Happy Diwali to the readers. This Diwali
, I’ve ignored all the stock tips and bought some stocks from my own analysis during the Muhurat Trading.
I also plan to create a list of stocks that I think are a good investment in the next 1-2 years term and would like to track their performance over next 2 years. Everyone considers 1 years, but we don’t know how the market will perform over next years and what kind of headwinds or tailwinds could be there. So, I considered the timeframe to be 2 years. But will track intermittently over next 2 years.
Scrip | CMP in Rs | Reason |
---|---|---|
Fino Payments Bank ![]() |
286.3 | Expect 20% Revenue and 40% Profit CAGR over FY23 -26. |
Shree Pushkar Chemicals ![]() |
192.5 | Business doing reasonably well in headwinds. Capex and industry turn around will drive growth for next 2 years |
Mayur Uniquoters ![]() |
517.5 | Starting supplies to Auto OEMs (High Margin business). 15-20% CAGR FY23-26 and higher Profit growth |
Mold-Tek Technologies ![]() |
272 | ~20% CAGR growth company with good management. Acquisition in Design space would drive the Value addition and so the Revenue and Profit growth |
Krsnaa Diagnostics ![]() |
656 | Best growth in Diagnostic industry for next 2 years. Cheapest and is poised to grow with earnings over Fy23-26 |
Benchmark: Nifty Smallcap 250 Index ![]() |
12705.5 | Benchmark to assess the performance |
Note:
- Prices are as of end of Muhurat Trading session (All stock went up ~2% already in the day).
- Since most of the stocks are small caps, I’ve considered Nifty smallcap 250 index as the benchmark
- This is pure fundamental based view and didn’t consider technicals for the selection
- Out of these stocks I’ve bought Shree Pushkar chemicals and Mayur Uniquoters in my PF today
Disc: No recommendation by any means. Just a way to assess my stock selection process
Subscribe To Our Free Newsletter |