Sold few KNR construction and SIPing PVR.
KNR the order bidding pipeline for road construction is expected to revive after two quarters, Also its venturing into EPC projects which is capital intense. Quite surprised to see no thread for KNR and the existing one has been locked indefinitely which makes it super hard to follow.
PVRInox fixated on the narrative. Near monopoly in multiplex. Only a few movie blockbusters away from another good quarter. The recent spat of big hero Hindi movies doing good business augurs well .The boycott Bollywood cries have subsided. Also at a decent entry point. will evaluate on a quarter to quarter basis.
| Subscribe To Our Free Newsletter |
