New additions:
- Vedanta: Corporate Governance is not something I like here but then the current valuation is very appealing – giving a 6-7% dividend yield.
- UPL: Is the recovery starting? Too soon to say?
- SH Kelkar: A little late to enter but the valuation seems okay-ish in the current market.
Disclaimer: I am not a SEBI registered advisor or analyst. This is my personal view and not a recommendation. I am often wrong and do change my views without being able to inform anyone. Please consult your financial advisor.
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