You have some great investments, i would say. But if i could short out some problems please give All Cargo another look, i was also holding it from 65 level but last quarter result disappointed and the demerger case also disappointed me. As the company that will do business in India is literally use less, and i am also planning to buy when ever the foreign one get listed after the demerger.
for beter reference you can read the CRISL Report
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