Akash Portfolio

Portfolio update:
Current portfolio

1. Senco Gold
   Company came up with good results. They are guiding for 20% growth going forward.
   They are trying new products like luxury bags and lab grown diamonds via a newly launched Sennes brand. Good thing is they have only launched 3 stores and did a soft launch to see traction rather than going all in.
   Expansion in the north and central region will increase the stud ratio due to diamond preference of the customers there.

2. E2E Networks
   Company came up with good results. They have ambitious plan of huge capex of 800 Cr in this financial year.
   The demand of cloud computing is going to increase as the use of artificial intelligence goes mainstream.
   They are planning to target big institution in addition to the startup ecosystem going forward.