7 Consistent Compounders

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7

1. Chemical sector  : SRF , FLOURINE
2. CABLES AND WIRES : KEI CABLES .leader jn wires and cables .
3. Bottling business : varun bewerage..volume growth..
4. Icici bank : Provision coverage ratio is 80 percent..cleaned the banking book..retail oriented bank now…A- rated business has been given loan..roe : 16-17 percent bank.
5. Syngene : research for advanced business   , now they are doing contract manufacturers..capex already done..
6.APL Apollo : steel consumption business..capacity expansion heavily..steel pipes..steel tubes…margin is low but gaining market share.
7. Saregama : License business..music segment..aquiring new content .. saregama language is gaining more views .
7.

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