Ranvir’s Portfolio (17-10-2024)
screener and it took data from AR
Shakti Pumps – solar shakti (power)! (17-10-2024)
this was discussed in the concall and promoter reply was:
Again most interesting disclosure was:
Again in EV Mobility space, already 2000 buses running on the road fitted with their Motor…
For more details you can access past concalls here:
Disclosure: invested from 800 level,didn’t trade since…watching closely.
Will CNG become costlier in Mumbai, Delhi? (17-10-2024)
The government has slashed by up to a fifth the supplies of cheaper gas to city gas entities that retail CNG to automobiles, increasing their dependence in costly imported fuel. Buying costly imported gas to make up for the shortfall should result in a hike in CNG price but given the ensuing assembly elections in Maharashtra, that may be put off for now. Indraprastha Gas Ltd and Mahanagar Gas Ltd in regulatory filings stated that supplies of domestically produced gas, which was available at a capped rate which is half of the imported price, has been cut.
SG Finserve Ltd – Does it has a scalable business? (17-10-2024)
Link to Concall
Equity Investing as a full time career? (17-10-2024)
Markets are telling something which we should pay attention now, earning season till now has shown muted growth, might be reason FIi heavy selling of 72K is observed in Oct month, do check your portfolio stocks where too much exuberance has been built up, if current correction is prolonged than it will eventually reduce SIP flows and direct equity investment and situation will cascaded, even RBI is unhappy as too much money is pumped up in equity markets as banks are unable to raise deposits, banks can’t function without deposits. Scary times ahead. Auto is reverse gear, real state is at peak of cycle, Capital goods are grossly over expensive, chemical has its own issues, selective pharma, local consumption some ray of hope, time to be cautious now.
Ranvir’s Portfolio (17-10-2024)
Checked the AR. Only 35 Cr of cash.
Saurabh is right.