- Prakash Industries - key triggers are
- Coal block getting commissioned going into summer
- Promoter releasing pledges
- Metal upcycle starting - results have seen steady upwards tick
Will play this with a strict SL.
- Globus Spirits - its more about opportunity cost here. Management seems to have become pessimistic on Ethanol business given flip flop on goverment policy impacting RM costs. Their liquor businesses will still take a lot of time to scale. In a market where more promising opportunities are there, happy to come back when things look-up.
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