- GRUH Finance : 33.3%
- Kajaria Ceramics : 31.5%
- Kwality Dairy : 67.2%
- Mayur Uniquote : 45.4%
- Suprajit Engineering : 34.7%
- Supreme Industries : 42.6%
- Titan Industries : 48.4%
- TTK Prestige : 39.3%
- Zydus Wellness : 41.1%
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Problem with companies in the list, the high ROE is priced in. All of these stocks trade at a high valuation across all parameters. We need to look for uncertainties/external issues/technical corrections that result in small downmoves and accumulate these shares (For ex, Titan went down till 200 after the curbs on Gold imports.while the policy change is a clear -ve for Titan, Market overreacted to the news). Similarly Zydus Wellness one bad quarter about a yr back and the stock was punished. We need to wait for such opportunities.
ReplyDeleteAll of these are secular growth stories/moat provided by brand strength, have decent management, so market will always tend overvalue such stocks particularly during uncertain macro scenarios.
Cheers,
Ram