Thank you for feedback.
- CCD AGM I had partcipated last year and they had clear plans of debt reduction and strategic investor. In the current AGM they reiterated the same. ARC has taken two loans and bulk should be settled in two quarter. They said that once bank loan is settled then strategic investor will come in. In Growing phase QSR category is valued at 10 x revenue so that is hypothesis. Let us see how it unfolds
- Sonalis consumer I got impressed by passion of management in interaction as they have plans of increasing capacity to 5x this year doubling revenue every year in the mid term. Have to see execution.
- Looked undervalued in megatrend let me find out more. Yesterday was AGM which looked eyewash to me so will exit by next year if price doesnt move up. At this price looks very less downside.
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