Xpro India, Kernex micro systems, where Promoter and non Promoter have subscribed to warrants above CMP. Visibility of growth.
Pitti engineering, Capex gradually coming online and getting utilized as it comes live.
Ujjivan SFB where post merger P/B would be 0.7-0.8x
Most companies are cheaper now, point is to select the ones with best risk adjusted reward.
Disc: Holding these