Hitesh portfolio

[quote=“hitesh2710, post:7033, topic:658”]
The other is a category where narrative is strong and numbers are yet to be reported. Many a times in bull markets, strong narratives will lead to more than expected upmoves. And when general markets weaken, these very stocks give up most of their gains and some more. But if through scuttlebutt, and/or guesswork or some other method ( like monitoring order book in company or its competitors etc) there is strong conviction that the earlier promised growth is going to materialise sooner rather than later, there can be a case for revisiting these names, or adding more as per portfolio allocation diktats.
[/quote] → Hi Hitesh Bhai, Thanks for the detailed explanation.
Does ASAHI INDIA (Glass) come in this category?. The busness , sector wise and capacity expansion plan look good for 2 to 3 years. Can you please suggest your opinion. Thanks