I do not have any since it was semi trade not a proper investment based on own conviction . WPIL thread in VP , some entries in Mr. Rajeev Jawahar’s thread in VP and some details in screener along with a few call transcripts is all that I read and entered as it seemed a good opportunity for quick gains . These lines of businesses are capital heavy ,highly competitive and usually is not very highly valued . More importantly , I am not a very good at analysing these to build strong conviction . So I trade in and out …bought at 3088 and exited at 3930… again bought at 368 and sold at 525 (very sharp run up ) . Will enter again if it pulls back and settles …it has enough reasons to go up for a while if the water works theme sustains as it has better results ahead in coming 2 quarters.
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