Latest Company Presentation.
Really beneficial to understand and scale of company operations.

https://www.bseindia.com/xml-data/corpfiling/AttachLive/0fb3f95c-3330-4a25-a391-fc24dee8eef9.pdf

Yes, I am tracking Chemcon – is the sole producer of HMDS without which s critical in semiconductor manufacturing. It is a hazardous material.

@nithin_Shenoy

Whenever you find a sector in favour, you will find froth. Initial phase of the rally is with disbelief, then it progresses with acceptance, and then comes frothy narratives. Order book investing is a kind of frothy situation. But this kind of stuff can also keep going on for months, before shit hits the fan.

Riding momentum is a specialised skill. It’s not everyone’s cup of tea. While riding momentum, many a times there will be extreme discomfort while justifying valuations. (Does not mean we have to ignore fundamental picture altogether). But we should know that these kind of rallies tend to last much longer than what most people expect.

What I do is plan staggered exits once I see parabolic moves start happening. ( with sector in fancy, usually there are parabolic breath taking climatic moves… e.g mazgaon dock … )

After that even if stock price trends to go higher than my sell price, I don’t regret my decisions, because we cannot sell at the absolute top.

Above is the kind of framework I use while riding momentum stocks and sectors.

Railways, defence seem to be the sectors in fancy as of now. And some of the stocks are in the parabolic upmove phase. One needs to exercise caution while making a fresh entry.

@Bimal_Purohit

For KVB details, you can look up chart posted in Bull therapy thread. The chart is posted with details.

With the demerger, the debt would be proportional to the size of each entity? And some would be definitely worth less than the debt it is saddled with? Unable to pay and shifting it on to shareholders?