Hi All,
Here is our Portfolio update
Counters bought and Sold
Rolta India(Suggested at 93) (Target 135 - Achieved and cleared)
VSNL(Suggested at 226) (Target 270,320,340 Achieved and cleared)
Elder Pharma(Suggested at 187) (Target 240 Achieved and cleared)
Deccan Chronicle(Suggested at 229,accumulate on dips) (Target 270 Achieved and Cleared)
Dhampur Sugar(Suggested at 157) (Target 180+ Achieved and cleared)
ATN International(Suggested at 5.76) (Target was modified to 9.05 Achieved and cleared)
Maharashtra Seamless(Suggested at 402)(Cleared at 470)
Hindustan Zinc(Suggested at 147) (Target 180+ Achieved and Cleared)
Mercator Lines(Suggested at 82) (Target 115-125 Achieved and Cleared)
Spanco Tele(Suggested at 133) (Target of 170--sorry on that)
Bharat Seats(Suggested at 97) (Target not Set)
Sakti Sugar(Suggested at 83) (Target 100-110 Pending(depends on monsoon))
Hazoor Media(suggested at 11.2) (We cleared at 16.7)
Consolidated Finvest(Suggested at 50.7) (Target 67 Achieved and Cleared)
Deccan Chronicle (Suggested at 311) (Target 360+ Achieved and Cleared)
TVS Motor(Suggested at 70) (Target 105 Achieved and Cleared)
ASTRA MICROWAVE LTD(Suggested at 2095 Target 3000 Achieved and Cleared)
Amtek Auto(Suggested at 223) (Target 310 in 2 months Achieved and Cleared)
Dredging Corporation(Suggested at 555) (Target 660 Achieved and Cleared)
Crompton Greaves(Suggested at 650) (Target 750-780 Achieved and Cleared)
Visual Softwares(Suggested at 200) (Target 235 Achieved and Cleared)
Maharashtra Seamless(Suggested at 440) (Target 486 Achieved and Cleared)
Munjal Auto(Suggested at 225) (Target 255 Achieved and Cleared)
Sakthi Sugar(Suggested at 108) (Target 135 Achieved and Cleared)
Sanjivani Parenteral(Suggested at 52) (Target 65 Achieved and Cleared - some of us arealso holding till results)
GTC India(Suggested at 120 target 200+) (Target achieved)
Era COnstruction(Suggested at 130 target 200+)
Hindalco(Suggested at 128 target 163) (Target achieved long term investors continue to hold)
Patel Engg(Suggested at 393) (Target of 380 - acieved)
Zuari Industries(Suggested at 157 Target 170) (Target achieved - long term investors partially book profits)
ABG Heavy(Suggested at 309 Target 330+) (Target achieved)
Current Holdings( We are still hoping
Areva(Suggested at 360 Target 425) (Target Long term investors continue to hold)
Orchid Chemicals(Suggested at 260 Target 340 we can book profits at 320-330)
Jain Irrigation(Suggested at 230 Target 290) (Target achieved)
Mahindra Gesco(Suggested at 400) (Target - 800, Long term investors continue to hold)
Ashapura Minechem(Suggested at 230 Target 225) (Target 260-270 - achieved)
Pratibha Industries(Suggested at 238) (Target 370 - achieved)
Madras Cement(Suggested at 1470 Target 2500 - 1year)(Target achieved)
Gujarat Apollo Equipment(Suggested at 182 Target 240)(Target achieved)
Balrampur Chini(Suggested at 151-157 Target 180 levels)(Target achieved)
Gulf Oil Corp(Suggested at 648 Target 900)
Counters - we are still holding on
MTNL(Suggested at 130) (Target 145 in very short term, 170 for mid term)
Kohinoor Broadcast(Suggested at 19)
PARENTERAL DRUG(Suggested at 100) (Target 140)
Uni Abex Alloys(Suggested at 160+-(Target not set)
APW President System CMP 176(We have applied for the Rights Issue - long term Investment)
SuryaLakshi Cotton Mills(Suggested at 230 target not set)
Mercator Lines(Suggested at 140) (Target not set)
Everest Industries(Suggested at 216) (Target not set)
Tata Chemicals(Suggested at 248 Target not set)
Warren Tea((Suggested at 170 Target 240) - Messy
Gujarat NRE((Suggested at 90 Target not set)
Venus Remedies(Suggested at 365 Target not set)
Titan Industries(Suggested at 880 Target 1000)
Visual Softwares(Suggested at 197 Target 235)
Valecha Engg(Suggested at 310-338) (Target not set)
Jyoti Structures(Suggested at 540) (Target not set)
Zenith Info(Suggested at 139) (Target - discretion of the viewer)
Kirloskar Electric(Suggested at 140.9) (Target - 170)
AplhaGeo(Suggested at 130) (Target not set)
Marico Ind(Suggested at 530) (Target not set)
MURUDESHWAR CERAMICS LTD(Suggested at 132) (Target 160+)
TWECM(Suggested at 46) (Target not set)
Amara raja Batteries(Suggested at 280) (Target not set)
KS Oil(Suggested at 233) (Target not set)
Sutlej Industries(Suggested at 374) (Target not set)
FULFORD IND(Suggested at 380) (Target not set)
GMM Pfaudler(Suggested at 792) (Target 1400)
Latest Positions
Jyoti Structures(Suggested at 540) (Target not set)
Zenith Info(Suggested at 139) (Target - discretion of the viewer)
Kirloskar Electric(Suggested at 140.9) (Target - 170)
AplhaGeo(Suggested at 130) (Target not set)
Marico Ind(Suggested at 530) (Target not set)
MURUDESHWAR CERAMICS LTD(Suggested at 132) (Target 160+)
TWECM(Suggested at 46) (Target not set)
Amara raja Batteries(Suggested at 280) (Target not set)
KS Oil(Suggested at 233) (Target not set)
Sutlej Industries(Suggested at 374) (Target not set)
FULFORD IND(Suggested at 380) (Target not set)
GMM Pfaudler(Suggested at 792) (Target 1400)
Moser Baer(Suggested at 225 Target 270) - Please sell off this
Thanks and Regards
Supratik