMA (18739); hence, we can continue without any change.
Based on ranking:
- KIRLOSENG
- KIRLOSBROS
- JYOTICNC
- AZAD
- PURVA
- IFCI
- TECHNOE
- RTNPOWER
- CHOICEIN
- KPIGREEN
- NETWEB
- TVSHLTD
- GANESHHOUC
- HERITGFOOD
- TIMETECHNO
- THOMASCOOK
- ITDCEM
- IIFLSEC
- BASF
- VOLTAMP
- ASHOKA
- WABAG
- HGINFRA
- JKIL
- KESORAMIND
Based on A → Z for easy tracking:
- ASHOKA*
- AZAD*
- BASF*
- CHOICEIN
- GANESHHOUC
- HERITGFOOD
- HGINFRA
- IFCI
- IIFLSEC*
- ITDCEM
- JKIL*
- JYOTICNC
- KESORAMIND
- KIRLOSBROS
- KIRLOSENG
- KPIGREEN
- NETWEB
- PURVA
- RTNPOWER
- TECHNOE
- THOMASCOOK*
- TIMETECHNO
- TVSHLTD
- VOLTAMP
- WABAG*
Exits:
ARVIND, ASTRAMICRO, STAR and TARC make an exit.
ANANTRAJ, ELECTCAST and MOIL stay within the top 30 and hence remain.
Entries:
ASHOKA, BASF, IIFLSEC and THOMASCOOK make an entry.
JKIL and WABAG cannot enter as there is no vacancy.
AZAD is still under 6 months in the stock exchange and hence not considered. As JYOTICNC already in the pf, it is not being removed.
Prestige Estate – Will it increase the Prestige of Retail Investors (22-06-2024)
Raising of funds by way of issuance of equity shares or other eligible securities for an aggregate amount not exceeding Rs. 5,000 Crores (Rupees Five Thousand Crores only) by way of qualified institutional placement (“QIP”) or other permissible mode in accordance with the applicable laws, subject to the receipt of the necessary approvals as may be required
monetize assets of the Hospitality segment through Prestige Hospitality Ventures Limited,
wholly owned subsidiary of the Company by way of issue of shares (through primary or secondary or both) subject to approval of shareholders, market conditions and receipt of applicable approvals. In this regard, the board has formed sub-committee to oversee and structure the process. The committee is tasked with the responsibility of ensuring compliance with all regulatory requirements, coordinating with advisors and underwriters, and making
all necessary arrangements
As per bord meeting on 21.06.2024