Based on latest presentation CAQM is supposed to pass order on import restriction within thee months
Posts in category Value Pickr
Sai Silks (Kalamandir) – only listed player in the organized saree market (15-11-2023)
e252b700-d425-473d-837f-86d292f5969d.pdf (bseindia.com)
Transcripts of first Investor call, I was also participating and ask some question on business.
Policybazaar – Insurance Online (15-11-2023)
Likely that yearly numbers will be achieved.
Premiumization — A Megatrend (15-11-2023)
Brand Concepts is an excellent play on premiumisation trend with luggage and other accessories with some prominent brands like Tommy Hilfiger and UCB
Do check the thread.
Som Distilleries and Breweries (15-11-2023)
Expectations of very good growth over next 3 to 5 years. Ie ild recommend you to read concall
KEI Industries Ltd – A consistent performer over the last decade (15-11-2023)
Capacity constraints are an issue however in my 6 year holding of KEI industries I have never heard management guide more than 17-18% revenue growth. The do have higher internal targets but guidance is always conservative.
Poly Medicure – at an inflection point! (15-11-2023)
Information Purpose adding here 
Why Get CE Certification in India?
There are many reasons to get CE certification for your product. CE certification ensures that your product meets all the necessary safety and quality standards required by the European Union. This can give you a competitive advantage in the marketplace and make it easier to sell your product in Europe. It can also help you to avoid costly recalls and legal problems.
CE marking certification is mandatory for many products sold in the European Union. This includes products such as electrical equipment, toys, medical devices, and construction products. If your product falls into one of these categories, you must get CE certification before you can sell it in Europe. The CE certification procedure can be a complex and time-consuming process. However, it is worth the effort to ensure that your product meets all the necessary safety and quality standards.
Premiumization — A Megatrend (15-11-2023)
Whether its Landmark Cars or Ethos these are growth stories that are bound to perform well due to higher dsiposable income levels and premiumzation trend (which is strong at this point of time in india).
And retail premium businesses like these are always on a higher side of valuation scale and one cannot pick them at very low PE of 10x or 15x PE.It’s just that the time of entry should suffice the growth of both the stock price and the company.
Pls share your thoughts on this fellow investors