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Can anyone tell what happening to oriana power stock, why so bearish, touched 52 week low


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Good point on the holding company discount expansion/compression dynamics.

If we are looking at hidden value assets within the Wadia Group ecosystem, Naperol Investments Ltd. (formerly National Peroxide) is another interesting case. Following the corporate restructuring, it functions as an investment and trading company holding 9.2 % stake in BBTC whil...


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Very soft Q1 numbers and not so encouraging commentary from management, stating multiple times about delays on working with PSU banks. PSB exchange was psu centric to begin with…now due to lack of progress or IMO product shortcomings mgmt is pushing it on PSU culture.

They can’t do fund raise and they have raised expensive debt. If the things don’t improve fast in next...


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I have a question on Genesys:
They have a promising business and the Govt. policy support is in place but there has been issues with conversion of profits into cash.
They have frequently raised money(Diluting equity). Just a year back they did QIP at ₹ ~ 650/- and now they need funds through right issues.
As per monitoring commitee report they have used fund...


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In same boat, Highest holding of my portfolio and significant value, though the holding period is 2 years only but with complete conviction.

In fact i expect, if everything goes as expected, stock may touch 200 by march 2029.

Here is the simplified rational, bank will mostly post 1% ROA this FY, 4k cr profit. Next 2 year C/I goes down while asset quality staying...


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