What is in my watchlist Jan 2022

 The so-called multibagger stocks have several good features. Three prominent features are

  1. They have prudent capital allocation and a clean accounting system
  2. They belong to a sector going through megatrend
  3. 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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