Posts in category All News
JSW Steel’s consolidated crude steel production at 6.35 million tonnes for Q1 FY25 (10-07-2024)
Sundaram Clayton (10-07-2024)
Hi.
Sorry for the delay in response.
Q1) I do wonder, how much of optimism is already built in TVS holdings CMP, because of latest SEBI special trading session for holding companies, the current auto sector bull run and the future potential of NBFC status. I would say my entry was in the hope of NCPCRS and the compression of Holding company discount.
I have tried the company with less than 2% of my portfolio size. Even though it more than doubled, It didn’t reach a position to cut my holding. Further I’m not ready to add more at CMP. As per my thesis I should have already exited. But I haven’t done that, I’m hoping to exit at the end of Auto sector bull run (don’t know exactly, may be using some technical analysis).
Q2) I have not studied well about the Sundaram Clayton, initially I thought it was the only company doing aluminium die castings, but later found that they have the competition and their major focus on Comercial Vehicles ( CV), I have exited in the initial sessions of trading and not following currently.
Hope this helps.
Delta Corp drops after Q1 PAT slides 68% YoY in FY25 (10-07-2024)
BofA downgrades HDFC Bank, cuts target price after 20% rally from Feb-lows (10-07-2024)
Positive Breakout: These 6 stocks close cross above their 200 DMA (10-07-2024)
These 4 stocks closed crossing above VWAP on July 9 (10-07-2024)
Registration fee waiver in UP to spur hybrid car sales? What Nomura says (10-07-2024)
Rashi peripherals “Nvidia’s preferred gem” (10-07-2024)
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