Two in depth thread related to Guj Fluoro have been started on VP, one a domain expert thread and one related to views shared by a company expert. A lot of ground related to GFL and its prospects has been covered in these threads. You can go through these threads and take an informed choice.
I don’t track JK paper.
@axiskumar Logistics sector has its own set of variables which one needs to understand before taking a call on the companies. I suggest you read Pat Dorsey’s Five rules for successful investing wherein he covers each and every sector in detail and discusses which factors to consider while evaulating investment in the sector. And its not as if PLI scheme is going to change fortunes of a lot of companies drastically. We have to find out which companies benefit specifically and then take a call.
@Naresh Polycab has had a strong run up from levels of 3800 to 4900 in last few weeks and is taking a pause. It remains in a strong uptrend, but while riding these kind of moves, one needs to be careful about following appropriate stop losses. KEI has been in a strong uptrend ever since it rallied post Covid. This week on weekly candle it formed a bearish engulfing candlestick and hence one needs to take that into account. I don’t follow any of the two companies specifically, so do not hold any views related to them.
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