Mayank portfolio (26-10-2024)
| COMPANY | PORTFOLIO % |
|---|---|
| GARWARE HI TECH | 13.8 |
| KRSNAA | 5.5 |
| NUVAMA | 11.9 |
| SENCO | 13.2 |
| SUPRIYA LIFE SCIENCE | 7.3 |
| ORIENTAL A | 5.6 |
| LAURAS LAB | 5.8 |
| NEULAND LAB | 6 |
| THYROCARE TECH | 5.7 |
| PRIVI SPECILITY | 6.7 |
| DEEPAK FERTILIZER | 6.7 |
| JUBLANT PHARMOVA | 6 |
| Edelweiss Financial Services | 5.9 |
| TOTAL | 100 |
Currently my portfolio is down 7.74% from all time high for me its good because i am holding only mid and small caps. recently i made some changes sold pricol and purchased edelweiss financial services i consider edelweiss for is Alternative
Asset Mgt business which can go through demerger.
Friday’s Sensex Crash: Anything To Worry? (26-10-2024)
‘The economy is clearly at a very soft spot, and earnings growth is disappointing every day.’ ‘After three great years, the Indian economy has hit a rough patch.’
Solitaire Machine Tools (micro cap stock in machine tools sector) (26-10-2024)
Thanks Bhaven very detailed and useful analysis.
I also believe with growing AI there will be need nuclear power and India is also looking to start nuclear power basis ET article below.
Demand for Nuclear power should also give huge tailwinds to products sold by this company and we should track sale volumes in future to see the uptick.
Disclosure: Invested recently hence my views will be biased.
Waaree Energies GMP suggests robust listing, but long term rewards are equally promising (26-10-2024)
Waaree Energies shares are trading with a GMP of Rs 1,350 in the grey market, indicating a 90% premium, ahead of its listing on the bourses. Analysts expect a strong listing due to the company’s strong fundamentals and leadership in the solar energy sector. The stock could reward investors beyond the listing gains.
Tracxn Technologies (26-10-2024)
Does anyone know why the earnings release has been postponed from 25 Oct to 8 Nov? Does it indicate some trouble?
Bandhan Bank Q2 PAT jumps 30% to Rs 937 cr (26-10-2024)
Bandhan Bank reported standalone net profit of Rs 937.44 crore in Q2 FY25, registering a growth of 29.99% as against Rs 721.16 crore in Q2 FY24.
Bandhan Bank Q2 PAT jumps 30% to Rs 937 cr (26-10-2024)
Bandhan Bank reported standalone net profit of Rs 937.44 crore in Q2 FY25, registering a growth of 29.99% as against Rs 721.16 crore in Q2 FY24.
Fund Manager Talk | Many smallcap stocks still in bubble zone, warns 360 ONE’s Mayur Patel (26-10-2024)
Despite recent correction, many smallcap stocks remain in bubble zone, lacking earnings growth support. Mayur Patel of 360 ONE Asset warns of elevated risks in these stocks. He advises a clinical approach to assess risk-reward in smallcap positions.