My reasons:
Only major reason for including Landmark cars:
Also, I expect that since it is onboarding Mahindra too, that will be a good growth engine. Can’t say for sure though…
Rolex Rings: Overall bullishness in the sector plus this particular company seems a proxy to the sector.
SJS enterprises: The company have been able to achieve its guidance in the past. Hoping it to continue to do so. Plus it’s less cyclical than Auto industry and a kind of proxy to it too(I don’t know why am I more interested in proxy companies).
PVR INOX: variant perception. A contrarian bet since sector is ignored and in extreme pessimistic perception right now. I think the culture of OTT is different than cinemas and they both will have different place in the market (as against the view that OTT will kill cinemas).
Dreamfolks: Proxy to aviation and credit card industry.
City union bank: Conservative management. Reversion to mean framework. Hoping for the market to realise this company’s value.
Steel strips wheels: Alloy wheels market increasing rapidly. Company doing capex for Alloy wheels which is actually a high margin segment.
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