Creating the stocks that i hold
I only hold 6 Stocks
- Laurus Labs
- SeQuent Scientific
- IEX
- CDSL
- Praj Industries
- Managalam Organics Ltd
1 Like
Laurus Labs- revenue change mix from ARV APIs to non arv apis like formulations , Laurus Bio etc. Operating leverage to also kick in as many capacity expansions are going on
SeQuent Scientific- Only Formulation manufacturers of Animal Pharma in India. In I me IA only 2 players manufacture apis for Animal pharma and in that only one operates I regulated market and that is SeQuent.
IEX- Has 98% market share in Energy exchange
CDSL- only 4% of Indians invest in stock markets. CDSL has major advantages over NSDL as Zerodha, Upstox and Groww has done with CDSL which are major brokers in india
Praj Industries- Ethanol + Biotechnology . The r&d matrix of praj industries can be seen in very few companies in india
Mangalam Organics Ltd- From commodity to Value Added player. The revenue mix change will be major growth driver from Terpene Operations to Retail Operations and Synthetic Resins.
3 Likes
Good one…sequent will test ur patience just like mine, but if u have patience it will give great returns after 3 years
1 Like
Absolutely sir. SeQuent Scientific will surely test our patience bur the returns on patience will be extravagant
Any specific reason for not having any IT & Banking stocks…