It is recently that I started in bonds. When I couldnt find any investment ideas.
Par drugs – API and fine chemicals which they are in I consider bullishness in this. The company manufactures the entire range of products in the Antacid Molecules segment
Axis Bank- Valution of axis bank compare to other pvt players
Mrs Bector foods– Long term bet considering their Capex in maharashtra and MP and expansion plans.
Jyothy labs– Rural India bet . Qtrly results growth is very impressive and accumaltion of nalanda Funds.
Jupiter Life– Recently they paid of all their loans and they are building 500 beds hospital in Dombivali (Thane distric- Maharashtra). Company has very impressive ROCE against other big players
Avanti feeds is bought recently – betting on Shrimp cycle
Jyoti resins– I have accumalted this when this was 100 cr and booked profit, since last 1 year this stock has been consolidating hence lowered down the position.
Shree ganesh remedies- API story very impressive promoters and qtr growth. API of Naltrexone and Buprenorphine. Both drugs are used as medication used to manage alcohol and opioid use disorder by reducing cravings and easing the pain.
Max India– This sells real estate/residential community to olderly people, home services provides , nursing care, pharmacy, and physiotherapy to seniors inside their own home’s comfort and equipments for older people like wheelchairs, walkers, and commode chairs under the brand name Antara.
Likhitha – This does city gas distribution infracture projects recently they did one of internation projects India – nepal and and doing very prestigies projects.
Amba enterprices- Transformers story, instead of betting on one particular stocks I liked this one, this has a client like siemens. I recently exited from shilchar when promoter sold there holding at Rs 2800
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