Hi.
Sorry for the delay in response.
Q1) I do wonder, how much of optimism is already built in TVS holdings CMP, because of latest SEBI special trading session for holding companies, the current auto sector bull run and the future potential of NBFC status. I would say my entry was in the hope of NCPCRS and the compression of Holding company discount.
I have tried the company with less than 2% of my portfolio size. Even though it more than doubled, It didn’t reach a position to cut my holding. Further I’m not ready to add more at CMP. As per my thesis I should have already exited. But I haven’t done that, I’m hoping to exit at the end of Auto sector bull run (don’t know exactly, may be using some technical analysis).
Q2) I have not studied well about the Sundaram Clayton, initially I thought it was the only company doing aluminium die castings, but later found that they have the competition and their major focus on Comercial Vehicles ( CV), I have exited in the initial sessions of trading and not following currently.
Hope this helps.
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