Hitesh portfolio

Dear Hitesh ji,

Thanks for your continued commentary on the markets

Wondering if you have a technofunda view on Supriya Lifesciences and/or Chemcon Speciality Chemicals? Both seem to have a strong narrative around them (exclusive producers of some chemicals, complex chemistry, capacity expansion in the near term, big on export etc.), however the stock price has been hammered for both post listing (about an year ago). Based on management commentary these are temporary headwinds (China lockdown for one) and that they will be back on the growth path soon.

Thanks!