My estimations on TechM Q2 were bit above the topline, but the results were on track. The market reaction was splendid with a whopping Rs.100 up in a day.
I am upbeat on TechM, as now is the time to run fast. Can book partial profit around 1900 or the end of this year, whichever comes first.
And we have Alembic Pharma confidently marching ahead!... Find some dips to enter.
And I am in a dilemma on Ahmednagar Forgings. Booked profit at 99 last week. The tide is yet to lift it. WIll re-enter on next dip.
Findings : NALCO (Q2 rose 37 times the last year), Shalimar paints (pretty cheap), Suven Life sciences ( pretty cheap among the peers). Can go long.
I am invested in Shalimar paints. Will find dips to enter both NALCO and Suven.
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