Paper companies have increased the prices for writing and printing paper. The price hike of Rs 2-3 per kg is applicable from December 1. Further, by March 2024, the price will increase by another Rs 5-10 per kg.

Source –

Company is out of favor by investor …however… hope it will give good return due to recovery in commercial vehicles sales, after sales and new product lines.

Dec 2021 – EPS 3.11 and now EPS 4.75 (50% rise) but stock price remain same at Dec 2021 level !

Buy when others are ignoring, provided company is keep continuing doing good on bottom line, operation leverage and reasonable debt …and cost effective operation
Disc – Invested and keep adding

Now since the elections are done – with BJP leading to the victory

Optimism is back into the market.

What are my current thoughts : Am not Ravaan to know everything here just making my notes here and this is not to predict or tell you this will happen but this is for my own self to reflect back upon what i said and to gauge the market sentiment.

Market is very smarter than all and there are tons of factors that goes into the market.

1. FII who were the sellers of the market – i think they will be the net buyers
2. I think the FOMO across the investors will soon start back
3. Fuel of optimism will be back across the street.
4. I think the market journey started back on 2020 from Kanyakumari towards Kashmir is now somewhere in Madhya Pradesh
5. There are 3 runners front, mid & lastly who has not yet started.
   Front Runner : You wont make much
   Mid Runner : You can make a good return
   Last Runner : Riskier option is to stay but they are preparing for something big or something worse.

Coin toss wont work much here.
I still want to look options for

1. Power/Renewables
2. Pharma
3. Chemicals
4. Consumer Discretionary
5. Defence

Disclaimer : this is not a recommendation any post in my thread is not a buy or sell recommendation… am just sharing my thoughts and knowledge for educational purpose

In the risks category, what about scalability of management and quality of service. In contrast, Disney has huge parks and they can concentrate their management bandwidth on these few parks. However, if Wonderla has 6-7 parks in the future compared to the three now, then how would they ensure that the management of these parks and quality of service in these parks are maintained. Probably this risk is not as high but i hope the top management can execute these parks well with good incentives for the management as well as the employees to ensure good quality.