PortFolio Update:
Gujarat Themis remains well on course to grab existing as well future opportunities. Shares in circulation will Increase with 1:5 subdivision. Might see MF Inflows.
NDR Auto Company had volume and value loss on account of Production issues at Maruti. Company Remains proxy for Maruti and little bit for Toyota. Results yet to reflect in price. Authorized share Capital Increase will be another trigger.
MAS Financial Results were decent Mr. Market is not giving adequate Value it deserves.
Credit Access Results were superb and Company remains in top of the league.
Shivalik Bimetal , I was expecting better results though long term outlook remains same.
Dynemic Products lot of International food product Brand applying for licenses to do business in India. Demands might be better in coming days for Fine Organic and Dynemic.
Acrysil, Housing demand more or less not on track in US and Economies are still not out of the blue.
Opteimus with Wistron folding it’s operations in India there are cloud on the Company. eagrly waiting for result and AGM.
CAlcom continues to do well. onboarding of new customers, collaborating with new technological companies.
- Credit Access( 26%)
- Shivalik Bimetal(12%)
- Nesco(9%)
- NDR Auto(8%)
- Gujarat Themis(7%)
- Calcom(7%)
- Acrysil(5%)
- MAS Finance(5%)
- Shivalik Rasayan(5%)
- Dynemic Products(3%)
- Opteimus(2%)
- Sanrhea(1.5%)
- Gufic(1.5%). Rest Cash(8%)
Planning to Add Dynemic, Shivalik Rasayan.
Now since commodities soybean, Corn, Cotton are cooling . Companies which are directly or indirectly related stand to benefit. Closely tracking the prices.
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