Bought more of Sanghvi movers and RACL.
Sanghvi movers the revenue expected to go up since they are venturing in to EPC. also the closest i have to wind energy proxy. My biggest realization is i missed out the renewables big time. Having made the initial allocation will wait for results to load up further
RACL the only auto ancillary company i have i my portfolio, having sold asahi earlier. Want to bring the allocation to a decent level and below 1100 was nice levels to add having missed at 200 and 400 (reason why we should study the story faster before the price gallops faster) will again look at the quarterly results to add further
Have sold very few quantities across many companies (aegis, vinati, praj skipper etc…) to raise cash.
Will also reduce my holdings in kotak at opportune time.