Disc : trimmed Rushil Decor ltd due falling sea freight rates causing a threat of import of cheap MDF exports from China.
Added : AB Capital. Their NBFC business seems to be growing at a rapid pace with stable asset quality. Their life insurance business is also doing well. The health insurance vertical is well on track to profitability by FY 24. With the recent change in top leadership, this may well be a dark horse to bet on. Intend to monitor its Qtly performances and avg up if it sustains.
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