Could not find the two companies from the list you posted on Screener. What are they into?
Sanrhea tex
United van der host
Hi @sougataG apologies for late reply
sanrhea is into tyres and other products
United Van der host is in hydraulic which is used in construction vehicles and railways…
try again searching on screener.in i could see this available on screener
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Portfolio Update
- ShriRam Pistons(26%)
- CEInsys(22%)
- Frontier Springs(21%)
- CreditAccess(10%)
- Manorama(10%)
- KAKA Industries(5%)
- SKM Egg(4%)
- Ganesh BenzoPlast(2%)
Sold Everything else. To Buy a Property.
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Thank you every one for support and blessings.
Bought one property in hometown and continued the investing journey further.
From looses to the tune of 30% from the high of the portfolio now back to levels of Sept 2024.
Sold: Kaka(will re-enter as soon as Cash is available), SKM Egg(Have burnt hand in this twice will never again buy this).
Buy: AWL Logistics(long term lease of Goods Trains on difficult terrains, Balance sheet is ok), Fermenta Bio(Uptick in Vitamin D3 spot prices will help company to come out of woods)
Portfolio
- CEInsys(35%)
- Shri Ram Piston(20%)
- Frontier Springs(18%)
- Manorama(13%)
- CreditAccess(7%)
- AWL(2%)
- Ganesh Benzo(2%)
- Fermenta(2%)