1. Consumer Facing Goods :- Difference between HSIL & CERA is CERA is focused in consumer facing business whereas HSIL deals with premium category only.
2. Non Heavy Industry :- Heavy industry is not growth oriented so focus on their light weight stuff. It is better to have stocks like Auto Ancillary than Auto stocks.
3. Niche Industry :- IoT, AI & Digital Platform oriented industry for IT , Inject-table , CNS, Oncology drugs in Pharma .
4. Market Leader :- Like Asian Paints, HDFC Bank.
5. Value Unlocking :- Like SSWL
6. Asset Player Or High Operating Leverage :- Like NESCO & Wonderella
7. Value Migration :- Textile Industry, Specialty Chemical (though cyclical )
8. New or Under Penetrated Market :- Diagnostic center, Two wheeler, etc.
9. Strong Distribution Network :- Like Ajanta Pharma , Caplin Point , HDFC Bank (tie-up with NSE) etc
10. Strong Brand :- Like Eigher Motors, Hawkins etc.
11. Economy of scale :- Like D-Mart's EDLC-EDLP , Cosmo Films automated operating lines ...
2. Non Heavy Industry :- Heavy industry is not growth oriented so focus on their light weight stuff. It is better to have stocks like Auto Ancillary than Auto stocks.
3. Niche Industry :- IoT, AI & Digital Platform oriented industry for IT , Inject-table , CNS, Oncology drugs in Pharma .
4. Market Leader :- Like Asian Paints, HDFC Bank.
5. Value Unlocking :- Like SSWL
6. Asset Player Or High Operating Leverage :- Like NESCO & Wonderella
7. Value Migration :- Textile Industry, Specialty Chemical (though cyclical )
8. New or Under Penetrated Market :- Diagnostic center, Two wheeler, etc.
9. Strong Distribution Network :- Like Ajanta Pharma , Caplin Point , HDFC Bank (tie-up with NSE) etc
10. Strong Brand :- Like Eigher Motors, Hawkins etc.
11. Economy of scale :- Like D-Mart's EDLC-EDLP , Cosmo Films automated operating lines ...
No comments:
Post a Comment