thanks @Deven for notes
personal view have been holding from last 1 year and can see few more upcoming quarters.
Definitely they are #1 in roofing, I am just bit concerned with external factors impacting growth.
Dic: Invested and added more recently in last few days
Posts tagged Value Pickr
HIL – Eco (onomic) friendly way to play rural prosperity in India (09-08-2022)
Hitesh portfolio (09-08-2022)
I had shared my process of analysing companies at following link
Regarding the companies you mentioned, I don’t track any of those mentioned. However I can see that a lot of good detailed work has been done on tinna rubber on its VP thread. You can go through it if already not done so.
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (09-08-2022)
Please check with investing.com
Apex Frozen Foods (09-08-2022)
Hello Ayush, Please can you disclose the average buying price in family and client accounts. Thank you.
Everest Kanto Cylinders Ltd. – A long runway ahead! (09-08-2022)
Poor results?
India business EBITDA has sharply come down, subsidiaries have done well this Q.
Borosil Renewables – Bright as sunlight (09-08-2022)
Whether Interfloat will get Gas or not will be depending on the German governments gas rationing and prioritization policy.Since Eurozone has ADD on chinese glass,domestic production is almost the only way for Germany. It depends on how they propose to reduce gas usage …they surely cant do so in the long run by stopping their domestic production .
Also,the BR management has been very conservative all along and are old hands . The aquisition may look risky now but one can be sure that a lot of thought has gone into the decision.
Disc. Invested from below 100 levels
Simple Investing (09-08-2022)
No, these are not top sector allocation. These are sectors I am most active at since 2020 crash as I have been building new positions…
I have biggest huge exposure to FMCG. Adhesives/Construction chemicals & Paints would be no. 2 followed by Life Insurance & Retail.
Simple Investing (09-08-2022)
I have shared my portfolio earlier in this thread. You may scroll up and will find…
Edit - Link below
Simple Investing (09-08-2022)
you mentioned that IT forms 7.5% and Consumer durables 5% and these are your top sector allocations. So can it be assumes that you are investing in 15 to 20 sectors with average allocations of 5 to 7% per sector. And since you are adopting basket strategy, it means even if 3 stocks per sector so 45 to 60 stocks in the portfolio …Is this understanding correct?