Canfin - Fast growth HFC, low npas, Long runway still ahead of HFC’s. Got to enter at reasonable price.
HMVL - Good cash flows, Increase in front page ad spending, Increase in readership. Valuation bit reasonable compared to peers.
Ambika Cotton - Consistent lowering debt, consistent profit growth, trust in management, Somewhat undervaluation.
Atul Auto - Debt free generating good cash flows, petrol and cng versions about to pick sales, good management with good track record.
Oriental carbon & chem - Consistent free cash flows, Increasing radialization, closely guarded technology. Expecting steady growth
Ajanta pharma - No need to explain i think
NESCO - Purely techno funda bet. 50 day EMA crossing 200 day EMA
Motherson - Friend suggested who works in mahindra & mahindra supply department and is closely working with motherson.
PI indus - Technical bet
Gruh Cera - Want to add more but still waiting for suitable entry price.
Indraprasta - Purely technical, resistance broken recently.
BBTC - Holding play (britannia)
Please review and suggest if I am making any wrong assumptions or should I alter any holdings.