Important negative point for this is Oriana power is, lot size is 1200 which accounts about 24 lakhs minimum investment. so retailers will not be interested and thus second time pumping up this stock may not possible now . market condition not conducive now for small cap stocks to rally again
Sebi directs market infra institutions to establish data-sharing policies (08-10-2024)
Markets regulator Sebi on Tuesday proposed that stock exchanges and other market infrastructure institutions frame their own policy for sharing data for the purpose of research to promote data democratisation, data privacy and data accountability.
However, data shared with vendors for commercial purposes will not fall under this policy, Sebi suggested in its consultation paper.
The markets regulator has a data sharing policy to share anonymised data that are not publicly available. However, since Sebi is not the originator of most of the market data, the scope of sharing data under the extant data sharing policy of Sebi was deliberated by its Market Data Advisory Committee (MDAC).
The committee suggested that in order to achieve the balance between data privacy vis-a-vis providing access to data, organizations, which are the actual source of data, will need to have a policy on data collection, processing, storage, dissemination and sharing.
Accordingly, the regulator, in its …
Semiconductor world – CPU/GPU Wars (08-10-2024)
In light of the US govt entities coming out and recommending companies use Intel for their requirements, how does this change their runway?
Stock market update: Nifty IT index advances 0.47% (08-10-2024)
The Nifty IT index closed 0.47 per cent up at 42387.55.
Mazagon Dock: aptly called “Ship Builder to the Nation” (08-10-2024)
This stock has rallied way too much and has now slowed down along with the defence sector as a whole.
I had taken delivery of this at 260-310 levels back in 2021 and am still holding them.
But looking at the way in which it rallied in the last 2-3 years I am doubtful that the stock will generate any meaningful returns (until the dust settles atleast).
Opinions?
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Currently trading at 4000 levels but has previously touched 5800 earlier this year.
Stock market update: FMCG stocks up as market rises (08-10-2024)
The 30-share BSE Sensex closed up 584.81 points at 81634.81
LTIMindtree launches Smart Spaces solution with its digital transformation platform iNXT (08-10-2024)
With this solution, existing and new buildings can be fitted with the latest IoT devices, and the facilities team can instantly access key data on the platform pertaining to operational and environmental metrics such as energy, emission, water and waste. It can help achieve significant savings and operational excellence for investors, landlords, building managers and tenants across residential and office buildings.
My Portfolio (Updates and Suggestions) (08-10-2024)
Hello,
In my opinion as a CFA aspirant, you have a rather high exposure to HDFC Bank.
It is not only about the individual holdings but I suggest you also look at the stock composition of your mutual funds. Since you have the Index Fund, it is highly likely that you also have HDFC Bank exposure through there.
I am not aware of the composition of your Parag Parikh Fund but if the fund is also holding HDFC Bank shares it further increases your exposure.
I strongly suggest you atleast cut down your direct stock exposure to HDFC Bank.
Also, 35% cash which you hold is also not a good indication since inflation will affect it. I suggest you look at Liquid Funds to temporarily keep the cash until you choose to spend/deploy it.