Investment guide to new investors. Disclaimer : Investment in equities is subjected to significant risk. Need to read and follow the SEBI guidelines under 'Combined Risk Disclosure Document' before taking any decision to invest in equities. This blog contains only my personal view about market and equities. Any investment decision should be taken with your own analysis and risk.
Friday, August 15, 2025
Happy Independence Day
Dear Blog Members,
Wishing you peace, prosperity, and patriotism on this Independence Day
Can you share your insights on Ajanta soya. I was unable to book profit when it doubled. Can it be held for coming years or should we reduce some holding?
Company is exporting its products to more than 10 countries and it is around 35% of its total sales. There is no specific data for USA but we can assume it around 5%.
Earlier we planned to post it in Q3 (Nov -Dec) but current market correction gives us opportunity to post one more stock any time before end of Q2 (Aug -Sept)
Hi mam, Please see if you can find opportunities in the T&D, defence and BESS space for the next stock recommendation ma'am. It looks like there is still a huge opportunity left, and the government is also focusing on it - strong tailwinds
Now management going for demerger of this company into 3 companies names as below
a) JK Files & Engineering Limited – It includes non-engineering business b) JK Maini Precision Technology Limited - It includes Engineering business c) JK Maini Global Aerospace Limited - It includes Aerospace & Defense business
1) Are these above names correct post demerger in NSE / BSE exchanges? (All three companies doesn’t carry word called Raymond) 2) Out of these 3 companies, which two will be newly listed and what is share split? 3) Current market cap is 4K Cr, what would be expected split post demerger for all three companies? 4) When can we expect demerger completion news and listing date approximately?
1) JK is much bigger brand in the field of engineering. 2) b & c 3) Market cap will be double than present after 3 years of demerger 4) Generally demerger process takes 12 to 18 months time for completion.
Could not understand the above in total. Please explain. 1) Current Raymond Ltd will demerge further into 3 more companies like it did earlier - Raymond Reality, Raymond LSL? That would be lot of Value unlocking. Thanks for the Gem of a recommendation. I made a lot of money on your rec. Thank you so much. 2) If b and c are only going to list? what about a. JK Files & Engineering Limited? 3) 12 to 18 months is the time frame for demerger of b & c companies?
This blog has a track record of 10+ years with live, transparent stock case studies, both past and current. Probably no other book or blog has maintained such consistency. Thank you, madam.
The performance of this blog would have beaten all PMS and mutual funds. If someone had invested an equivalent amount in all the blog’s recommended stocks over the last 10 years (starting from the first recommendation) and not sold a single share, the portfolio would have delivered a 28.7% XIRR
Wish all dear friends and entire country a happy independence day...
ReplyDeleteWish u all happy independence day
ReplyDeleteHappy Independence Day
ReplyDeleteWishing you joyful Independence day filled with pride and happiness. Let us celebrate and remember our freedom fighters and Salute them .
ReplyDeleteHappy Independence day Mam.🇨🇮
ReplyDelete79th Happy Indipendance Day !
ReplyDeleteMam . Ajanta Soya sales growth are good but operating margin are declined and valuation are reasonable. Can we buy CMP.
ReplyDeleteWish you happy independence day mam.
ReplyDeleteWill you all happy Independence Day !!!
ReplyDeleteHappy Independence day to all
ReplyDeleteHappy Independence day Mam to you and your family.God Bless you
ReplyDeletehappy independence day to ma'am and all blog members
ReplyDeleteHappy Independence Day
ReplyDeleteWishing you & all the blog members
ReplyDeleteHappy Independence Day.
Happy Independence Day n Happy Janmashtmi..
ReplyDeleteVery Happy Independence Day Madam and blog members
ReplyDeleteHappy independence day and shri Krishna janmashtami to sir mam and all members!!
ReplyDeleteHi Madam, why there was a sudden dip of 20% in Ajanta Soya?
ReplyDeleteAverage result and seasonal correction.
DeleteGood evening mam. Despite Visaka industries posted good numbers for 1Q FY26, price up ward movement are not seen. Any reason . Thanks
ReplyDeleteThere is no specific reason but from last 4-5 months market sentiments are negative, some time due to war and some time Trump tariff.
DeleteMadam, i have FOC suraj products, it is coming down continuesly, is it right time to hold or sell. Thank you
ReplyDeleteNow you can continue to hold , it is seasonal correction.
DeleteHi ma'am, how is the result of Kalyani forge and future prospects?
ReplyDeleteResult is good and future is bright
DeleteNamasthe madam/ sir. Is it good to invest in holding companies? I don't see such companies mentioned in your blog. Can I buy BF investment
ReplyDeleteNot tracking above stock
DeleteHello ma'am
ReplyDeleteCan you share your insights on Ajanta soya. I was unable to book profit when it doubled. Can it be held for coming years or should we reduce some holding?
There is no change in fundamental, it is seasonal correction. You can continue to hold with full confidence.
DeleteWardwizard raised 20%
ReplyDeleteAny developments from company madam
no
DeleteHi Mam
ReplyDeletePls suggest if we can buy WardinMobi at CMP 12.44 today it is 20% UC
It is already suggested, there is no change in previous view.
DeleteGreetings ma’am, how much of Aarti Surfactant top line is contributed by US exports
ReplyDeleteCompany is exporting its products to more than 10 countries and it is around 35% of its total sales. There is no specific data for USA but we can assume it around 5%.
DeleteNamaskaram,
ReplyDeleteThank you for everything.
your comments on Magna electro casting result and its future.
Result is excellent and future is bright, you can continue to hold this stock.
DeleteGood evening madam Patanjali stock and ajayanta soya buy ceyaacha
ReplyDeleteAjanta Soya is good stock , you can continue to hold it
DeleteWhen will you share new stock Mam??
ReplyDeleteEarlier we planned to post it in Q3 (Nov -Dec) but current market correction gives us opportunity to post one more stock any time before end of Q2 (Aug -Sept)
DeleteKindly post it in market hours madam.
DeleteHi mam, Please see if you can find opportunities in the T&D, defence and BESS space for the next stock recommendation ma'am. It looks like there is still a huge opportunity left, and the government is also focusing on it - strong tailwinds
ReplyDeleteOk we see if any good opportunity available for investment for above mentioned sectors.
DeleteMam I am holding Titan biotech from last 6 month..Can this company give me good returns in the future?
ReplyDeleteUr opinion is valuable.
Not tracking
DeleteHappy Ganesh chaturthi to you and your family sir/madam
ReplyDeleteVery happy Ganesh Chaturthi to you and your family.
DeleteMadam, happy ganesh chaturdhi
ReplyDeleteVery happy Ganesh Chaturthi to you and your family.
DeleteHi Madam,
ReplyDeleteRegarding Raymond Ltd.
Now management going for demerger of this company into 3 companies names as below
a) JK Files & Engineering Limited – It includes non-engineering business
b) JK Maini Precision Technology Limited - It includes Engineering business
c) JK Maini Global Aerospace Limited - It includes Aerospace & Defense business
1) Are these above names correct post demerger in NSE / BSE exchanges? (All three companies doesn’t carry word called Raymond)
2) Out of these 3 companies, which two will be newly listed and what is share split?
3) Current market cap is 4K Cr, what would be expected split post demerger for all three companies?
4) When can we expect demerger completion news and listing date approximately?
Thanks many for your time
1) JK is much bigger brand in the field of engineering.
Delete2) b & c
3) Market cap will be double than present after 3 years of demerger
4) Generally demerger process takes 12 to 18 months time for completion.
Could not understand the above in total. Please explain. 1) Current Raymond Ltd will demerge further into 3 more companies like it did earlier - Raymond Reality, Raymond LSL? That would be lot of Value unlocking. Thanks for the Gem of a recommendation. I made a lot of money on your rec. Thank you so much. 2) If b and c are only going to list? what about a. JK Files & Engineering Limited? 3) 12 to 18 months is the time frame for demerger of b & c companies?
DeleteRaymond Ltd will remain as holding company.
DeleteDetails of scheme is in below pdf
https://nsearchives.nseindia.com/corporate/RAYMOND_04072025225202_SEintimationsigned.pdf
Respected madam, which stocks are better for buying in your advised stocks at present 50% tax on India by USA
ReplyDeleteStock with domestic business or very less exposure to export for US
DeleteRespected Madam, Will it be wise to accumulate Raymond on dips to take advantage of upcoming Demergers
ReplyDeleteNot advisable, it has already given multifold return
DeleteDear Maam, what is the exposure of Kalyani forge exports to US in topplie percentage
ReplyDeleteAround 5% to 7%
DeleteGood evening mam. Promoter of Wardwizard innovations have been releasing pledged shares , is it good sign for investors. Thank you
ReplyDeleteyes
DeleteThis blog has a track record of 10+ years with live, transparent stock case studies, both past and current. Probably no other book or blog has maintained such consistency. Thank you, madam.
ReplyDeleteThe performance of this blog would have beaten all PMS and mutual funds. If someone had invested an equivalent amount in all the blog’s recommended stocks over the last 10 years (starting from the first recommendation) and not sold a single share, the portfolio would have delivered a 28.7% XIRR