These are my two big bets:
- Virinchi: company is at an big inflection point, promoter increased to 42% from 13% in March. Company will have 700 beds in operation compared to 250–300 now, coming Q4 will be the first quarter to get in hospital business in top line and bottom line. Should be at 450–500 levels by 2019 end. Don't miss this.
- Repro India: another big big story. Comoany has 1 million book titles now and is growing exponentially. tie up with Ingram is huge huge opportunity. One book factory and rappled are superb concepts (go through these). I expect it to be a 5000–6000 crore mcap by 2020. Now it's at 420–430 crore mcap.
No comments:
Post a Comment