Update 29th May:
Good results for PFC. Writeback of provisions causes profit spike. Dividend of 4.5 Rs pushes full year dividend to 13.25. Good growth in dividend and profits.
Glenmark and Auro are slighlty down now. Not a good set of results for them (flattish results), not sure of the reason of 50 perc upmove in them, perhaps Apr-June quarter would be better. Good for us that we have already booked some profit in them.
Market is in upswing. Not much point in increasing positions for long term. Partial profits can be booked and be diverted to debt instruments.
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