wow, you have done well by identifying this script so early.
PGINVIT impairment of investments in subsidiaries and book value (30-09-2024)
Any view on what will be the DPU trajectory for the remaining life (~28+ yrs) of the existing assets? Assuming no further acquisitions.
Is this info available or possible to compute basis the contracted tarrif rates of their existing contracts?
Manba Finance shares surge further post strong listing. Should you hold or exit? (30-09-2024)
Manba Finance shares listed at nearly 21% premium over the IPO price. The strong listing reflects the company’s robust growth, positive financial metrics, and the overwhelming investor response that saw the IPO subscribed 224.05x. Post listing, the shares gained further 5% to currently trade at 31% higher than the IPO price
Kiri Industries: Loan reduction and demand surge (30-09-2024)
So, promoter shares have been encumbered due to a loan facility availed by them for their subsidiary company in Singapore. How is it different from pledging the shares? What could be the implications
About the Special Situations category (30-09-2024)
Experts please help me with special situations on the following areas:
- Which government website should be followed for demergers and other special situations?
- Which part of the document/filing is the most important in the demerger scenario?
- What do you typically look for in a demerger? Good as well bad?
- Any book apart from Greenblatt for special situations or other blogs or books or YT channel?
Please do share your learnings.
Mayank portfolio (30-09-2024)
| S.NO | STOCK | PORTFOLIO % |
|---|---|---|
| 1 | GARWARE HI TECH | 14.1 |
| 2 | KRSNAA | 5.7 |
| 3 | NUVAMA | 11.7 |
| 4 | SENCO | 15.3 |
| 5 | PRICOL | 7.6 |
| 6 | SUPRIYA LIFE SCIENCE | 7.2 |
| 7 | ORIENTAL A | 4.6 |
| 8 | LAURAS LAB | 6.1 |
| 9 | NEULAND LAB | 6.2 |
| 10 | THYROCARE TECH | 4.7 |
| 11 | PRIVI SPECILITY | 5.7 |
| 12 | DEEPAK FERTILIZER | 5.6 |
| 13 | JUBLANT PHARMOVA | 5.6 |
| TOTAL | 100 |
| SECTOR | ALLOCATION% |
|---|---|
| MISCELLANEOUS | 14.1 |
| DIAGNOSTIC | 10.4 |
| WEALTH MANAGEMENT | 11.7 |
| RETAIL | 15.3 |
| AUTO ANCILLARY | 7.6 |
| CHEMICAL | 15.9 |
| PHARMA | 25.1 |
| TOTAL | 100 |
Blockquote
Shakti Pumps shares lock in 5% upper circuit on plans of 5:1 bonus issue (30-09-2024)
Shares of Shakti Pumps were locked in the 5 per cent upper circuit on the BSE after the company announced a 5:1 bonus issue to its existing shareholders on Monday
Trent, M&M among 5 stocks with short buildup (30-09-2024)
In Monday’s trading session, five stocks saw fresh short positions being built.
CNN Wades Back Into the Documentary Business (30-09-2024)
The network is again financing and releasing documentary series and films after backing away from the genre two years ago.
Chaitanya’s Portfolio (30-09-2024)
Hi Everyone,
This is my quarterly portfolio update #2.
I have added allocation in Bajaj Finance after the results when it was falling continuously and I was comfortable with the entry price.
Also there are 3 new additions all of which are smallcaps with comfortable valuations.
- Nirlon
- Shriram Pistons & Rings
- Ganesh Housing Corporation