Super disappointed with election results .BJP drawing blank in TN. Annamalai contested from my constituency and he lost. This person having been very vocal about the rampant corruption in the current government and still got nothing to show in return. Poor guy gave so much time with his health and personal life taking back seat. I was taking his victory for granted. He deserved much better. Thank god I’m not in a profession where in the result is left to the whims and fancy of the people (say like movies and politics)

Enrolled for a 10k run in September. hope to breach the 70 minute mark.

Hey do you know if there any issues with IRB invit management or with the assets they own? The price has been falling more than usual in the past few days and i was wondering why

I am also feeling sad as i also have major holding of pf into zen, but the harsh realty is that NDA government will face lot of restriction in spending into renewable, defense etc. and i see major spending into other sectors / freebees so surely sector rotation will happen, so it will be difficult for zen to get domestic order and de rating of PE will happen if no new order received. Second order of 700cr from govt may get cancel . So eventually if we consider best case 30-40 PE this sector will get, if we consider best case if order dont get cancel 900cr sales 25 EPS 30*25=750 rs after 1 year.
Technically 890 is major support for the stock & the way selling order are there it will break and next major support is at 800.
Hope is Budget if government continues its focus into Defense sector & we see major portfolio with BJP.

A large number of industries in US (including Green energy) are facing the effects of sky high interest rates. Incremental spending has simply collapsed to only essentials… Unless the interest rates start easing in US, there wont be any major movement on new Clean Energy projects which means Bloom’s order book will be weak which results into a weaker order book for MTAR. Besides that another near term uncertainty will be US elections…If Trump wins, will he set aside Biden policies promoting green energy? That may also impact clean energy spend.

Just my 2 cents. MTAR will need a lot of patience

Disclaimer: Invested

Hello Stage !
are we into “side-way” situation or deep correction has started ?..All my darts were spot on till now.…“abhi ankh pe andhere a gaye he, bhage ya ruke…bhage to konsi aur bhage”