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PSP Projects – Construction Company (25-11-2024)
I exited my holdings for PSP yesterday.
Thesis for entering the stock (some 6 months ago) :
PSP came across as a company hungry for growth, with a solid track record of timely execution and a negative cash conversion cycle. With the growth happening in Gujrat and UP, the company appeared to be a beneficiary of urbanization theme.
Thesis for exiting just days ago:
- Primarily I saw a number of issues related to failures in either execution or challenges from the clients who delayed payments / cancelled projects etc. Plus the order book growth started to stall.
- Uncertainity with respect to case with Adani
- Finally, there are other good buys in the EPC space which are somewhat better with respect to order book growth and the business uncertainties.
Wise Travel India (WTI Cabs)- Driving the growth wisely? (25-11-2024)
Did they conduct concall for sep quarter results?
Demand continues to grow steadily, bumper kharif harvest expected to lower food inflation (25-11-2024)
Amid a mixed global economic background, India quietly holds its ground, according to a latest monthly update from the Finance Ministry. After a brief moderation over the monsoon months, economic activity firmed up in October. Demand continues to grow steadily as indicated by improving FMCG sales volumes in Q2 FY25 in both urban and rural areas. Rural demand has been particularly striking as reflected in the robust growth of two-wheeler sales and record-high tractor sales in October 2024. On the supply side, the Purchasing Managers’ Index for manufacturing and services indicated strong activity in the secondary and tertiary sectors.
Jai Corp, Reliance Industrial Infra rally up to 20% on heavy volumes (25-11-2024)
Jai Corp is a stakeholder in Navi Mumbai IIA Private Limited, Mumbai SEZ Limited, Rewas Ports Limited and Real Estate sector
Euro currency speculators increase net short positions (25-11-2024)
Large currency speculators in the Euro futures market further added to their net short position, according to the latest Commitment of Traders (COT) data released by the Commodity Futures Trading Commission (CFTC). The non-commercial futures contracts of Euro futures, traded by large speculators and hedge funds, totaled a net short position of 42557 contracts in the data reported through November 19, 2024. This was a weekly rise of 35120 net short contracts.
TotalEnergies says it will make no new financial contribution to Adani Group investments (25-11-2024)
TotalEnergies SE said on Monday that it will not make any new financial contribution as part of its investments into the Adani group of companies amid a U.S. federal indictment against the head of the company and his nephew.
The Anti-Portfolio (25-11-2024)
I believe some misunderstanding. 
That was not the intension of Surender Sir’s reply.
Shall delete this post.
Orient Technologies Ltd leads losers in ‘B’ group (25-11-2024)
Magnum Ventures Ltd, Astron Paper & Board Mill Ltd, Salona Cotspin Ltd and Thomas Scott India Ltd are among the other losers in the BSE’s ‘B’ group today, 25 November 2024.
‘With folded hands’: Jailed MP Engineer Rashid moves court, seeks interim bail to attend Parliament (25-11-2024)
J&K MP Engineer Rashid requested interim bail from a Delhi court. He wants to attend the Parliament session. Rashid is currently in Tihar Jail for a terror-funding case. The court asked the NIA for a response. The next hearing is on November 27. Rashid’s lawyer and the NIA want the same court to continue hearing the case.