NBK NTR Posted July 27, 2023 Share Posted July 27, 2023 Laurus labs results today...Expecting either flat or negative results.. Link to comment Share on other sites More sharing options...
roger7 Posted July 27, 2023 Share Posted July 27, 2023 pat will be reported around.. 100crs for q1 of fy 24.. lowest in the company's history of recent time, last qtr company profit was reported at 200crs and above.. obviously it will be flat today and negative for next three trading days.. and you can expect recovery in mid of august 2023.. now only point is to where it will go.. like 345 to 310 or more.. NBK NTR 1 Link to comment Share on other sites More sharing options...
roger7 Posted July 27, 2023 Share Posted July 27, 2023 natco breached 800 and marching up for 850level.. on 31st july it will surely cross.. 850.. before the con-call it will see 950-975... Link to comment Share on other sites More sharing options...
NBK NTR Posted July 27, 2023 Share Posted July 27, 2023 Birlasoft(Bsoft) 7% up...terrific rally since 3 months. Gland pharma 8% up Link to comment Share on other sites More sharing options...
KING007 Posted July 27, 2023 Share Posted July 27, 2023 Anni perugutunnayi okka LIC tappa 😢 Link to comment Share on other sites More sharing options...
NBK NTR Posted July 27, 2023 Share Posted July 27, 2023 44 minutes ago, KING007 said: Anni perugutunnayi okka LIC tappa 😢 LIC movement will be slow..it's only for long term as per TV5 kutumba rao uncle Link to comment Share on other sites More sharing options...
roger7 Posted July 27, 2023 Share Posted July 27, 2023 LIC IDFC FIRST BANK YES BANK.. After 10yrs they will become very positive stocks.. in the market.. Link to comment Share on other sites More sharing options...
KING007 Posted July 27, 2023 Share Posted July 27, 2023 17 minutes ago, NBK NTR said: LIC movement will be slow..it's only for long term as per TV5 kutumba rao uncle 200rs gap undi each share ki, aah gap fill avvali ante inko 2/3 years padutundi emo Link to comment Share on other sites More sharing options...
NBK NTR Posted July 27, 2023 Share Posted July 27, 2023 17 minutes ago, KING007 said: 200rs gap undi each share ki, aah gap fill avvali ante inko 2/3 years padutundi emo hmm can't predict how many years uncle but better returns in long term ayithe sure, considering it's CMP and IPO listing price. Link to comment Share on other sites More sharing options...
roger7 Posted July 28, 2023 Share Posted July 28, 2023 Janssen sues Natco Pharma over erdafitinib generic Updated - July 26, 2023 at 09:47 PM. Janssen Biotech markets erdafitinib tablets in the US under the brand Balversa Link to comment Share on other sites More sharing options...
roger7 Posted July 28, 2023 Share Posted July 28, 2023 NATCO Pharma’s shares rise 2% on ANDA filing Updated - July 26, 2023 at 02:51 PM. The filing may grant NATCO 180 days of marketing exclusivity upon launch Link to comment Share on other sites More sharing options...
roger7 Posted July 28, 2023 Share Posted July 28, 2023 both happened as parallel activities Link to comment Share on other sites More sharing options...
roger7 Posted July 28, 2023 Share Posted July 28, 2023 (edited) News came that Natco Pharma will declare a PAT of Rs. 436.5crs but in actual it will be around Rs 418crs even then it will be best company's history where-in it garnered a pat of this scale Q4-(FY'23) Rs. 275.6Crs Q1-(FY'24) Rs. 436.5Crs(in news) Q2-(FY'24) we can expect a PAT of Rs. 120crs-130crs taking previous earnings call information of the Management Q3-(FY'24) we can expect a PAT of Rs. 170crs (just as above) Q4- (FY'24) we can expect a PAT of Rs. 300crs the year wise PAT is Rs. 1026.5crs (few advisors are quoting 878crs) with 3300crs as turnover will be the crazier thing to happen.. only point to see is how market will consider q2/q3 of fy'24... but merrier days are still ahead for Natco's investors.. for me next two years or 8/9quarters looks to be rosier.. Edited July 29, 2023 by roger7 Link to comment Share on other sites More sharing options...
roger7 Posted July 28, 2023 Share Posted July 28, 2023 STOCK NAME QTY HELD %HOLDING CHANGE FROM PREVIOUS QTR HOLDING VALUE(CRS.) Allcargo Logistics Ltd... 3,300,000 1.3% 0 101.1 Apollo Pipes Ltd. 1,500,000 3.8% 0 108.5 Arman Financial Servic... 400,000 4.7% 0 91.6 Bhagiradha Chemicals &... 357,837 3.4% -0.4 48.2 Capacit'e Infraproject... 2,938,000 4.3% 2.4 62.2 Ceat Ltd. 500,000 1.2% 0 121.6 LT Foods Ltd. 4,000,000 1.2% 0 65.8 Dishman Carbogen Amcis... 8,200,000 5.2% 1 127.8 Delta Corp Ltd. 3,300,000 1.2% 0.1 64.9 De Nora India Ltd. 100,027 1.9% 0.5 21.1 Dhabriya Polywood Ltd. 1,133,488 10.5% -0 29.5 Dish TV India Ltd. 30,000,000 1.6% 0 52.5 Ethos Ltd. 670,000 2.9% -0.6 95.1 Gati Ltd. 7,000,000 5.4% 0 100.9 Goldiam International ... 1,400,000 1.3% -1 17.8 Hindware Home Innovati... 1,000,000 1.4% 0 62.2 Indo Count Industries ... 2,325,000 1.2% 0 48.2 Indian Metals & Ferro ... 778,900 1.4% 0 28 InfoBeans Technologies... 1,250,000 5.2% 0 61.4 Intellect Design Arena... 2,500,000 1.8% 0 167.2 Ion Exchange (India) L... 2,574,710 1.8% -0.2 135.8 ISMT Ltd. 4,001,346 1.3% 0 35.2 Jagsonpal Pharmaceutic... 463,023 1.8% 0 20 J Kumar Infraprojects ... 2,000,000 2.6% 0 68 JTEKT India Ltd. 4,000,000 1.6% 0 61.5 Kanoria Chemicals & In... 1,112,657 2.6% 1.2 13.4 KDDL Ltd. 423,180 3.4% 0 66 Kingfa Science & Techn... 300,000 2.5% 0 65.8 MITCON Consultancy & E... 578,558 4.3% -0.1 4.4 SG Finserve Ltd. 1,000,000 2.4% -0.1 57.8 MPS Ltd. 762,457 4.5% 0 84.2 Neuland Laboratories L... 422,200 3.3% 0.2 143.6 Newgen Software Techno... 800,000 1.1% -0.3 64.7 PDS Ltd. 3,580,000 2.7% 0 115.7 Pearl Global Industrie... 750,000 3.5% 0 47.2 Pix Transmissions Ltd. 358,000 2.6% 0 48.5 Radico Khaitan Ltd. 1,400,083 1.1% 0 194.6 Raymond Ltd. 1,100,000 1.7% -0.2 208 Raghav Productivity En... 178,074 1.6% 0 18.7 Sahyadri Industries Lt... 256,725 2.4% 0.2 10.3 Sarda Energy & Mineral... 417,600 1.2% 0 78.7 Shankara Building Prod... 550,000 2.4% 0 40.9 Sirca Paints India Ltd... 1,626,200 3% 0 60.6 Sula Vineyards Ltd. 2,000,000 2.4% -0 98 Surya Roshni Ltd. 1,000,000 1.8% -0.2 81.4 Suryoday Small Finance... 3,000,000 2.8% 1 52.9 Suzlon Energy Ltd. 130,000,000 1% NEW 234 TAAL Enterprises Ltd. 277,931 8.9% 0 56.4 Tasty Bite Eatables Lt... 30,130 1.2% 0 42.7 Thomas Cook (India) Lt... 5,000,060 1.1% 0 41.4 Tracxn Technologies Lt... 2,000,000 2% -0 16.9 Vidhi Specialty Food I... 900,000 1.8% -0 35.2 Vardhman Special Steel... 1,000,000 1.2% 0 18.6 Zen Technologies Ltd. 1,126,765 1.3% NEW 70.1 Zota Healthcare Ltd. 1,316,989 5.2% 0 53.1 Karur Vysya Bank Ltd. - - Below 1% First Time - EKI Energy Services Lt... - - Below 1% First Time - CL Educate Ltd. - - Below 1% First Time - Paras Defence and Spac... - - Below 1% First Time - Thejo Engineering Ltd. 180,000 1.7% Filing awaited for current qtr 28.6 P E Analytics Ltd. 262,800 2.5% Filing awaited for current qtr 3.8 Link to comment Share on other sites More sharing options...
roger7 Posted July 28, 2023 Share Posted July 28, 2023 The above is the portfolio of Mr.Mukul Agarwal.. i feel this is the one of the healthiest portfolio.. his cash assest was spreaded over 57 companies to the tune of rs. 3,952.3crs Networth 3,952.3 Cr #Company holdings 57 14.05% General Industrials 12.72% Textiles, Apparels & Accessories 8.72% Pharmaceuticals & Biotechnology 7.94% Software & Services 7.69% Metals & Mining 7.4% Food, Beverages & Tobacco 6.54% Transportation 5.86% Automobiles & Auto Components 5.12% Banking and Finance 3.88% Commercial Services & Supplies Link to comment Share on other sites More sharing options...
chanti149 Posted July 28, 2023 Share Posted July 28, 2023 (edited) On 7/25/2023 at 1:36 PM, NBK NTR said: At what price did you enter paragmilk uncle...Am planning to buy n hold for long term. 11%up today.... Edited July 28, 2023 by chanti149 NBK NTR 1 Link to comment Share on other sites More sharing options...
chanti149 Posted July 28, 2023 Share Posted July 28, 2023 Rec/pfc....which is better....? Rec lo entering ani thinking...!! Link to comment Share on other sites More sharing options...
chanti149 Posted July 28, 2023 Share Posted July 28, 2023 (edited) Sw solar.....gud run since 1mnth...!! 315 entered....last quarter bad....fluctuated btw 280 & 320..then rallied...now at 385....company gave vry gud guidance for future qs....!! Some reliance link is there...donno if it was rumor....UP lo ekuva work unatunai in india...! Edited July 28, 2023 by chanti149 Link to comment Share on other sites More sharing options...
chanti149 Posted July 28, 2023 Share Posted July 28, 2023 (edited) Vivekam thatayya ..tata power avoid avoid antunadu....family rao thatayya hold antadu.....ademo ivala 6% perigindi....!! Edited July 28, 2023 by chanti149 Link to comment Share on other sites More sharing options...
chanti149 Posted July 28, 2023 Share Posted July 28, 2023 Sswl.....decent result and gud comments by managmnt on H2 Link to comment Share on other sites More sharing options...
KING007 Posted July 28, 2023 Share Posted July 28, 2023 Chanti uncle daggara money kuppalu kuppalu ga unnattu unnayi, shares meda shares konta ne unnadu Link to comment Share on other sites More sharing options...
chanti149 Posted July 28, 2023 Share Posted July 28, 2023 3 hours ago, KING007 said: Chanti uncle daggara money kuppalu kuppalu ga unnattu unnayi, shares meda shares konta ne unnadu Yo...small qty dood here...learning anthe Link to comment Share on other sites More sharing options...
roger7 Posted July 29, 2023 Share Posted July 29, 2023 19 hours ago, chanti149 said: Rec/pfc....which is better....? Rec lo entering ani thinking...!! rec is good chanti149 1 Link to comment Share on other sites More sharing options...
kanagalakiran Posted July 29, 2023 Share Posted July 29, 2023 Monday ki Natco positive or negative ?? Link to comment Share on other sites More sharing options...
roger7 Posted July 29, 2023 Share Posted July 29, 2023 should be positive... kanagalakiran 1 Link to comment Share on other sites More sharing options...
Ntrforever Posted July 29, 2023 Share Posted July 29, 2023 (edited) 1 hour ago, roger7 said: should be positive... @roger7As of now 20% in natco. Thanks for bringing it to notice. @Gunnerbro holding natco? Edited July 29, 2023 by Ntrforever roger7 1 Link to comment Share on other sites More sharing options...
kanagalakiran Posted July 30, 2023 Share Posted July 30, 2023 On 7/28/2023 at 3:30 PM, chanti149 said: Vivekam thatayya ..tata power avoid avoid antunadu....family rao thatayya hold antadu.....ademo ivala 6% perigindi....!! Angle braking vaadu short term target 242 echadu I have 300 at 200 so planning to exit around 240 but let’s see chanti149 1 Link to comment Share on other sites More sharing options...
chanti149 Posted July 30, 2023 Share Posted July 30, 2023 2 hours ago, kanagalakiran said: Angle braking vaadu short term target 242 echadu I have 300 at 200 so planning to exit around 240 but let’s see 260 as per chart ani i feel in short term..but am holding for long term le...avg rs.100 around kanagalakiran 1 Link to comment Share on other sites More sharing options...
kanagalakiran Posted July 30, 2023 Share Posted July 30, 2023 https://m.economictimes.com/markets/expert-view/tata-power-among-3-stock-ideas-for-next-week-kunal-shah/articleshow/102228316.cms Link to comment Share on other sites More sharing options...
NBK NTR Posted July 31, 2023 Share Posted July 31, 2023 On 5/30/2023 at 2:06 PM, NBK NTR said: Ujjivan SFB will be merged with Ujjivan financial services...So existing shareholders of SFB will get those financial shares. I entered Ujjivan SFB coz of Vivekam prasad uncle only.. UjjivanSFB 7% up today Link to comment Share on other sites More sharing options...
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