Update
Exhausted all the cash for now, built up HDFC Bank to 11% on cost basis with Avg price @1390 levels. Also added PVRINOX today with 7-8% allocation on cost basis with 1390 avg as well (Used up all the cash to buy it in a sense)
Rational for adding PVR is beaten down in my view with good risk reward, could go wrong. In expansion mode, most of the capex is front ended. ROCE might improve going ahead if new screens start yielding results. It could be a good bet from a very long term point of view not sure how long I will hold. Easily available & reasonable bet in current market for me at the moment
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