Zee entertainment added for a tgt 250 in next 18 months; SL 70; risky investment ; poor corporate governance; inherent business potential will see some take over battle in next 9-12 months
Mkt- negative macros - FII selling; ₹ dep; IT sector completely out of growth ; WAR; inspite u focus on stocks ( sterlite; Venus ; wockhard hv given 3x for me- sold 35% of invested today) my focus more on GVPIL; ALPEX; premier; Bandhan; rain;
THIS results SEASON - BANK of maha & INDIA ; I would rate outstanding; plus undervalued based on BOOK VALUE & PE; will add on all dips going forward