New Portfolio Entry: Balu Forge Ltd.
Buy Price: 240 Reasons for buying: Company is into manufacturing and supply of forgings and precision engineering components. They are ISO certified and have factory in Karnataka. 90% of sales…
New Portfolio Entry: Tega Industries Ltd.
Buy Price: 1028 Reasons for buying: The company manufactures and distributes specialized critical to operate and recurring consumables for the global mining industry. It is immune from capex cycles because…
New Portfolio Entry: Share India Securities Ltd.
Buy Price: 1522 Reasons for buying: The company is a mid-sized fintech offering different services like equity, commodity trading, NBFC, insurance and mutual fund distribution. They have been in the…
New Portfolio Entry: Kilburn Engineering Ltd.
Buy Price: 240 Reasons for buying: The company is into engineering and manufacturing of customized process equipment and industrial drying solutions and packages. Recently, they have ventured into fabrication of…
New Portfolio Entry: Hemant Surgical Instruments Limited
Buy Price: 191 Reasons for buying: The company imports, manufactures and distributes various medical consumables and machines. They are exclusive distributors of SWS Hemodialysis Care Co. Ltd. China, JMS Co.…
New Portfolio Entry: Krishca Strapping Solutions
Buy Price: 235.5 Reasons for buying: The company is a leading manufacturer and wholesaler of High Tensile Steel Straps, Strapping Seals, and Strapping Tools. The entire industry has just 5…
Portfolio Update: September – October 2023
Sold 100% of my stake in Gravita India at a profit of 92%. The main reason for selling was to book profits as price uptrend which started in July 2022…
New Portfolio Entry: Exhicon Events Media Solutions Ltd.
Buy Price: 277 Reasons for buying: Company is into B2B exhibition and event management. They have recently entered the corporate catering industry. The promoters have 15+ years of experience in…
New Portfolio Entry: Saakshi Medtech and Panels Limited
Buy Price: Rs. 154 Reasons for buying: Company is into design, assembly and manufacturing of electrical control panels, x-ray machines, fabrication for locomotives and wire harness for air compressors. For…
New Portfolio Entry: Pyramid Technoplast
Buy Price: 173 Reasons: The company is into industrial packaging with focus on intermediate bulk containers (IBC), MS drums, and polymer drums. These drums are used for storage and transportation…