Thanks @ChotuKatappa to be honest I was not knowing about the new on Blackstone.
My thesis was on peptides, Advair and increase in sales of India and SA business
I heard about blackstone lot many times that I don’t recall off… but what intrigues me is that why did the promoter sold to blackstone at first place… I was waiting to find out from management or newsletter is that because there was no buyers, I have no idea…
It’s hard even for a pharma promoter to run such inherent complex business because if requires stringer quality control, USFDA issue much more.
This is one of the red flag for me for now – exited positions, will enter when sky is clear
SECTORAL PF Update : This constitutes only 15% of my allocation and this is win or loose PF.
SOLD CIPLA
SOLD DYNAMIC CABLE : Will reenter at low entry provided.
SOLD DODLA : Found cable sector doing well
SECTORAL PF : No change in CORE PF
| Stock Name | Buy Price | CMP | Weightage | Return | Holding Days |
|---|---|---|---|---|---|
| UNIVCABLES | 487.81 | 499.15 | 25% | 2.32% | 4 |
| KAMOPAINTS | 343.84 | 199 | 18% | -42.12% | 5 |
| SWSOLAR | 404.29 | 395.95 | 17% | -2.06% | 4 |
| REMSONSIND | 360.23 | 355 | 12% | -1.45% | 4 |
| GUFICBIO | 263.89 | 262.35 | 11% | -0.58% | 4 |
| SUDARSCHEM | 529.63 | 535.7 | 10% | 1.15% | 6 |
| SAKAR | 347.09 | 339.05 | 6% | -2.32% | 4 |
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