Hi to Everyone,
Myself investing in market from last 4 years however never started publishing or writing any information.
At current below stocks are I am holding.
- Epack- Clearly visible growth of 35 to 40% over next 2 yrs
- Lauruslabs – Recently added at 470 very few qty – Lot of capex done and hence some improvement can start so started added them
- Hbl power – Huge benefit of railway infrastructure development in coming 1 to 1.5 yrs so overall 25 to 30% visible growth each year till 2026 end.
- Triveni Eng – Added very few qty – Sugar sector based however stock have multiple things in the product portfolio- easily expecting 35 to 40% growth
- Deepak fertilizer – Looks finally some huge benefit can start based on the utilisation of assets
- Beml – Right now sitting with loss of 13%. If growth does not back by Dec end will evaluate and take a call – Also proxy of defence and railway sector growth- mgmt mentioned many points and looks they can able to achieve 30 % growth for next 2 years
- Reliance infra – Expecting company can bring its ability to execute lot of potential in the coming years
- Fluorochemical – Finally mgmt said something visible to improve their revenue as top manufacturers of their product is leaving the industry and also huge entry barrier to this industry
- Bse – very few qty added recently at current price of 4100/- . Hoping some good benefit to this will come in the coming quarters.
- Igl and mgl – Holding very few qty and quite not clear how benefit can come to this stocks. Just waiting to see and watch for next quarters.
- Jindal steel and power – Expecting biggest benefit of commodity start moving.
- Neuland labs – Added very few qty with lot of excitement based on price action but not clear from mgmt what actually growth is possible this year of FY 25.
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