Hi,
I chanced upon your list of stocks, and we have some in common. I also thought to bringing to your attention glaring shortcomings of a few stocks in your list.
*Granules… Consistently negative Fcf not only due to capex, but increasing working capital need.
*Ujjivan lowest roe in it’s group. Nose diving.
*Repco… High Npa
*Shilpa… Low Roe
Suggested: Eris
*Wonderla… Low Roe
*Narayan Hrudalaya… low roe
*Igarashi must enquire why falling OPM? Why EPS down to half.
*Dabur expensive. In fact, the whole fmcg bunch is expensive. When the sector sees selling one could buy.
*Sinclairs. Growth triggers absent. Low OCF/Sales. Not really a growth sector.
*Motherson Sumi… huge debt component. Growth triggers absent
*Ujjvain SFB … There are far better options in this category. And this is certainly not the leader.
I do realize that you have not asked for any suggestions. But, I thought your PF could become compact and purposeful with some trimming.
I am fairly confident that the stocks that dont hve a ROE above 15, do not grow well, therefore I avoid them. Especailly, when there are so many better options now available.