What is in my watchlist Jan 2022
The so-called multibagger stocks have several good features. Three prominent features are
- They have prudent capital allocation and a clean accounting system
- They belong to a sector going through megatrend
- They bring efficiency therefore capture huge market share
Right now several sectors are becoming unorganized to organized
- Plastic Pipe: (1) Astral
- Retail: (2) Dmart
- Platform businesses showing bright prospects: (3) IEX, (4) IndiaMart
- Consumer Sector through proxy play or new edge customers will drive the growth: (5) MoldTek Packaging, (6) Radico Khaitan, (7) Bajaj Finance
- Electric Vehicle shows new age rising: (8) Sona Comstar, (9) KPIT
- Lockdown shows rise in communication platform: (10) Affle
- Chemical and pharma will boom due to china +1: (11) Deepak Nitrite, (12) Neogen, (13) Hle Glasscoat
- Growth in real estate sector will demand FMEG: (14) Polycab
My personal choice on Dec 2021 for the next 3 years, is invested in some of them, not SEBI registered, not trade recommendation.
https://www.youtube.com/watch?v=2JaMflyuK04&t=12s
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