My five pick for long term with very high growth potential…
- Beta drug… oncology products
- ASM technology… semiconductor technology, great management
- Add shop e retail… ayurvedic products, FMCG, nutritional, animal feed, new plant, new products, expansion on.
- Bajaj Healthcare…api, formulations, world no 1 producer of ascorbic acid n chlorhexidine. 6 manufacturing units.
- Sirca paint… Italian paint technology, agressive expansion of distribution network.
Some common feature of above stocks…
- Business understandable/ sustainable
- Good business model with better future prospects ahead.
- Microcap size
- Quality stocks
- Low/negligible debt with reasonable valuations
- Relatively less known
- Nil/low FII/DII holding
- High promotor holding
- Profit making company with good dividend yield
- Progressive company
Views and comments invited.
Disclaimer…my portfolio stock n planning to add on dip.