PORTFOLIO UPDATE:
| Stock | Profit % | Protfolio % |
|---|---|---|
| Zomato | 151% | 15% |
| NTSP | 110% | 22% |
| Angel One | 12% | 14% |
| DP Abhushan | 175% | 12% |
| Dr Agarwal | 29% | 14% |
| TPCL Packaging | 44% | 7% |
| Bajaj Finance | 3% | 9% |
| Gravita India | 43% | 6% |
Sold entire Holding of LT Foods:
- PE reached an all-time high for LT foods and there is less scope for valuation expansion, The Company will still grow at a healthy rate but returns might be limited to profit growth and not PE expansion. Also I found a better opportunity in Dr Agarwal Eye Hospital.
Added Dr Agarwal Eye Hospital
- Dr Agarwal is a core part of my portfolio now (more than 10% allocation)
- Eye care industry is going through a transformation of shifting from an unorganised to an organized sector, this can benefit the company
- Showing a strong profit growth of 31% in last 5 years and OPM is also increasing YoY which means the company is getting more efficient
- The company is planning to open more hospitals that will drive growth along with an increase in services offered through the same store
NPST Update
- NPST has fallen by more than 30% from its top. There have been concerns about the drop in future profit but I am waiting for its quarterly results post will make a decision if it is a good time to increase the allocation
Other Stocks on Radar
- BLS International
- Yatharth Hospitals
- Manan In Store
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