All Adani Group shares in green except Adani Totsl Gas. Bears traped for today by bulls. Market also positive by more than 800 points. Total improvement in the market irrespective of Adani Group. It was demand of the time. Inspite of positives in the Union Budget, Adani steal the show. Let's hope, everything goes well. Will good for investors as a whole. Somewhere train has to reach his final destination. These big busses has to learn a lesson from this situation that " SATYA MEV JAYATE". Don't make fool of others.
Sir, you forgot AWL? Is that still owned by Adni & Wilmer? That is going down straight LC to LC without any chance to exit. Have 100 @630. Earlier booked 20k profit on AWL andd exited but now trapped. Gift to nahi de diya Adani ne AWL Hindenburg Research ko 🤐😫
714.2. arunARUN| Link| Bookmark|
February 3, 2023 3:58:58 PM
IPO Guru (1900+ Posts, 1600+ Likes)
@CW When you have circuits of 5% then stock takes longer time to find its right level. Today In Adani Enterprises bottom of near 1000 created somekind of support and reversal started from there However your allegation of gift is dangerous innuendo? Did you really meant it? If yes please throw more light on same
@CB Yes you are right. Through oversight I forget to see AWL. Yes LC to LC. I am also holding this one. When we make mistakes, we always suffer. Once you got profit, you again purchased because you had faith. One example of mine here. I am a long time investor, so I was holding IPO allotted Sharda Cropchem. I sold all my allotted at good profit. Then I purchased at rs.100 less than selling price. It went above 200 than my purchase price. But didn't sell. Now it's 100 below my purchase price. It all happens. Generally I never purchase again any share sold at good profit. But sometimes mistakes take place and I always suffered. But loss in profit. But AWL in different thing. All group shares in trouble. I am also holding IPO allotted Adani Port. More than 15 yrs. holding. I am also holding IPO allotted Solar Industries, Mind Tree and Reliance Power, a few names. Don't get disappointed. It happens. Good luck.
@arunArun It happens when someone only like profit in Share Market with is not possible. When there is any loss, it is is difficult to bear. Here he has not booked loss but seems disappointed. So such comments are possible. It can improve like AEL and Adani Port also.
@arunArun.. bro I was just joking 😂 that Is AWL being gifted,,🤭
Since a much more experienced member Mr @PKRAJ missed to mention AWL being in red I wrote this gift thing. This year is so bad for me in secondary market that the AWL thing is not much pain and holding tight, have fath that in a year I will reap some profit.
@PKRAJ Me too holding Sharda Cropchem and could have got some profit if this Adani fiasco has not happened. It rises then falls, hope it goes 640 in 2 minths. Can you advice for BCG shares not credited to me since 6th Dec? Have you faced such issue in past?
@CB Good news for you now. AWL on Upper Circuit now. Congrats.
713. Nothing New| Link| Bookmark|
February 3, 2023 8:07:06 PM
Top Contributor (600+ Posts, 100+ Likes)
Adani News LIVE Updates: S&P Global Ratings revises outlook on Adani Ports And Adani Electricity to negative <--- *The Economic Times*
^^^ Hey! S&P I don't (or perhaps I do) get the point behind these reprisals. You removed Adani from your Dow Jones Sustainability Index only yesterday. So did that not mean that the outlook was negative? No?
712. Nothing New| Link| Bookmark|
February 3, 2023 7:54:31 PM
Top Contributor (600+ Posts, 100+ Likes)
Hatsun Agro P/E 114. P/BV 17, NP 185 Cr, and Revenue 6780 Cr. Why so expensive?
This stock needs to be referred to the new regulator of Indian stocks, Hindenburg
711. MAMU| Link| Bookmark|
February 3, 2023 5:50:02 PM
IPO Guru (1700+ Posts, 1100+ Likes)
From All government side - positive statements From rating agencies - positive statements
709.4. arunARUN| Link| Bookmark|
February 3, 2023 4:09:53 PM
IPO Guru (1900+ Posts, 1600+ Likes)
So in your view who applied in bHNI with application greater than 10 lakh each oversubscribing that component by more than 2 3 times Do you know so many bHNI? IN no issue so far bHNI number crossed 5000. So regular bHNI would have meant at best 500 crore so who put the balance money by way of ASBA. Now it is not a cheque business which you are very well aware?
Upstox just removed all ce and pe options below 1500... I can see it on groww.😅
708.6. Arca| Link| Bookmark|
February 3, 2023 12:33:04 PM
IPO Guru (1000+ Posts, 500+ Likes)
Buying options is not good now all are at 300-320 iv. If you are convinced go with future (be careful if shorters buy again you would lose huge money).
@Monster Zero: It is very risky bet in AEL for PE/CE thing. Only big players are playing which is clear from volume. Unless one as insider links they should not jump here. let it come too 700 range and then we need to see the bond thing if they are not in default case then we can buy. Unpredictable! Better to work with SBI which seems at good 520 range.
Bought at 1230 with SL of buying price now, lets see 🤞
706. Nothing New| Link| Bookmark|
February 3, 2023 5:04:19 AM
Top Contributor (600+ Posts, 100+ Likes)
MalayMail reported:
Adani in talks to fully repay all pledge in advance to boost investors confidence. Adani will also release a report on their liquidity position in response to Hindenburg research's allegations.
Goldman Sachs traders said Adani bonds are at attractive valuations as their ability to repay is solid.
Goldman Sachs traders also confirmed that Adani paid all the interest due yesterday (25 Million) on their bonds.
But other foreign media, especially Bloomberg is avoiding publishing such news and instead publishing articles about how India's credibility is questionable in the eyes of the global investors.
704.1. Nothing New| Link| Bookmark|
February 3, 2023 10:04:26 AM
Top Contributor (600+ Posts, 100+ Likes)
Age old company. Adani acquired it only late last year. Still if one thinks Ambuja / ACC are fraudulent entities, they may buy other stocks like Dalmia Bharat / Orient Cement.
Just be cautious of the next Hindenburg attack though. They may target another Indian corporate house soon.
Negative side of Ambuja cement which I found is like total shares are been pledged in full(100%) also P/E is around 36 where industrial P/E is around 26. Are these to be considered before thinking of buy it??
704.3. Nothing New| Link| Bookmark|
February 3, 2023 10:14:31 AM
Top Contributor (600+ Posts, 100+ Likes)
@ Shaktimaaaan. In the Cement sector, Geographies (Of operations, Market share, and dealer outreach are important. Also instead of PE, EV/Ebdita and Ebidta / Ton are considered as the valuation matrix.
704.4. svh| Link| Bookmark|
February 3, 2023 10:31:42 AM
IPO Guru (2400+ Posts, 3600+ Likes)
Buy Ultratech below 7000. Outperform rating from most of the brokerage houses.
Dear experts, Query: my observations for other stocks if it hits lower circuit of the day it doesn't fall further then why does Adani enterprise shares lower circuit keeps revising allowing it to fall like 500 or 800 points in a day ?
But when they can ban Ambuja cement and Adani ports for FNO to stop further loss why didnt they band Adani ent ? While we all can have views and opinion on if Adani group did some frauds or are genuine and may pull up from here eventually many of us will end up bleeding too !!
701.3. crsl| Link| Bookmark|
February 3, 2023 9:58:08 AM
IPO Mentor (600+ Posts, 300+ Likes)
even if f&o stocks in ban they can fall more than 20%, only new position can not be taken but who has position can trade.
701.4. crsl| Link| Bookmark|
February 3, 2023 10:00:52 AM
IPO Mentor (600+ Posts, 300+ Likes)
When the aggregate demand of a specific security exceeds 95% of the MWPL (Market Wide Position Limit), all F&O contracts in that stock are subject to a trading halt, which is known as a F&O ban. There can be no new positions created for any of the F&O contracts in the stock during the ban period. During the ban time, a trader will be limited to the already opened positions. The prohibition is lifted when the open interest in the stock falls below 80%.
701.5. svh| Link| Bookmark|
February 3, 2023 10:27:42 AM
IPO Guru (2400+ Posts, 3600+ Likes)
3 years back FnO stock yes bank crashed up to 5.50 Rs. from 35 Rs. in intraday and closed at 10 Rs. Lock-in period was imposed on buyers who have bought on delivery basis. This happened on the day when moratorium period was imposed.
🙏👍
700. Romy HNI| Link| Bookmark|
February 3, 2023 8:51:54 AM
IPO Mentor (500+ Posts, 400+ Likes)
20% LC in the share today...
I have a question... Where are the investors who had applied in FPO... WHY they are not buying now at 60% lower price...
Closing basis record not broken but it is going to 800 range for sure in a week. Hope Adani don't become defaulter and investors move to NCLT. Favorable friend P M is his only strength now, he is not able to refute the allegations which was needed for public trust. Hope he is able to withstand the storm physically and mentally.. financially it is already in middle of the carnage. Kya aaag lagai hai.. manhge sauk hain inke..
Every investor must be thinking now.. why I sidelined the PE rule. 🤔
Say whatever, one Hindenburg report (based on facts already public knowledge) has destroyed a conglomerate and with that the Indian markets and the investors psychee... All because he became no. 2 on the rich list, the world couldn't handle it that there may be a possibility of him taking over the top spot.
At some point when adani said he will go ahead with the FPO, i had hoped that this will turn out to be the Indian "game stop" moment, but the carnage at the markets has destroyed investor confidence in Adani. These stocks and us will take months if not years to recover from the blood bath...🫂
Disc: Holding AWL from allotment, small quantities of Ports and power (both 25-30% down). Adding micro quantities at each circuit.
@Investing for a better tomorrow - I too hold from IPO in multiple accounts. though I had added few at yesterday, today I couldn't dare to add - what is worrying me is, still at 78PE - unless results supports continuously - in these difficult times not sure if it can sustain high PE. any comments?
Sab results ka khel hai ab... If the results are bad to moderate, then this carnage can continue... They need excellent to mind-blowing results to reverse the market sentiment and start a slight up move.
699.6. Nothing New| Link| Bookmark|
February 3, 2023 7:19:35 AM
Top Contributor (600+ Posts, 100+ Likes)
78 PE is not high for a FMCG company. Had Hindenburg not played the spoilsport, looking at Fortune brand and its growth, it could trade even at 120 PE or more.
699.7. crsl| Link| Bookmark|
February 3, 2023 8:42:43 AM
IPO Mentor (600+ Posts, 300+ Likes)
Made new 52 Week Low
1,330.50 (-234.75) (-15.00%) LC
Stock now in ASM
699.8. crsl| Link| Bookmark|
February 3, 2023 9:08:35 AM
IPO Mentor (600+ Posts, 300+ Likes)
698.1. Nothing New| Link| Bookmark|
February 2, 2023 6:21:10 PM
Top Contributor (600+ Posts, 100+ Likes)
@ Eklavya You at least did what many won't dare to do. And here I'm holding Wilmar and didn't sell as I had seen those 800 + levels. I now want to but I don't know when I'd be able to exit.
@Nothing new, AWL showed 800+ twice. But many didn't exit like you and I... It will take some time but they will recover... It's a good company, AWL and Ports are my long term bets
698.3. Nothing New| Link| Bookmark|
February 2, 2023 6:50:26 PM
Top Contributor (600+ Posts, 100+ Likes)
@ Investing for a better tomorrow The problem is bits and pieces of bad news are being systematically released every morning before India market open. Indian media then makes a mountain out of a molehill. By the way how soon do you expect the LC to open in Wimar particularly?
698.4. CSK| Link| Bookmark|
February 2, 2023 7:31:32 PM
Top Contributor (300+ Posts, 500 Likes)
Hi Eklavya- I too holding AWL. I don't know what to do. I remember Lokes, Noorul. Avenue, Ravi Sir is also holding AWL and Adani shares.. Friends, what's your strategy? Not able to see your comments in Chittorgarh for a long time?
@Eklavya and CSK. Hello buddies.. I m good.. I sold adani near double price. Usually I don't like to hold main board IPOs.. I m active on SME mostly and investing my time and efforts in that only. Mainboard don't have much juice left now. Connect me on check Fidel ipo page 352.54
@nothing new, About AWL and power i have a gut feeling that tomorrow may be the last day for LC, Monday onwards we will see improvements in all adani stocks... They have lost 50-70% from their highs, so this madness should settle with the weekend. There may be a slight upmove but it may also be to trap retail investors trying to bottom fish. So be vary of that as well!
The journey back to the sky for these adani stocks may take time, but I am sure it will be worth your time and patience.
Happy inviting!
698.8. Eklavya| Link| Bookmark|
February 3, 2023 9:06:49 AM
IPO Mentor (600+ Posts, 300+ Likes)
Hello Nothing New.... Sorry, I usually turn in a bit early, hence the reply now. It will be hoping against hope that AWL will reach that zenith now which it did at its peak. All the same, I do hope, wish and pray that it does that for your sake. The Wilmar component may help it a bit. 3 days ago, and for the first ever time, I had purchased just a small qutty of Green, Port and Trans just to flirt with them, but they got the better of me. I could get rid of A'Port, and am waiting for the circuit to open for the rest...mine was but just a very small (trial basis) quantity, so not really worried.
@CSK...I think that time we used to get shares worth 15k only, I got 65 shares and sold at around 445-450/-. And as if the market was watching my move, the shares started galloping from the very next day to reach those dizzying heights, as if to tease me. Later, I never had the courage to buy them. I do visit this forum quite regularly and consider myself a better reader than a writer...
Noorul Saab, namaskaar....good to know of your welfare, Insha Allah, may you always be like that. Its a pleasure to read your posts and it will be an honour to be in touch with you, I will do the needful.
Any views on Kaynes Technology IPO, i am holding 1sHNI lot? the quarter result was good(100% more profit) but share price still not increasing, should he hold or sell?
697.1. UjwalG| Link| Bookmark|
February 2, 2023 5:46:12 PM
IPO Guru (1000+ Posts, 500+ Likes)
I have also 1 lot. One should hold a longer term view in such stocks. Electronic manufacturing is at direct benefit from banning imports from china. 1200 cr this year and 1800 cr next year revenue, as said in concall. Order book at 2300 cr. So a strong earnings visibility atleast for 2 year
If you can hold for long, then no worries cause it will take some time to recover, but unless adani goes bust, there is a great chance for recovery. The shares have done that in the past.
If it ports ambuja or acc , then it's ok ... U might get 80 % of its peak in 3 years , if it's adani enterprises and other shars such as green or gas ...u will get it's 60 % in 10 years may be .. Wilmar and power me 5 sal me 80 % mil jayega peak se