For BSE, I have written my analysis here to start with.
It is a duopoly business and I got good margin of safety as I entered into the scrip when it is at its all-time low. Honestly speaking, I would not give it the highest weightage if not for the March carnage & extra ordinary situation we are currently in. The chance of me losing money on this in long term seems to be very less.
Sterlite Technologies - I would say it is one of the first scrips I followed closely. I think I almost followed all the quarterly con calls from last 2 years. I feel after their demerger from sterlite power, their focus has increased. I am clearly aware of their promoter being investor unfriendly.
I will write further about these two in this thread.