Update for entry on 25th November 2024 (lookback dates: 24/11/2023 and 2405/2024)

50EMA (17,587) > 200EMA (16,480); hence, we can continue without any change.

Based on ranking:

1. GVT&D
2. SUVENPHAR
3. DEEPAKFERT
4. JUBLPHARMA
5. NETWEB
6. ANANTRAJ
7. MOTILALOFS
8. DOMS
9. MCX
10. GLENMARK
11. ERIS
12. KAYNES
13. PPLPHARMA
14. VIJAYA
15. ABSLAMC
16. FSL
17. NATIONALUM
18. AMBER
19. JYOTICNC
20. INDIACEM

Based on A → Z for easy tracking:

• ABSLAMC*
• AMBER*
• ANANTRAJ
• DEEPAKFERT
• DOMS
• ERIS
• FSL
• GLENMARK
• GVT&D
• INDIACEM
• JUBLPHARMA
• JYOTICNC*
• KAYNES
• MCX
• MOTILALOFS
• NATIONALUM*
• NETWEB
• PPLPHARMA
• SUVENPHAR
• VIJAYA*

Exits:
HSCL and INOXWIND make an exit.
GODFRYPHLP, NATCOPHARM and POLYMED stay within the top 25 and hence remain.

Entries:
ABSLAMC and VIJAYA make an entry.
AMBER, JYOTICNC and NATIONALUM cannot enter as there is no vacancy.

Note: The above information is provided for educational purposes only. Please consult your Financial advisor before any investment.

Yes completely agree with you, they did not share any numbers in terms of PAT growth/margins etc. All I could make out is that it should grow rapidly which gives me the feeling on dot com boom/bust.

If anyone has deep insights on AI industry and can advise the kind of ROI firms are getting from their AI investments, then it can throw some light on the future.

@bindalpr007 I believe the pf is doing well.

From 7th Oct till 22nd Nov – the microcap 250 has returned -1.94% while the pf has returned +1.57%.

I really don’t like to compare with the index because of weightage and allocation. A better comparison is with a MF that runs on this index. I have been comparing regularly with Motilal Oswal 250 index based fund. That fund has returned -2.84%. This is expected because the fund does not rebalance as often as we do.

hii basu sir very good morning sir you put a detailed report on supreme can you explain sir the supreme industris can replace the DI pipes by producing opvc pipes ? actually sir in water infra there will be huge demand of DI pipes in coming years so my concern is that opvc pipe can replace the di pipes ( i read somewhere that govt wants to replace di pipe by opvc ) am i right sir if that will happen then what will be impact on electrosteel casting types of company ? thank you sir