Total Worth | Direct Equity | 83.17% |
---|---|---|
10% yield NCD | 11.74% | |
Cash | 5.09% |
Recently I added Sumuka, Accelya Solutions and Intence tech in Micro cap and
Dr Reddy, Blue star and Godfrey philips in large cap space.
Rational for buying were-
Sumuka agro - I prefer brand as they enjoy name in market and can charge premium for their name. Sumuka has a gujjubhai namkeen brand under its umbrella which looks promising seeing its result and profit margin.
Accelya solution- company has recently came to my notice after parag parikh bought some minor stake. After detail research I found out that company holds significat market share in airlines and cargo industries and enjoy highest margin in insdustries.
Intence tech- Company has been in this domain since long but it is only recently they have developed a product which is accepted by market [telecom sector] and they are now looking to increase the product mix from existing clients. promoter has recently bought some stake which looks it is a right time to enter.
Dr Redyy - only Large cap pharma avaialble at this low PE. Company focus and numbers looks promising from here on.
Bluestar and Godfrey philis- It is after many years I have seen blue star this focused and determined I know this compnay they had a image in market of less aggressive but it seems they are moving towards strategically aggresive. Godfrey philips being a cigrate company expanding in Consumer products and i like their product mix
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